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iShares 20+ Year Treasury Bond ETF

1,102 hedge funds and large institutions have $35.7B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 405 increasing their positions, 452 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $14.5B | Put options by funds: $12.9B

7% less funds holding

Funds holding: 1,1791,102 (-77)

7.34% less ownership

Funds ownership: 79.83%72.49% (-7.3%)

10% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 452

15% less capital invested

Capital invested by funds: $41.8B → $35.7B (-$6.08B)

24% less funds holding in top 10

Funds holding in top 10: 12998 (-31)

34% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 191

Holders
1,102
Holders Change
-77
Holders Change %
-6.53%
% of All Funds
14.51%
Holding in Top 10
98
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-24.03%
% of All Funds
1.29%
New
126
Increased
405
Reduced
452
Closed
191
Calls
$14.5B
Puts
$12.9B
Net Calls
+$1.56B
Net Calls Change
-$2.54B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.4B -$2.76B -31,655,877 -34%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.58B +$219M +2,508,650 +7%
Rafferty Asset Management
3
Rafferty Asset Management
New York
$3.5B -$196M -2,248,202 -5%
Citigroup
4
Citigroup
New York
$2.16B -$266M -3,054,179 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.68B -$189M -2,173,326 -10%
BlackRock
6
BlackRock
New York
$1.62B +$49.8M +571,640 +3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.43B +$418M +4,793,271 +42%
Morgan Stanley
8
Morgan Stanley
New York
$1.12B -$534M -6,122,527 -32%
UBS Group
9
UBS Group
Switzerland
$998M -$27.7M -317,560 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$698M +$317M +3,632,572 +85%
Jane Street
11
Jane Street
New York
$685M +$227M +2,602,136 +50%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$541M -$81.7M -937,510 -13%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$461M -$205M -2,352,783 -31%
LPL Financial
14
LPL Financial
California
$416M +$29.1M +333,275 +8%
Wells Fargo
15
Wells Fargo
California
$368M -$27.5M -315,859 -7%
NSLI
16
Nan Shan Life Insurance
Taiwan
$353M
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$325M -$4.21M -48,300 -1%
HPG
18
Harvest Portfolios Group
Ontario, Canada
$309M -$11.9M -136,384 -4%
Ameriprise
19
Ameriprise
Minnesota
$277M -$7.19M -82,409 -3%
Goldman Sachs
20
Goldman Sachs
New York
$257M -$229M -2,621,330 -47%
AllianceBernstein
21
AllianceBernstein
Tennessee
$248M +$5.53M +63,442 +2%
OMC
22
Old Mission Capital
Illinois
$239M +$234M +2,680,568 +11,606%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$238M +$100M +1,149,720 +74%
HFS
24
Hantz Financial Services
Michigan
$236M +$7.5M +86,013 +3%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$234M -$2.48M -28,459 -1%

TLT Hedge Fund Activity: Q2 2025 in Review

1,102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2025, worth a combined $35.7B — down 15% from $41.8B a quarter earlier.

Sellers outnumbered buyers: 191 funds closed out of TLT and 126 opened new positions — a net loss of 65 holders — while 452 trimmed existing stakes and 405 added.

The largest buyer was Bank of Montreal, adding an estimated $418M. The largest seller was Bank of America, cutting an estimated $2.76B.

  • 1,102 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2025, down from 1,179 in Q1 2025.
  • Funds reported $35.7B of iShares 20+ Year Treasury Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 126 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2025 and 191 closed out, a net change of -65 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2025 was Bank of Montreal, an estimated $418M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2025 was Bank of America, an estimated $2.76B sold.

Based on aggregated 13F filings for Q2 2025.