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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

131 hedge funds and large institutions have $534M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 24

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $397M → $534M (+$137M)

7% more funds holding

Funds holding: 122131 (+9)

5.16% more ownership

Funds ownership: 23.96%29.11% (+5.2%)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
76
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$51.8M +$6.27M +274,130 +14%
FWM
2
Foguth Wealth Management
Michigan
$49.4M +$50.5M +2,211,001 +22,026%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.4M +$10.2M +447,801 +30%
Morgan Stanley
4
Morgan Stanley
New York
$43.8M +$19.3M +845,817 +78%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$31.3M +$4.93M +215,475 +18%
LPL Financial
6
LPL Financial
California
$29.8M +$1.7M +74,343 +6%
UBS Group
7
UBS Group
Switzerland
$18.9M +$5.52M +241,531 +41%
BlackRock
8
BlackRock
New York
$17.2M +$5.49M +240,250 +46%
Franklin Resources
9
Franklin Resources
California
$16.7M +$8.23K +360 +0%
CM
10
Columbus Macro
Pennsylvania
$15.3M +$1.42M +62,148 +10%
PI
11
PineBridge Investments
New York
$10.5M -$1.45M -63,207 -12%
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$9.4M -$5.47M -239,344 -37%
PA
13
PFG Advisors
Arizona
$8.55M +$8.15M +356,342 +1,647%
WP
14
WealthShield Partners
North Carolina
$8.5M +$649K +28,366 +8%
HW
15
Hamilton Wealth
California
$8.19M +$2.86M +125,001 +53%
AssetMark Inc
16
AssetMark Inc
California
$8.03M +$1.38M +60,324 +20%
ACM
17
AlphaStar Capital Management
North Carolina
$7.48M +$250K +10,949 +3%
VWM
18
VanWeelden Wealth Management
Ohio
$7.07M +$7.15M +312,558 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.65M -$15.9M -695,353 -70%
IWM
20
IHT Wealth Management
Illinois
$6.54M +$249K +10,898 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.11M +$3.65M +159,592 +145%
SAG
22
Sentinel Advisory Group
Wisconsin
$6.04M +$6.1M +266,898 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.86M +$1.23M +53,851 +26%
GSEP
24
Golden State Equity Partners
California
$5.55M +$2.87M +125,593 +105%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.42M +$4.73M +207,005 +639%

TLTW Hedge Fund Activity: Q1 2026 in Review

131 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q1 2026, worth a combined $534M — up 34% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TLTW positions and 12 closed out — a net gain of 13 holders — while 76 added to existing stakes and 24 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $50.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $15.9M.

  • 131 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $534M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q1 2026, up 34% quarter-over-quarter.
  • 25 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q1 2026 and 12 closed out, a net change of +13 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q1 2026 was Foguth Wealth Management, an estimated $50.5M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2026.