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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

87 hedge funds and large institutions have $246M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
36
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.3M 1,437,861 +425,846 +42%
Franklin Resources
2
Franklin Resources
California
$29.2M 1,260,911 -297,495 -19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M 974,383 +93,380 +11%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.8M 826,504 +41,469 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14M 605,862 +206,798 +52%
LPL Financial
6
LPL Financial
California
$12.4M 536,802 +42,969 +9%
CM
7
Columbus Macro
Pennsylvania
$11M 474,489 +107,101 +29%
Morgan Stanley
8
Morgan Stanley
New York
$7.9M 340,729 +162,759 +91%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.69M 331,540 -16,396 -5%
UBS Group
10
UBS Group
Switzerland
$7.5M 323,434 +310,823 +2,465%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$7.16M 308,713 +308,713 New
WP
12
WealthShield Partners
North Carolina
$6.62M 285,415 +2,184 +0.8%
KPWS
13
Kestra Private Wealth Services
Texas
$5.54M 238,987 +47,736 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.51M 237,697 +84,656 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.73M 204,138 +204,138 New
ACM
16
AlphaStar Capital Management
North Carolina
$4.43M 190,905 +190,905 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.05M 174,557 -188,834 -52%
AssetMark Inc
18
AssetMark Inc
California
$2.99M 129,029 +31,046 +32%
NWM
19
Napa Wealth Management
California
$2.85M 122,799 -1,269 -1%
BlackRock
20
BlackRock
New York
$2.05M 88,340 +50,715 +135%
Truist Financial
21
Truist Financial
North Carolina
$2.03M 87,705 -4,987 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.88M 79,877 -30,979 -28%
FH
23
FWG Holdings
Florida
$1.78M 78,319 -264,649 -77%
CF
24
Claris Financial
Virginia
$1.49M 64,377 +64,377 New
SA
25
Sovran Advisors
California
$1.41M 62,453 +62,453 New