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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 %
NCM
26
NCM Capital Management
New Jersey
$1.4M 60,327 -1,743 -3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.39M 60,001 +60,000 +6,000,000%
Stifel Financial
28
Stifel Financial
Missouri
$1.33M 57,223 +13,337 +30%
FIA
29
Foundations Investment Advisors
Arizona
$1.32M 56,937 -16,239 -22%
WS
30
Wedbush Securities
California
$1.2M 51,843 +18,122 +54%
SG Americas Securities
31
SG Americas Securities
New York
$1.15M 49,743 +49,743 New
Renaissance Technologies
32
Renaissance Technologies
New York
$1.12M 48,500 +31,400 +184%
PI
33
PFG Investments
New York
$1.1M 47,602 +6,889 +17%
Raymond James Financial
34
Raymond James Financial
Florida
$1.06M 45,792 +2,256 +5%
TIA
35
Traphagen Investment Advisors
New Jersey
$932K 40,194 -2,363,463 -98%
IWC
36
Integrated Wealth Concepts
Massachusetts
$830K 35,817 -7,252 -17%
AWE
37
Avidian Wealth Enterprises
Texas
$824K 35,543 +35,543 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$796K 34,350 -1,200 -3%
PIA
39
Perennial Investment Advisors
California
$766K 33,054 +8,560 +35%
Comerica Bank
40
Comerica Bank
Texas
$742K 32,000 +27,988 +698%
DAS
41
Dynamic Advisor Solutions
Arizona
$700K 30,203 -10,634 -26%
DA
42
Dover Advisors
Virginia
$695K 29,984 +1,850 +7%
AIM
43
Advyzon Investment Management
Illinois
$672K 28,985 +6,606 +30%
BAM
44
Belpointe Asset Management
Nevada
$595K 25,655 +2,904 +13%
FCA
45
Fortis Capital Advisors
Kansas
$595K 25,655 +2,904 +13%
FHWM
46
Fox Hill Wealth Management
Massachusetts
$576K 24,831 -317 -1%
LA
47
Latitude Advisors
Florida
$509K 21,945 +477 +2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$486K 20,969 +20,969 New
DWM
49
Diversify Wealth Management
Utah
$445K 19,500
LAS
50
Lloyd Advisory Services
Georgia
$425K 18,356 -276 -1%