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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

88 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 17 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
36
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
26
NCM Capital Management
New Jersey
$1.4M -$40.4K -1,743 -3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$1.39M +60,000 +6,000,000%
Stifel Financial
28
Stifel Financial
Missouri
$1.33M +$309K +13,337 +30%
FIA
29
Foundations Investment Advisors
Arizona
$1.32M -$376K -16,239 -22%
WS
30
Wedbush Securities
California
$1.2M +$420K +18,122 +54%
SG Americas Securities
31
SG Americas Securities
New York
$1.15M +$1.15M +49,743 New
Renaissance Technologies
32
Renaissance Technologies
New York
$1.12M +$728K +31,400 +184%
PI
33
PFG Investments
New York
$1.1M +$160K +6,889 +17%
Raymond James Financial
34
Raymond James Financial
Florida
$1.06M +$52.3K +2,256 +5%
TIA
35
Traphagen Investment Advisors
New Jersey
$932K -$54.8M -2,363,463 -98%
IWC
36
Integrated Wealth Concepts
Massachusetts
$830K -$168K -7,252 -17%
AWE
37
Avidian Wealth Enterprises
Texas
$824K +$824K +35,543 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$796K -$27.8K -1,200 -3%
PIA
39
Perennial Investment Advisors
California
$766K +$198K +8,560 +35%
Comerica Bank
40
Comerica Bank
Texas
$742K +$649K +27,988 +698%
DAS
41
Dynamic Advisor Solutions
Arizona
$700K -$246K -10,634 -26%
DA
42
Dover Advisors
Virginia
$695K +$42.9K +1,850 +7%
AIM
43
Advyzon Investment Management
Illinois
$672K +$153K +6,606 +30%
BAM
44
Belpointe Asset Management
Nevada
$595K +$67.3K +2,904 +13%
FCA
45
Fortis Capital Advisors
Kansas
$595K +$67.3K +2,904 +13%
FHWM
46
Fox Hill Wealth Management
Massachusetts
$576K -$7.35K -317 -1%
LA
47
Latitude Advisors
Florida
$509K +$11.1K +477 +2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$486K +$486K +20,969 New
DWM
49
Diversify Wealth Management
Utah
$445K
LAS
50
Lloyd Advisory Services
Georgia
$425K -$6.4K -276 -1%