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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

122 hedge funds and large institutions have $397M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

135% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 23

35% more capital invested

Capital invested by funds: $294M → $397M (+$103M)

22% more funds holding

Funds holding: 100122 (+22)

2.92% more ownership

Funds ownership: 21.04%23.96% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
122
Holders Change
+22
Holders Change %
+22%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
54
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$2.96M +$2.27M +97,365 +293%
GSEP
27
Golden State Equity Partners
California
$2.71M +$2.3M +98,740 +474%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.5M +$1.26M +54,144 +96%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.43M +$589K +25,264 +31%
SPIA
30
Steward Partners Investment Advisory
New York
$2.34M +$1.22M +52,088 +102%
AAG
31
Armstrong Advisory Group
Massachusetts
$2.15M +$2.21M +94,628 New
Principal Financial Group
32
Principal Financial Group
Iowa
$2.13M +$2.2M +94,097 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$2.03M +$904K +38,764 +77%
FH
34
FWG Holdings
Florida
$1.87M +$7.54K +323 +0.4%
SA
35
Sovran Advisors
California
$1.76M -$73.8K -3,163 -4%
PI
36
PFG Investments
New York
$1.62M +$334K +14,313 +25%
AIM
37
Aspen Investment Management
Michigan
$1.47M +$1.52M +64,960 New
Truist Financial
38
Truist Financial
North Carolina
$1.38M -$500K -21,438 -26%
Stifel Financial
39
Stifel Financial
Missouri
$1.26M -$87.7K -3,759 -6%
EC
40
Elequin Capital
New York
$1.23M +$1.27M +54,389 New
WS
41
Wedbush Securities
California
$1.2M +$30K +1,286 +2%
WA
42
Wealth Alliance
New York
$1.18M +$350 +15 +0%
OC
43
Oppenheimer & Co
New York
$1.17M +$1.21M +51,659 New
NWP
44
NerdWallet Wealth Partners
New York
$1.14M -$21.5K -921 -7%
TCM
45
Triumph Capital Management
Colorado
$1.13M +$763K +32,688 +188%
MOS
46
MGO One Seven
Ohio
$1.13M +$1.16M +49,658 New
CI
47
CacheTech Inc
Utah
$1.11M +$1.15M +49,162 New
CF
48
Claris Financial
Virginia
$1.09M -$139K -5,978 -11%
TIA
49
Traphagen Investment Advisors
New Jersey
$1.08M +$20.4K +876 +2%
DAS
50
Dynamic Advisor Solutions
Arizona
$1.03M +$211K +9,043 +25%