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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
Principal Financial Group
26
Principal Financial Group
Iowa
$4.79M +$2.69M +117,828 +125%
Raymond James Financial
27
Raymond James Financial
Florida
$4.77M +$1.55M +67,853 +47%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.38M +$727K +31,794 +20%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$4.31M +$4.36M +190,536 New
KPWS
30
Kestra Private Wealth Services
Texas
$4.11M +$133K +5,799 +3%
OC
31
Oppenheimer & Co
New York
$3.87M +$2.73M +119,559 +231%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.33M -$460K -20,101 -12%
IA
33
IFP Advisors
Florida
$3.27M +$3.18M +139,017 +2,413%
MG
34
Mather Group
Illinois
$3.18M +$3.21M +140,524 New
MML Investors Services
35
MML Investors Services
Massachusetts
$2.84M +$427K +18,657 +17%
AAG
36
Armstrong Advisory Group
Massachusetts
$2.69M +$554K +24,218 +26%
SPIA
37
Steward Partners Investment Advisory
New York
$2.63M +$299K +13,083 +13%
MOS
38
MGO One Seven
Ohio
$2.55M +$1.45M +63,285 +127%
TCA
39
Transcend Capital Advisors
New Jersey
$2.34M +$2.36M +103,300 New
AC
40
Apella Capital
Connecticut
$2.33M +$2.36M +103,032 New
PPW
41
Pasadena Private Wealth
California
$2.28M +$2.31M +101,004 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.09M +$71.5K +3,128 +4%
KWA
43
Kingswood Wealth Advisors
California
$2.09M +$2.11M +92,404 New
TCM
44
Triumph Capital Management
Colorado
$2.04M +$921K +40,282 +81%
SAM
45
Secure Asset Management
Michigan
$1.98M +$1.19M +52,138 +146%
AWM
46
AE Wealth Management
Kansas
$1.94M +$1.85M +81,130 +1,734%
AIM
47
Aspen Investment Management
Michigan
$1.89M +$424K +18,555 +29%
SA
48
Sovran Advisors
California
$1.87M +$164K +7,163 +9%
FH
49
FWG Holdings
Florida
$1.84M -$13K -568 -0.7%
PI
50
PFG Investments
New York
$1.68M +$63.7K +2,785 +4%