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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW

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: 1 → 3 (+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: 122 → 131 (+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
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Foguth Wealth Management
Michigan
+$50.5M
2
Morgan Stanley
Morgan Stanley
New York
+$19.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M
4
PA
PFG Advisors
Arizona
+$8.15M
5
VWM
VanWeelden Wealth Management
Ohio
+$7.15M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.9M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$5.47M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.33M
4
Jane Street
Jane Street
New York
-$5.28M
5
QC
Quadrature Capital
United Kingdom
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
51
Caitlin John
Michigan
$1.62M +$1.47M +64,480 +908%
TIA
52
Traphagen Investment Advisors
New Jersey
$1.58M +$511K +22,341 +47%
MA
53
Mutual Advisors
Nebraska
$1.57M +$962K +42,070 +154%
WA
54
Wealth Alliance
New York
$1.47M +$300K +13,113 +25%
ABWM
55
Alpine Bank Wealth Management
Colorado
$1.36M +$508K +22,229 +59%
Stifel Financial
56
Stifel Financial
Missouri
$1.25M -$1.72K -75 -0.1%
Truist Financial
57
Truist Financial
North Carolina
$1.19M -$196K -8,563 -14%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.17M +$138K +6,025 +13%
WS
59
Wedbush Securities
California
$1.15M -$49.7K -2,174 -4%
SA
60
Sanctuary Advisors
Indiana
$1.1M +$230K +10,039 +26%
DA
61
Dover Advisors
Virginia
$871K +$177K +7,725 +25%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$836K +$170K +7,440 +25%
BFA
63
Blueprint Financial Advisors
North Carolina
$770K +$176K +7,699 +29%
BIP
64
Blueprint Investment Partners
North Carolina
$770K +$176K +7,699 +29%
PIA
65
Perennial Investment Advisors
California
$730K +$1.35K +59 +0.2%
NCM
66
NCM Capital Management
New Jersey
$727K +$91 +4 +0%
OMC
67
Old Mission Capital
Illinois
$712K +$43.6K +1,908 +6%
NS
68
NBC Securities
Alabama
$708K +$715K +31,292 New
FAM
69
Frontier Asset Management
Wyoming
$707K -$55.9K -2,447 -7%
AWE
70
Avidian Wealth Enterprises
Texas
$705K -$100K -4,380 -12%
PAS
71
Park Avenue Securities
New York
$691K +$184K +8,057 +36%
CFS
72
Coordinated Financial Services
Colorado
$679K +$353K +15,435 +106%
IAA
73
Independent Advisor Alliance
North Carolina
$647K +$422K +18,445 +182%
KAS
74
Kestra Advisory Services
Texas
$617K +$247K +10,791 +65%
AIM
75
Advyzon Investment Management
Illinois
$553K -$214K -9,378 -28%
1 2
3
4 5

TLTW Hedge Fund Activity: Q1 2026 in Review

131 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q1 2026, worth a combined $534M — up 34% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TLTW positions and 12 closed out — a net gain of 13 holders — while 76 added to existing stakes and 24 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $50.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $15.9M.

  • 131 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $534M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q1 2026, up 34% quarter-over-quarter.
  • 25 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q1 2026 and 12 closed out, a net change of +13 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q1 2026 was Foguth Wealth Management, an estimated $50.5M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2026.