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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
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Overview Fund Activity

87 hedge funds and large institutions have $232M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
25
Increased
30
Reduced
25
Closed
10
Calls
$22.7M
Puts
–
Net Calls
+$22.7M
Net Calls Change
+$22.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$33.5M
2
AI
2
Atria Investments
North Carolina
$5.76M
3
CM
3
Columbus Macro
Pennsylvania
$4.87M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.69M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$40.3M
2
LPL Financial
2
LPL Financial
California
$10.3M
3
FH
3
FWG Holdings
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$13.7M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$336K 14,290 -50,518 -78%
TSS
52
Two Sigma Securities
New York
$321K 13,633 +13,633 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$312K 13,260 +2,412 +22%
DA
54
Dover Advisors
Virginia
$282K 12,000 +12,000 New
AWS
55
Atria Wealth Solutions
New York
$277K 11,782 +151 +1%
WA
56
Wealth Alliance
New York
$250K 10,638 -26,200 -71%
PIA
57
Perennial Investment Advisors
California
$244K 10,359 +10,359 New
TCM
58
Triumph Capital Management
Colorado
$242K 10,285 +10,285 New
FFO
59
Fiduciary Family Office
Florida
$232K 9,884 +9,884 New
NHFG
60
New Harbor Financial Group
Massachusetts
$232K 9,884 +9,884 New
CIBC World Market
61
CIBC World Market
Ontario, Canada
$212K 9,012 -3,073 -25%
APWM
62
Anchor Pointe Wealth Management
Missouri
$202K 8,539 +8,539 New
LC
63
Luminist Capital
Michigan
$174K 7,415 +7,415 New
SIS
64
Sound Income Strategies
Florida
$129K 5,500 – –
FWA
65
FSC Wealth Advisors
New York
$109K 4,650 -3,015 -39%
Comerica Bank
66
Comerica Bank
Texas
$91.8K 3,904 +213 +6%
SPIA
67
Steward Partners Investment Advisory
New York
$85.5K 3,635 -1,334 -27%
HI
68
Harbour Investments
Wisconsin
$67.6K 2,873 +2,873 New
AAP
69
Arax Advisory Partners
Colorado
$50.4K 2,145 +117 +6%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$48.7K 2,072 -542 -21%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$33.8K 1,435 -920 -39%
PA
72
Parallel Advisors
California
$29.4K 1,250 +1,250 New
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$25.8K 1,098 +1,098 New
TAM
74
Tucker Asset Management
Colorado
$23.1K 981 – –
AWM
75
AE Wealth Management
Kansas
$21.8K 925 +925 New
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