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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW

87 hedge funds and large institutions have $296M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $234M → $296M (+$62.6M)

1.77% more ownership

Funds ownership: 23.76% → 25.53% (+1.8%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 89 → 87 (-2)

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
48
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$16.3M
2
Bank of America
Bank of America
North Carolina
+$10.2M
3
FH
FWG Holdings
Florida
+$8.14M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.27M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$5.35M
2
TIM
Tortoise Investment Management
New York
-$4.64M
3
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
4
Jane Street
Jane Street
New York
-$1.83M
5
HF
HRT Financial
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Shelton Wealth Management
Texas
$455K – – –
LAS
52
Lloyd Advisory Services
Georgia
$448K +$4.01K +169 +0.9%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$433K -$119K -4,996 -22%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$431K +$110K +4,647 +35%
Renaissance Technologies
55
Renaissance Technologies
New York
$411K +$406K +17,100 New
OMC
56
Old Mission Capital
Illinois
$371K -$392K -16,534 -52%
GSEP
57
Golden State Equity Partners
California
$359K +$354K +14,935 New
UBS Group
58
UBS Group
Switzerland
$303K +$285K +12,011 +2,002%
AWM
59
AE Wealth Management
Kansas
$270K +$244K +10,284 +1,112%
TCM
60
Triumph Capital Management
Colorado
$259K +$11.2K +471 +5%
WA
61
Wealth Alliance
New York
$256K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$243K -$205K -8,650 -46%
GC
63
GFG Capital
Florida
$237K +$61.7K +2,600 New
AWS
64
Atria Wealth Solutions
New York
$235K -$48K -2,025 -17%
CFS
65
Coordinated Financial Services
Colorado
$230K +$227K +9,550 New
TIM
66
Tortoise Investment Management
New York
$221K -$4.64M -195,613 -96%
FWA
67
FSC Wealth Advisors
New York
$217K +$104K +4,389 +94%
LC
68
Luminist Capital
Michigan
$194K +$14.2K +598 +8%
SIS
69
Sound Income Strategies
Florida
$132K – – –
Comerica Bank
70
Comerica Bank
Texas
$96.5K +$2.56K +108 +3%
SPIA
71
Steward Partners Investment Advisory
New York
$87.5K – – –
JP Morgan Chase
72
JP Morgan Chase
New York
$73.6K +$23.4K +986 +48%
HI
73
Harbour Investments
Wisconsin
$69.8K +$688 +29 +1%
FFA
74
Farther Finance Advisors
California
$68.2K +$66.8K +2,815 New
AAP
75
Arax Advisory Partners
Colorado
$53K +$1.38K +58 +3%
1 2
3
4

TLTW Hedge Fund Activity: Q1 2025 in Review

87 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q1 2025, worth a combined $296M — up 27% from $234M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TLTW and 12 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 48 added.

The largest buyer was Traphagen Investment Advisors, adding an estimated $16.3M. The largest seller was MML Investors Services, cutting an estimated $5.35M.

  • 87 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q1 2025, down from 89 in Q4 2024.
  • Funds reported $296M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 12 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q1 2025 was Traphagen Investment Advisors, an estimated $16.3M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q1 2025 was MML Investors Services, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2025.