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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

88 hedge funds and large institutions have $246M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
36
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSA
51
Global Wealth Strategies & Associates
Colorado
$423K -$33.9K -1,461 -7%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$414K -$1.34K -58 -0.3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$410K -$6.95K -300 -2%
MA
54
Mutual Advisors
Nebraska
$345K +$345K +15,213 New
GSEP
55
Golden State Equity Partners
California
$332K -$14.6K -629 -4%
TCM
56
Triumph Capital Management
Colorado
$322K +$73K +3,151 +29%
KAS
57
Kestra Advisory Services
Texas
$309K +$309K +13,330 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$272K +$38.2K +1,650 +16%
CFS
59
Coordinated Financial Services
Colorado
$269K +$47.6K +2,053 +21%
PAS
60
Park Avenue Securities
New York
$264K +$264K +11,380 New
WA
61
Wealth Alliance
New York
$247K
NA
62
NewEdge Advisors
Louisiana
$208K +$208K +8,990 New
FWA
63
FSC Wealth Advisors
New York
$204K -$5.12K -221 -2%
LC
64
Luminist Capital
Michigan
$178K -$7.68K -331 -4%
SIS
65
Sound Income Strategies
Florida
$127K
ABWM
66
Alpine Bank Wealth Management
Colorado
$117K +$117K +5,031 New
TIM
67
Tortoise Investment Management
New York
$111K -$101K -4,375 -48%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$92.7K -$603K -26,000 -87%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$92.7K +$21.8K +939 +31%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$82.1K +$48.8K +2,105 +147%
Wells Fargo
71
Wells Fargo
California
$77.4K +$74.2K +3,199 +2,301%
HI
72
Harbour Investments
Wisconsin
$68.4K +$1.14K +49 +2%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$65.8K +$65.8K +2,839 New
AAP
74
Arax Advisory Partners
Colorado
$53.4K +$2.37K +102 +5%
SPIA
75
Steward Partners Investment Advisory
New York
$50.6K -$33.6K -1,450 -40%