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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

91 hedge funds and large institutions have $257M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

5% more funds holding

Funds holding: 8791 (+4)

2.95% less ownership

Funds ownership: 25.53%22.59% (-2.9%)

13% less capital invested

Capital invested by funds: $296M → $257M (-$39.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
39
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Diversify Wealth Management
Utah
$445K
LAS
52
Lloyd Advisory Services
Georgia
$425K -$6.35K -276 -1%
GWSA
53
Global Wealth Strategies & Associates
Colorado
$423K -$33.6K -1,461 -7%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$414K -$1.33K -58 -0.3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$410K -$6.9K -300 -2%
MA
56
Mutual Advisors
Nebraska
$345K +$350K +15,213 New
GSEP
57
Golden State Equity Partners
California
$332K -$14.5K -629 -4%
TCM
58
Triumph Capital Management
Colorado
$322K +$72.5K +3,151 +29%
KAS
59
Kestra Advisory Services
Texas
$309K +$307K +13,330 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$272K +$37.9K +1,650 +16%
CFS
61
Coordinated Financial Services
Colorado
$269K +$47.2K +2,053 +21%
PAS
62
Park Avenue Securities
New York
$264K +$262K +11,380 New
WA
63
Wealth Alliance
New York
$247K
IFG
64
Independent Financial Group
California
$220K -$914K -39,765 -81%
NA
65
NewEdge Advisors
Louisiana
$208K +$207K +8,990 New
FWA
66
FSC Wealth Advisors
New York
$204K -$5.08K -221 -2%
LC
67
Luminist Capital
Michigan
$178K -$7.61K -331 -4%
SIS
68
Sound Income Strategies
Florida
$127K
ABWM
69
Alpine Bank Wealth Management
Colorado
$117K +$116K +5,031 New
TIM
70
Tortoise Investment Management
New York
$111K -$101K -4,375 -48%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$92.7K -$598K -26,000 -87%
JP Morgan Chase
72
JP Morgan Chase
New York
$92.7K +$21.6K +939 +31%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$82.1K +$48.4K +2,105 +147%
Wells Fargo
74
Wells Fargo
California
$77.4K +$73.6K +3,199 +2,301%
HI
75
Harbour Investments
Wisconsin
$68.4K +$1.13K +49 +2%

TLTW Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q2 2025, worth a combined $257M — down 13% from $296M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TLTW positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $9.79M. The largest seller was Traphagen Investment Advisors, cutting an estimated $54.3M.

  • 91 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $257M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 16 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q2 2025 was Bank of America, an estimated $9.79M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q2 2025 was Traphagen Investment Advisors, an estimated $54.3M sold.

Based on aggregated 13F filings for Q2 2025.