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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW

100 hedge funds and large institutions have $294M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more capital invested

Capital invested by funds: $257M → $294M (+$37.1M)

10% more funds holding

Funds holding: 91 → 100 (+9)

1.54% less ownership

Funds ownership: 22.59% → 21.04% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
47
Reduced
23
Closed
9
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.23M
3
LPL Financial
LPL Financial
California
+$5.18M
4
Morgan Stanley
Morgan Stanley
New York
+$4.75M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.14M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$8.74M
2
MML Investors Services
MML Investors Services
Massachusetts
-$5.71M
3
SA
Sanctuary Advisors
Indiana
-$5.7M
4
KPWS
Kestra Private Wealth Services
Texas
-$1.51M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
51
Fox Hill Wealth Management
Massachusetts
$553K -$27.1K -1,185 -5%
BFA
52
Blueprint Financial Advisors
North Carolina
$545K +$533K +23,303 New
BIP
53
Blueprint Investment Partners
North Carolina
$545K +$533K +23,303 New
BAM
54
Belpointe Asset Management
Nevada
$537K -$61.5K -2,689 -10%
FCA
55
Fortis Capital Advisors
Kansas
$537K -$61.5K -2,689 -10%
MYIA
56
Mount Yale Investment Advisors
Colorado
$528K +$517K +22,587 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$490K – – –
GSEP
58
Golden State Equity Partners
California
$487K +$149K +6,511 +46%
LAS
59
Lloyd Advisory Services
Georgia
$477K +$46.3K +2,025 +11%
DWM
60
Diversify Wealth Management
Utah
$463K – – –
PAS
61
Park Avenue Securities
New York
$436K +$166K +7,272 +64%
TWC
62
TD Waterhouse Canada
Ontario, Canada
$416K +$406K +17,760 New
TCM
63
Triumph Capital Management
Colorado
$405K +$78.6K +3,436 +25%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$389K -$24.1K -1,053 -6%
GWSA
65
Global Wealth Strategies & Associates
Colorado
$382K -$43.8K -1,915 -10%
MA
66
Mutual Advisors
Nebraska
$364K – – –
LA
67
Latitude Advisors
Florida
$338K -$171K -7,495 -34%
KAS
68
Kestra Advisory Services
Texas
$327K +$14.7K +641 +5%
OBWG
69
Onyx Bridge Wealth Group
New York
$274K +$268K +11,700 New
FWA
70
FSC Wealth Advisors
New York
$239K +$32K +1,398 +16%
XT
71
XTX Topco
Cayman Islands
$239K +$234K +10,210 New
CFS
72
Coordinated Financial Services
Colorado
$216K -$54.5K -2,383 -21%
NA
73
NewEdge Advisors
Louisiana
$215K +$4.3K +188 +2%
WLPWM
74
Walled Lake Planning & Wealth Management
Illinois
$205K +$201K +8,775 New
US Bancorp
75
US Bancorp
Minnesota
$203K +$199K +8,684 New
1 2
3
4 5

TLTW Hedge Fund Activity: Q3 2025 in Review

100 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q3 2025, worth a combined $294M — up 14% from $257M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TLTW positions and 9 closed out — a net gain of 10 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $12M. The largest seller was Franklin Resources, cutting an estimated $8.74M.

  • 100 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $294M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 19 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q3 2025 and 9 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q3 2025 was Bank of America, an estimated $12M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q3 2025 was Franklin Resources, an estimated $8.74M sold.

Based on aggregated 13F filings for Q3 2025.