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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

122 hedge funds and large institutions have $397M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

135% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 23

35% more capital invested

Capital invested by funds: $294M → $397M (+$103M)

22% more funds holding

Funds holding: 100122 (+22)

2.92% more ownership

Funds ownership: 21.04%23.96% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
122
Holders Change
+22
Holders Change %
+22%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
54
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$951K +$489K +20,969 +100%
SA
52
Sanctuary Advisors
Indiana
$875K +$122K +5,229 +16%
ABWM
53
Alpine Bank Wealth Management
Colorado
$857K +$12.6K +540 +1%
SAM
54
Secure Asset Management
Michigan
$807K +$831K +35,615 New
AWE
55
Avidian Wealth Enterprises
Texas
$806K
AIM
56
Advyzon Investment Management
Illinois
$767K +$93.3K +3,997 +13%
FAM
57
Frontier Asset Management
Wyoming
$764K +$786K +33,697 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$734K +$198K +8,475 +35%
PIA
59
Perennial Investment Advisors
California
$731K -$43.5K -1,866 -5%
NCM
60
NCM Capital Management
New Jersey
$728K -$656K -28,102 -47%
DA
61
Dover Advisors
Virginia
$697K -$148K -6,358 -17%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K -$211K -9,050 -23%
OMC
63
Old Mission Capital
Illinois
$670K +$690K +29,565 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$669K +$300K +12,850 +77%
FIA
65
Foundations Investment Advisors
Arizona
$658K -$166K -7,097 -20%
WWM
66
Walser Wealth Management
Florida
$658K +$677K +29,018 New
MA
67
Mutual Advisors
Nebraska
$621K +$284K +12,162 +80%
BFA
68
Blueprint Financial Advisors
North Carolina
$598K +$71.3K +3,056 +13%
BIP
69
Blueprint Investment Partners
North Carolina
$598K +$71.3K +3,056 +13%
MYIA
70
Mount Yale Investment Advisors
Colorado
$524K +$12.5K +537 +2%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$524K +$540K +23,124 New
LAS
72
Lloyd Advisory Services
Georgia
$511K +$50.3K +2,156 +11%
PAS
73
Park Avenue Securities
New York
$510K +$89.8K +3,849 +21%
PA
74
PFG Advisors
Arizona
$490K +$505K +21,635 New
QCA
75
Quantify Chaos Advisors
New York
$473K +$487K +20,874 New