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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

131 hedge funds and large institutions have $534M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 24

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $397M → $534M (+$137M)

7% more funds holding

Funds holding: 122131 (+9)

5.16% more ownership

Funds ownership: 23.96%29.11% (+5.2%)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
76
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
51
Caitlin John
Michigan
$1.62M +$1.47M +64,480 +908%
TIA
52
Traphagen Investment Advisors
New Jersey
$1.58M +$511K +22,341 +47%
MA
53
Mutual Advisors
Nebraska
$1.57M +$962K +42,070 +154%
WA
54
Wealth Alliance
New York
$1.47M +$300K +13,113 +25%
ABWM
55
Alpine Bank Wealth Management
Colorado
$1.36M +$508K +22,229 +59%
Stifel Financial
56
Stifel Financial
Missouri
$1.25M -$1.72K -75 -0.1%
Truist Financial
57
Truist Financial
North Carolina
$1.19M -$196K -8,563 -14%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.17M +$138K +6,025 +13%
WS
59
Wedbush Securities
California
$1.15M -$49.7K -2,174 -4%
SA
60
Sanctuary Advisors
Indiana
$1.1M +$230K +10,039 +26%
DA
61
Dover Advisors
Virginia
$871K +$177K +7,725 +25%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$836K +$170K +7,440 +25%
BFA
63
Blueprint Financial Advisors
North Carolina
$770K +$176K +7,699 +29%
BIP
64
Blueprint Investment Partners
North Carolina
$770K +$176K +7,699 +29%
PIA
65
Perennial Investment Advisors
California
$730K +$1.35K +59 +0.2%
NCM
66
NCM Capital Management
New Jersey
$727K +$91 +4 +0%
OMC
67
Old Mission Capital
Illinois
$712K +$43.6K +1,908 +6%
NS
68
NBC Securities
Alabama
$708K +$715K +31,292 New
FAM
69
Frontier Asset Management
Wyoming
$707K -$55.9K -2,447 -7%
AWE
70
Avidian Wealth Enterprises
Texas
$705K -$100K -4,380 -12%
PAS
71
Park Avenue Securities
New York
$691K +$184K +8,057 +36%
CFS
72
Coordinated Financial Services
Colorado
$679K +$353K +15,435 +106%
IAA
73
Independent Advisor Alliance
North Carolina
$647K +$422K +18,445 +182%
KAS
74
Kestra Advisory Services
Texas
$617K +$247K +10,791 +65%
AIM
75
Advyzon Investment Management
Illinois
$553K -$214K -9,378 -28%