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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

121 hedge funds and large institutions have $396M 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, 53 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.9M
2 +$12.6M
3 +$12.3M
4
LPL Financial
LPL Financial
California
+$11.2M
5
BlackRock
BlackRock
New York
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Diversify Wealth Management
Utah
$446K
PS
77
Principal Securities
Iowa
$381K
Citadel Advisors
78
Citadel Advisors
Florida
$376K
KAS
79
Kestra Advisory Services
Texas
$374K
GRP
80
Global Retirement Partners
California
$356K
KA
81
Kovack Advisors
Florida
$341K
CFS
82
Coordinated Financial Services
Colorado
$331K
WLPWM
83
Walled Lake Planning & Wealth Management
Illinois
$298K
GWSA
84
Global Wealth Strategies & Associates
Colorado
$279K
JPLA
85
Joseph P. Lucia & Associates
New York
$272K
LA
86
Latitude Advisors
Florida
$267K
SPA
87
Sentinel Pension Advisors
Massachusetts
$245K
IAA
88
Independent Advisor Alliance
North Carolina
$230K
FWM
89
Foguth Wealth Management
Michigan
$227K
SF
90
Summit Financial
New Jersey
$222K
NA
91
NewEdge Advisors
Louisiana
$216K
CFB
92
Cullen/Frost Bankers
Texas
$200K
WIA
93
World Investment Advisors
California
$176K
CJ
94
Caitlin John
Michigan
$161K
JP Morgan Chase
95
JP Morgan Chase
New York
$137K
IA
96
IFP Advisors
Florida
$131K
MFA
97
Morling Financial Advisors
California
$117K
IAIM
98
International Assets Investment Management
Florida
$115K
MB
99
MidFirst Bank
Oklahoma
$113K
PWAM
100
Private Wealth Asset Management
Iowa
$113K