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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

88 hedge funds and large institutions have $246M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
36
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$30.7K -$229K -9,884 -88%
FHA
77
First Horizon Advisors
Tennessee
$27.3K -$1.44K -62 -5%
FFA
78
Farther Finance Advisors
California
$14.5K -$50.7K -2,189 -78%
AF
79
Allworth Financial
California
$11.6K +$11.6K +500 New
PSFG
80
Park Square Financial Group
Georgia
$8.76K -$2.62K -113 -23%
PA
81
Parallel Advisors
California
$6.44K +$6.44K +278 New
NSIM
82
North Star Investment Management
Illinois
$3.14K +$139 +6 +5%
PS
83
Principal Securities
Iowa
$3.13K +$811 +35 +35%
VEA
84
Virtus ETF Advisers
New York
$2.9K +$2.9K +125 New
PP
85
Pacifica Partners
Canada
$2.88K
POIA
86
Pin Oak Investment Advisors
Texas
$2K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$483 -$4.16K -181 -90%
AWM
88
Activest Wealth Management
Florida
$113
AI
89
Atria Investments
North Carolina
-$6.29M -261,531 Closed
QC
90
Quadrature Capital
United Kingdom
-$1.34M -55,780 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-$957K -39,791 Closed
PPW
92
Pasadena Private Wealth
California
-$731K -30,365 Closed
TWC
93
TD Waterhouse Canada
Ontario, Canada
-$560K -23,109 Closed
PPA
94
Pacific Point Advisors
California
-$2.08M -22,872 Closed
GS
95
GWN Securities
Florida
-$513K -21,331 Closed
TCA
96
Transcend Capital Advisors
New Jersey
-$482K -20,047 Closed
OMC
97
Old Mission Capital
Illinois
-$371K -15,437 Closed
AWS
98
Atria Wealth Solutions
New York
-$235K -9,757 Closed
SWM
99
Shelton Wealth Management
Texas
-$455K -5,000 Closed
GC
100
GFG Capital
Florida
-$237K -2,600 Closed