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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

91 hedge funds and large institutions have $257M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

5% more funds holding

Funds holding: 8791 (+4)

2.95% less ownership

Funds ownership: 25.53%22.59% (-2.9%)

13% less capital invested

Capital invested by funds: $296M → $257M (-$39.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
39
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$65.8K +$65.3K +2,839 New
AAP
77
Arax Advisory Partners
Colorado
$53.4K +$2.35K +102 +5%
SPIA
78
Steward Partners Investment Advisory
New York
$50.6K -$33.3K -1,450 -40%
AWM
79
AE Wealth Management
Kansas
$30.7K -$227K -9,884 -88%
FHA
80
First Horizon Advisors
Tennessee
$27.3K -$1.43K -62 -5%
FFA
81
Farther Finance Advisors
California
$14.5K -$50.3K -2,189 -78%
AF
82
Allworth Financial
California
$11.6K +$11.5K +500 New
PSFG
83
Park Square Financial Group
Georgia
$8.76K -$2.6K -113 -23%
PA
84
Parallel Advisors
California
$6.44K +$6.39K +278 New
NSIM
85
North Star Investment Management
Illinois
$3.13K +$138 +6 +5%
PS
86
Principal Securities
Iowa
$3.13K +$805 +35 +35%
VEA
87
Virtus ETF Advisers
New York
$2.9K +$46 +2 +2%
PP
88
Pacifica Partners
Canada
$2.88K
POIA
89
Pin Oak Investment Advisors
Texas
$2K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$483 -$4.16K -181 -90%
AWM
91
Activest Wealth Management
Florida
$113
AI
92
Atria Investments
North Carolina
-$6.29M -261,531 Closed
QC
93
Quadrature Capital
United Kingdom
-$1.34M -55,780 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$957K -39,791 Closed
PPW
95
Pasadena Private Wealth
California
-$731K -30,365 Closed
TWC
96
TD Waterhouse Canada
Ontario, Canada
-$560K -23,109 Closed
PPA
97
Pacific Point Advisors
California
-$2.08M -22,872 Closed
GS
98
GWN Securities
Florida
-$513K -21,331 Closed
TCA
99
Transcend Capital Advisors
New Jersey
-$482K -20,047 Closed
OMC
100
Old Mission Capital
Illinois
-$371K -15,437 Closed

TLTW Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q2 2025, worth a combined $257M — down 13% from $296M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TLTW positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $9.79M. The largest seller was Traphagen Investment Advisors, cutting an estimated $54.3M.

  • 91 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $257M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 16 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q2 2025 was Bank of America, an estimated $9.79M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q2 2025 was Traphagen Investment Advisors, an estimated $54.3M sold.

Based on aggregated 13F filings for Q2 2025.