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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
DWM
76
Diversify Wealth Management
Utah
$446K
PS
77
Principal Securities
Iowa
$381K +$389K +16,654 +12,336%
Citadel Advisors
78
Citadel Advisors
Florida
$376K +$387K +16,596 New
KAS
79
Kestra Advisory Services
Texas
$374K +$58.6K +2,512 +18%
GRP
80
Global Retirement Partners
California
$356K +$350K +15,021 +2,262%
KA
81
Kovack Advisors
Florida
$341K +$351K +15,063 New
CFS
82
Coordinated Financial Services
Colorado
$331K +$125K +5,370 +58%
WLPWM
83
Walled Lake Planning & Wealth Management
Illinois
$298K +$102K +4,380 +50%
PWM
84
Prosperity Wealth Management
California
$280K +$288K +12,338 New
GWSA
85
Global Wealth Strategies & Associates
Colorado
$279K -$93.9K -4,024 -25%
JPLA
86
Joseph P. Lucia & Associates
New York
$272K +$280K +11,989 New
LA
87
Latitude Advisors
Florida
$267K -$62.2K -2,666 -18%
SPA
88
Sentinel Pension Advisors
Massachusetts
$245K +$252K +10,809 New
WIA
89
World Investment Advisors
California
$232K +$239K +10,232 New
IAA
90
Independent Advisor Alliance
North Carolina
$230K +$237K +10,140 New
FWM
91
Foguth Wealth Management
Michigan
$227K +$234K +10,038 New
SF
92
Summit Financial
New Jersey
$222K +$229K +9,800 New
NA
93
NewEdge Advisors
Louisiana
$216K +$8.28K +355 +4%
CFB
94
Cullen/Frost Bankers
Texas
$200K +$57.3K +2,454 +39%
CJ
95
Caitlin John
Michigan
$161K +$166K +7,100 New
JP Morgan Chase
96
JP Morgan Chase
New York
$137K +$11.9K +508 +9%
IA
97
IFP Advisors
Florida
$131K +$45.8K +1,961 +52%
MFA
98
Morling Financial Advisors
California
$117K +$120K +5,164 New
IAIM
99
International Assets Investment Management
Florida
$115K +$118K +5,078 New
MB
100
MidFirst Bank
Oklahoma
$113K +$117K +5,000 New