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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

120 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, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$381K
Citadel Advisors
77
Citadel Advisors
Florida
$376K
KAS
78
Kestra Advisory Services
Texas
$374K
GRP
79
Global Retirement Partners
California
$356K
KA
80
Kovack Advisors
Florida
$341K
CFS
81
Coordinated Financial Services
Colorado
$331K
WLPWM
82
Walled Lake Planning & Wealth Management
Illinois
$298K
GWSA
83
Global Wealth Strategies & Associates
Colorado
$279K
JPLA
84
Joseph P. Lucia & Associates
New York
$272K
LA
85
Latitude Advisors
Florida
$267K
SPA
86
Sentinel Pension Advisors
Massachusetts
$245K
IAA
87
Independent Advisor Alliance
North Carolina
$230K
FWM
88
Foguth Wealth Management
Michigan
$227K
SF
89
Summit Financial
New Jersey
$222K
NA
90
NewEdge Advisors
Louisiana
$216K
CFB
91
Cullen/Frost Bankers
Texas
$200K
WIA
92
World Investment Advisors
California
$176K
CJ
93
Caitlin John
Michigan
$161K
JP Morgan Chase
94
JP Morgan Chase
New York
$137K
IA
95
IFP Advisors
Florida
$131K
MFA
96
Morling Financial Advisors
California
$117K
IAIM
97
International Assets Investment Management
Florida
$115K
MB
98
MidFirst Bank
Oklahoma
$113K
PWAM
99
Private Wealth Asset Management
Iowa
$113K
AWM
100
AE Wealth Management
Kansas
$106K