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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

131 hedge funds and large institutions have $534M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 24

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $397M → $534M (+$137M)

7% more funds holding

Funds holding: 122131 (+9)

5.16% more ownership

Funds ownership: 23.96%29.11% (+5.2%)

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
76
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
76
Mount Yale Investment Advisors
Colorado
$548K +$25.5K +1,116 +5%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$545K +$22.2K +972 +4%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$506K +$511K +22,368 New
FIA
79
Foundations Investment Advisors
Arizona
$496K -$162K -7,070 -24%
WWM
80
Walser Wealth Management
Florida
$496K -$162K -7,070 -24%
PS
81
Principal Securities
Iowa
$453K +$74.3K +3,249 +19%
WIA
82
World Investment Advisors
California
$430K +$200K +8,763 +86%
CWAF
83
Core Wealth Advisors (Florida)
Florida
$423K +$428K +18,721 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$409K -$286K -12,500 -41%
SC
85
Searle & Co
Connecticut
$362K +$366K +16,000 New
WE
86
Wealth Effects
Massachusetts
$332K +$335K +14,670 New
XT
87
XTX Topco
Cayman Islands
$330K +$333K +14,574 New
DWM
88
Diversify Wealth Management
Utah
$312K -$126K -5,500 -28%
WLPWM
89
Walled Lake Planning & Wealth Management
Illinois
$298K
LA
90
Latitude Advisors
Florida
$290K +$23.5K +1,026 +9%
JPLA
91
Joseph P. Lucia & Associates
New York
$283K +$11.4K +500 +4%
GWSA
92
Global Wealth Strategies & Associates
Colorado
$273K -$5.37K -235 -2%
KA
93
Kovack Advisors
Florida
$258K -$83.4K -3,648 -24%
FBT
94
First Bank & Trust
South Dakota
$256K +$259K +11,322 New
CAG
95
Csenge Advisory Group
Florida
$251K +$254K +11,103 New
SPA
96
Sentinel Pension Advisors
Massachusetts
$248K +$3.84K +168 +2%
FFA
97
Farther Finance Advisors
California
$245K +$243K +10,645 +6,153%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$240K +$165K +7,226 +213%
CFB
99
Cullen/Frost Bankers
Texas
$229K +$30.6K +1,339 +15%
SF
100
Summit Financial
New Jersey
$210K -$11.4K -500 -5%