TLTW icon

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

33 hedge funds and large institutions have $98.1M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, reducing their positions, and 7 closing their positions.

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
15
Reduced
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$40.7M 1,410,106 +366,577 +35%
WP
2
WealthShield Partners
North Carolina
$16.8M 581,821 +165,719 +40%
TIM
3
Tortoise Investment Management
New York
$11M 382,261 +115,126 +43%
EWM
4
Elmwood Wealth Management
California
$5.13M 177,697 +177,697 New
LPL Financial
5
LPL Financial
California
$4.78M 165,464 +165,464 New
SSWG
6
Seven Springs Wealth Group
Tennessee
$3.77M 130,414 +8,590 +7%
Jane Street
7
Jane Street
New York
$2.97M 102,701 +51,023 +99%
NCM
8
NCM Capital Management
New Jersey
$2.72M 94,173 +14,484 +18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.91M 66,124 +42,995 +186%
OMC
10
Old Mission Capital
Illinois
$1.81M 62,493 +21,248 +52%
AFG
11
Atomi Financial Group
New York
$1.32M 45,526 +45,526 New
RJA
12
Raymond James & Associates
Florida
$766K 26,515 +11,200 +73%
IWC
13
Integrated Wealth Concepts
Massachusetts
$765K 26,466 +4,722 +22%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$632K 21,886 +21,886 New
CIBC World Market
15
CIBC World Market
Ontario, Canada
$516K 17,849 +17,849 New
TCM
16
Triumph Capital Management
Colorado
$471K 16,303 +16,303 New
Stifel Financial
17
Stifel Financial
Missouri
$410K 14,176 +14,176 New
ASN
18
Advisory Services Network
Georgia
$301K 10,415 +2,122 +26%
HighTower Advisors
19
HighTower Advisors
Illinois
$300K 10,388 +10,388 New
MSAM
20
Moloney Securities Asset Management
Missouri
$232K 8,029 +8,029 New
Osaic Holdings
21
Osaic Holdings
Arizona
$201K 6,972 +6,567 +1,621%
CWA
22
Core Wealth Advisors
Florida
$176K 6,095 +2,888 +90%
Comerica Bank
23
Comerica Bank
Texas
$91.9K 3,181 +3,181 New
AAP
24
Arax Advisory Partners
Colorado
$67.3K 2,330 +230 +11%
SPIA
25
Steward Partners Investment Advisory
New York
$46.7K 1,617 +1,617 New