TLTW icon

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

76 hedge funds and large institutions have $280M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
32
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$61.2M 2,265,653 +136,346 +6%
LPL Financial
2
LPL Financial
California
$25.1M 929,608 +815,869 +717%
Franklin Resources
3
Franklin Resources
California
$24.5M 953,231 +284,356 +43%
Bank of America
4
Bank of America
North Carolina
$21.5M 798,145 +473,120 +146%
MML Investors Services
5
MML Investors Services
Massachusetts
$19.6M 724,556 -16,239 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.4M 644,474 -37,912 -6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15M 554,303 +291,578 +111%
SA
8
Sanctuary Advisors
Indiana
$12.3M 494,589 +494,589 New
WP
9
WealthShield Partners
North Carolina
$9.01M 333,629 +11,477 +4%
FH
10
FWG Holdings
Florida
$8.78M 346,724 +15,358 +5%
TIM
11
Tortoise Investment Management
New York
$7.81M 289,336 -79,328 -22%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6M 222,373 +173,504 +355%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.62M 171,238 +89,154 +109%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.25M 157,464 +9,450 +6%
ACM
15
AlphaStar Capital Management
North Carolina
$3.92M 145,076 -10,564 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.81M 104,010 +32,973 +46%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.53M 93,525 -1,975 -2%
NCM
18
NCM Capital Management
New Jersey
$2.5M 92,601 +92 +0.1%
Jane Street
19
Jane Street
New York
$1.79M 66,124 +20,943 +46%
RIA
20
Regal Investment Advisors
Michigan
$1.75M 64,808 +33,138 +105%
EWM
21
Elmwood Wealth Management
California
$1.7M 62,839 -1,837 -3%
FIA
22
Foundations Investment Advisors
Arizona
$1.51M 55,970 +55,970 New
FHWM
23
Fox Hill Wealth Management
Massachusetts
$1.39M 51,578 +51,578 New
Stifel Financial
24
Stifel Financial
Missouri
$1.34M 49,462 +11,047 +29%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.32M 48,759 -11,242 -19%