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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

83 hedge funds and large institutions have $281M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
45
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$57.8M 2,403,657 +688,738 +40%
Franklin Resources
2
Franklin Resources
California
$37.5M 1,558,406 +134,301 +9%
Bank of America
3
Bank of America
North Carolina
$24.3M 1,012,015 +429,476 +74%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.2M 881,003 +119,021 +16%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$18.9M 785,035 +180,055 +30%
LPL Financial
6
LPL Financial
California
$11.9M 493,833 +56,527 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.6M 399,064 +169,914 +74%
CM
8
Columbus Macro
Pennsylvania
$8.84M 367,388 +160,496 +78%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.74M 363,391 +91,204 +34%
MML Investors Services
10
MML Investors Services
Massachusetts
$8.37M 347,936 -225,533 -39%
FH
11
FWG Holdings
Florida
$8.14M 342,968 +342,968 New
WP
12
WealthShield Partners
North Carolina
$6.81M 283,231 +8,522 +3%
AI
13
Atria Investments
North Carolina
$6.29M 261,531 +16,618 +7%
KPWS
14
Kestra Private Wealth Services
Texas
$4.6M 191,251 +122,030 +176%
Morgan Stanley
15
Morgan Stanley
New York
$4.28M 177,970 +149,052 +515%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.68M 153,041 +36,384 +31%
NWM
17
Napa Wealth Management
California
$2.99M 124,068 +66,766 +117%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.67M 110,856 -754 -0.7%
AssetMark Inc
19
AssetMark Inc
California
$2.36M 97,983 +19,860 +25%
Truist Financial
20
Truist Financial
North Carolina
$2.23M 92,692 +31,177 +51%
PPA
21
Pacific Point Advisors
California
$2.08M 22,872 +22,872 New
FIA
22
Foundations Investment Advisors
Arizona
$1.76M 73,176 -20,143 -22%
NCM
23
NCM Capital Management
New Jersey
$1.49M 62,070 -30,145 -33%
QC
24
Quadrature Capital
United Kingdom
$1.34M 55,780 +55,780 New
Stifel Financial
25
Stifel Financial
Missouri
$1.06M 43,886 +124 +0.3%