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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

88 hedge funds and large institutions have $246M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
36
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.3M +$9.87M +425,846 +42%
Franklin Resources
2
Franklin Resources
California
$29.2M -$6.9M -297,495 -19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M +$2.16M +93,380 +11%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.8M +$945K +41,469 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14M +$4.79M +206,798 +52%
LPL Financial
6
LPL Financial
California
$12.4M +$996K +42,969 +9%
CM
7
Columbus Macro
Pennsylvania
$11M +$2.48M +107,101 +29%
Morgan Stanley
8
Morgan Stanley
New York
$7.9M +$3.77M +162,759 +91%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.69M -$380K -16,396 -5%
UBS Group
10
UBS Group
Switzerland
$7.5M +$7.2M +310,823 +2,465%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$7.16M +$7.16M +308,713 New
WP
12
WealthShield Partners
North Carolina
$6.62M +$50.6K +2,184 +0.8%
KPWS
13
Kestra Private Wealth Services
Texas
$5.54M +$1.11M +47,736 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.51M +$1.96M +84,656 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.73M +$4.73M +204,138 New
ACM
16
AlphaStar Capital Management
North Carolina
$4.43M +$4.43M +190,905 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.05M -$4.38M -188,834 -52%
AssetMark Inc
18
AssetMark Inc
California
$2.99M +$720K +31,046 +32%
NWM
19
Napa Wealth Management
California
$2.85M -$29.4K -1,269 -1%
BlackRock
20
BlackRock
New York
$2.05M +$1.18M +50,715 +135%
Truist Financial
21
Truist Financial
North Carolina
$2.03M -$116K -4,987 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.88M -$731K -30,979 -28%
FH
23
FWG Holdings
Florida
$1.78M -$6.03M -264,649 -77%
CF
24
Claris Financial
Virginia
$1.49M +$1.49M +64,377 New
SA
25
Sovran Advisors
California
$1.41M +$1.41M +62,453 New