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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

91 hedge funds and large institutions have $257M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

5% more funds holding

Funds holding: 8791 (+4)

2.95% less ownership

Funds ownership: 25.53%22.59% (-2.9%)

13% less capital invested

Capital invested by funds: $296M → $257M (-$39.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
39
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$33.3M +$9.79M +425,846 +42%
Franklin Resources
2
Franklin Resources
California
$29.2M -$6.84M -297,495 -19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.6M +$2.15M +93,380 +11%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.8M +$954K +41,469 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14M +$4.76M +206,798 +52%
LPL Financial
6
LPL Financial
California
$12.4M +$988K +42,969 +9%
CM
7
Columbus Macro
Pennsylvania
$11M +$2.46M +107,101 +29%
Morgan Stanley
8
Morgan Stanley
New York
$7.9M +$3.74M +162,759 +91%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.68M -$377K -16,396 -5%
UBS Group
10
UBS Group
Switzerland
$7.5M +$7.15M +310,823 +2,465%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$7.16M +$7.1M +308,713 New
WP
12
WealthShield Partners
North Carolina
$6.62M +$50.2K +2,184 +0.8%
SA
13
Sanctuary Advisors
Indiana
$6.55M -$5.93M -257,750 -48%
KPWS
14
Kestra Private Wealth Services
Texas
$5.54M +$1.1M +47,736 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.51M +$1.95M +84,656 +55%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.73M +$4.69M +204,138 New
ACM
17
AlphaStar Capital Management
North Carolina
$4.43M +$4.39M +190,905 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.05M -$4.34M -188,834 -52%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.95M +$1.37M +59,412 +54%
AssetMark Inc
20
AssetMark Inc
California
$2.99M +$714K +31,046 +32%
NWM
21
Napa Wealth Management
California
$2.85M -$29.2K -1,269 -1%
BlackRock
22
BlackRock
New York
$2.05M +$1.17M +50,715 +135%
Truist Financial
23
Truist Financial
North Carolina
$2.03M -$115K -4,987 -5%
HW
24
Hamilton Wealth
California
$1.98M +$890K +38,722 +83%
FH
25
FWG Holdings
Florida
$1.78M -$6.09M -264,649 -77%

TLTW Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q2 2025, worth a combined $257M — down 13% from $296M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TLTW positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $9.79M. The largest seller was Traphagen Investment Advisors, cutting an estimated $54.3M.

  • 91 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $257M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 16 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q2 2025 was Bank of America, an estimated $9.79M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q2 2025 was Traphagen Investment Advisors, an estimated $54.3M sold.

Based on aggregated 13F filings for Q2 2025.