iShares TLT Premium Income+ ETF
TLTW
91 hedge funds and large institutions have $257M invested in iShares TLT Premium Income+ 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.
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: 87 → 91 (+4)
3.19% less ownership
Funds ownership: 25.53% → 22.35% (-3.2%)
30% less capital inflows, than outflows
Capital inflows: $66.6M | Capital outflows: $95.2M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.15M |
| 3 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$7.1M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.76M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$54.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$6.84M |
| 3 |
Atria Investments
Charlotte,
North Carolina
|
-$6.29M |
| 4 |
FWG Holdings
Winter Park,
Florida
|
-$6.09M |
| 5 |
Sanctuary Advisors
Indianapolis,
Indiana
|
-$5.93M |
TLTW Hedge Fund Activity: Q2 2025 in Review
91 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in iShares TLT Premium Income+ 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 $9.8M. The largest seller was Traphagen Investment Advisors, cutting an estimated $54.3M.
- 91 institutional investors held iShares TLT Premium Income+ ETF (TLTW) as of Q2 2025, up from 87 in Q1 2025.
- Funds reported $257M of iShares TLT Premium Income+ ETF stock for Q2 2025, down 13% quarter-over-quarter.
- 16 funds opened new iShares TLT Premium Income+ ETF positions in Q2 2025 and 12 closed out, a net change of +4 holders.
- The largest iShares TLT Premium Income+ ETF buyer in Q2 2025 was Bank of America, an estimated $9.8M added.
- The largest iShares TLT Premium Income+ ETF seller in Q2 2025 was Traphagen Investment Advisors, an estimated $54.3M sold.
Based on aggregated 13F filings for Q2 2025.