We are live on ! Find out more
TLTW icon

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

100 hedge funds and large institutions have $294M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

104% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $257M → $294M (+$37.1M)

10% more funds holding

Funds holding: 91100 (+9)

1.54% less ownership

Funds ownership: 22.59%21.04% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
47
Reduced
23
Closed
9
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$45.9M +$12M +524,633 +36%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.5M -$272K -11,906 -1%
Franklin Resources
3
Franklin Resources
California
$20.5M -$8.74M -381,993 -30%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$20.5M +$6.23M +272,265 +45%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$20.5M +$1.26M +55,156 +7%
LPL Financial
6
LPL Financial
California
$17.8M +$5.18M +226,491 +42%
CM
7
Columbus Macro
Pennsylvania
$14.6M +$3.42M +149,438 +31%
Morgan Stanley
8
Morgan Stanley
New York
$12.8M +$4.75M +207,719 +61%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$11.4M +$4.14M +180,848 +59%
UBS Group
10
UBS Group
Switzerland
$10.8M +$3.2M +139,681 +43%
WP
11
WealthShield Partners
North Carolina
$7.49M +$798K +34,882 +12%
HW
12
Hamilton Wealth
California
$5.79M +$3.71M +162,240 +190%
AssetMark Inc
13
AssetMark Inc
California
$5.51M +$2.44M +106,796 +83%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.19M -$360K -15,753 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.07M +$289K +12,617 +6%
ACM
16
AlphaStar Capital Management
North Carolina
$5.05M +$577K +25,222 +13%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.4M +$455K +19,898 +12%
KPWS
18
Kestra Private Wealth Services
Texas
$4.04M -$1.51M -66,032 -28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.03M -$46.7K -2,043 -1%
NWM
20
Napa Wealth Management
California
$3.02M +$146K +6,380 +5%
BlackRock
21
BlackRock
New York
$1.97M -$89.3K -3,904 -4%
FH
22
FWG Holdings
Florida
$1.96M +$84.1K +3,676 +5%
Truist Financial
23
Truist Financial
North Carolina
$1.93M -$119K -5,208 -6%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.91M -$5.71M -249,699 -75%
SA
25
Sovran Advisors
California
$1.9M +$399K +17,418 +28%

TLTW Hedge Fund Activity: Q3 2025 in Review

100 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q3 2025, worth a combined $294M — up 14% from $257M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TLTW positions and 9 closed out — a net gain of 10 holders — while 47 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $12M. The largest seller was Franklin Resources, cutting an estimated $8.74M.

  • 100 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $294M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 19 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q3 2025 and 9 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q3 2025 was Bank of America, an estimated $12M added.
  • The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q3 2025 was Franklin Resources, an estimated $8.74M sold.

Based on aggregated 13F filings for Q3 2025.