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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

122 hedge funds and large institutions have $397M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

135% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 23

35% more capital invested

Capital invested by funds: $294M → $397M (+$103M)

22% more funds holding

Funds holding: 100122 (+22)

2.92% more ownership

Funds ownership: 21.04%23.96% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
122
Holders Change
+22
Holders Change %
+22%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
54
Reduced
23
Closed
14
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
$45.7M +$1.2M +51,521 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M +$12.9M +551,816 +57%
LPL Financial
3
LPL Financial
California
$28.2M +$11.2M +480,552 +63%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$26.5M +$6.76M +289,721 +33%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M +$12.6M +541,370 +99%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$22.5M +$2.55M +109,175 +12%
Franklin Resources
7
Franklin Resources
California
$16.7M -$3.27M -140,177 -16%
PIWA
8
Prevail Innovative Wealth Advisors
Kansas
$14.8M +$3.86M +165,401 +34%
CM
9
Columbus Macro
Pennsylvania
$13.9M -$240K -10,296 -2%
UBS Group
10
UBS Group
Switzerland
$13.4M +$3.01M +128,823 +28%
PI
11
PineBridge Investments
New York
$12M +$12.3M +527,149 New
BlackRock
12
BlackRock
New York
$11.8M +$10.1M +434,211 +514%
WP
13
WealthShield Partners
North Carolina
$7.88M +$633K +27,144 +8%
ACM
14
AlphaStar Capital Management
North Carolina
$7.25M +$2.42M +103,680 +48%
AssetMark Inc
15
AssetMark Inc
California
$6.68M +$1.38M +59,025 +25%
IWM
16
IHT Wealth Management
Illinois
$6.31M +$6.49M +278,347 New
HW
17
Hamilton Wealth
California
$5.38M -$240K -10,276 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.33M +$428K +18,361 +8%
Jane Street
19
Jane Street
New York
$5.28M +$5.44M +233,010 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.65M -$390K -16,716 -8%
QC
21
Quadrature Capital
United Kingdom
$4.01M +$4.13M +177,082 New
KPWS
22
Kestra Private Wealth Services
Texas
$3.99M +$67K +2,871 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.79M -$533K -22,855 -12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.67M -$250K -10,726 -6%
Raymond James Financial
25
Raymond James Financial
Florida
$3.24M +$2.13M +91,340 +177%