iShares 25+ YR Treas StripsETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 35 institutions reported holding iShares 25+ YR Treas Strips in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 8 sold out. The largest holders were CPC Advisors, LLC ($21.2M), Wealth Enhancement Advisory Services, LLC ($9.7M) and Strategies Wealth Advisors, LLC ($8.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 25+ YR Treas Strips
- CUSIP
- 46436E577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.8M |
| Exits | 8 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,168,130 shares bought and 1,922,788 shares sold, net −754,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| CPC Advisors, LLC | 2.92% | Add +3.3% | 2,064,768 | $21.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.3% | 945,603 | $9.7M |
| Strategies Wealth Advisors, LLC | 1.06% | Add +6.3% | 845,422 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +1911.9% | 679,997 | $7.0M |
| Traphagen Investment Advisors LLC | 0.67% | Reduce -5.3% | 625,223 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -36.1% | 260,545 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -14.9% | 248,613 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -76.5% | 196,959 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 184,209 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +28.1% | 125,221 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 116,000 | $1.2M |
| Cerro Pacific Wealth Advisors LLC | 0.28% | Reduce -87.3% | 87,203 | $862K |
| GTS Securities LLC | 0.03% | New | 62,682 | $644K |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.3% | 58,248 | $598K |
| Susquehanna International Group, LLP | 0.00% | New | 51,168 | $525K |
| Bank of America Corp. | 0.00% | Reduce -54.2% | 45,972 | $472K |
| Flow Traders U.S. LLC | 0.02% | New | 36,145 | $371K |
| Dentgroup LLC | 0.27% | Add +3.3% | 35,145 | $361K |
| Royal Bank of Canada | 0.00% | Reduce -76.5% | 32,835 | $337K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 30,573 | $314K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -52.9% | 25,988 | $267K |
| Drive Wealth Management, LLC | 0.06% | Add +11.3% | 25,039 | $257K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -1.7% | 21,040 | $216K |
| Vertex Planning Partners, LLC | 0.03% | New | 13,159 | $135K |
| Truist Financial Corp. | 0.00% | Add +5.0% | 12,210 | $125K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,675 | $120K |
| Scotia Capital Inc. | 0.00% | Reduce -4.3% | 11,542 | $119K |
| Sowell Financial Services LLC | 0.01% | New | 11,500 | $118K |
| Simplex Trading, LLC | 0.00% | Add +632.6% | 5,282 | $54K |
| NFSG Corp | 0.01% | No change | 3,438 | $35K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.7% | 2,000 | $21K |
| Wells Fargo & Company | 0.00% | Add +3.2% | 388 | $4K |
| National Bank of Canada | 0.00% | No change | 317 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 195 | $2K |
| Morgan Stanley | 0.00% | Add +400.0% | 5 | $60 |
"% of holder's portfolio" is ISHARES 25+ YR TREAS STRIPS's weight in each manager's 13F, not the share of iShares 25+ YR Treas Strips the manager owns.