iShares 20+ Year Treasury BDTLTETF
13F holders, Q1 2025 (March 31)1,185holders −41
154new positions
182sold out
7famous investors
$91.01avg. 13F price*
At the end of Q1 2025, 1,185 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 41 from Q4 2024. 154 opened new positions and 182 sold out. The largest holders were Bank of America Corp. ($8.4B), Rafferty Asset Management, LLC ($3.8B) and Northwestern Mutual Wealth Management Co. ($3.5B). 7 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 154 | $1.2B |
| Exits | 182 | $675.5M |
All 13F filers, Q4 2024 → Q1 2025: 95,748,209 shares bought and 50,723,817 shares sold, net +45,024,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,185 holders
| Bank of America Corp. | 0.75% | Add +17.1% | 92,808,202 | $8.4B |
| Rafferty Asset Management, LLC | 16.26% | Add +0.1% | 41,882,041 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 2.83% | Add +1.0% | 38,017,057 | $3.5B |
| Citigroup Inc. | 1.92% | Add +848.6% | 27,563,038 | $2.5B |
| Susquehanna International Group, LLP | 3.16% | Add +582.5% | 21,168,821 | $1.9B |
| Morgan Stanley | 0.12% | Reduce -8.7% | 18,861,288 | $1.7B |
| BlackRock, Inc. | 0.03% | Add +0.5% | 17,838,360 | $1.6B |
| UBS Group AG | 0.23% | Add +3.2% | 11,621,609 | $1.1B |
| Bank of Montreal | 0.56% | Add +6.7% | 11,403,615 | $1.0B |
| FMR LLC | 0.04% | Add +4.2% | 7,577,617 | $689.8M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -55.7% | 7,067,239 | $643.3M |
| Barclays PLC | 0.24% | Add +429.7% | 5,797,342 | $527.7M |
| Goldman Sachs Group Inc. | 0.10% | Add +56.9% | 5,532,781 | $503.6M |
| Jane Street Group, LLC | 0.85% | Reduce -28.6% | 5,163,537 | $470.0M |
| Wells Fargo & Company | 0.10% | Reduce -0.0% | 4,483,874 | $408.2M |
| LPL Financial LLC | 0.16% | Reduce -27.5% | 4,377,870 | $398.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -7.9% | 4,276,863 | $389.3M |
| Nan Shan Life Insurance Co., Ltd. | 8.59% | No change | 3,997,680 | $363.9M |
| Mackenzie Financial Corp. | 0.48% | Reduce -4.6% | 3,731,800 | $339.7M |
| Harvest Portfolios Group Inc. | 9.78% | Add +19.7% | 3,638,683 | $331.2M |
| Ameriprise Financial Inc. | 0.08% | Reduce -19.5% | 3,219,981 | $293.0M |
| Simplex Trading, LLC | 9.88% | New | 3,057,978 | $278.4M |
| Raymond James Financial Inc. | 0.10% | Add +3.0% | 2,881,751 | $262.3M |
| Royal Bank of Canada | 0.06% | Add +4.7% | 2,865,399 | $260.8M |
| Alliancebernstein L.P. | 0.09% | Add +1.1% | 2,751,182 | $250.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.99% | Add +10.5% | 2,683,818 | $241.9M |
| Hantz Financial Services, Inc. | 4.14% | Add +31.9% | 2,583,529 | $235.2M |
| State of Tennessee, Department of Treasury | 0.77% | Reduce -0.5% | 2,218,569 | $202.0M |
| Vantagepoint Investment Advisers LLC | 21.81% | No change | 2,101,441 | $191.3M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -4.1% | 1,764,438 | $160.6M |
| Assetmark, Inc. | 0.42% | Add +415.4% | 1,678,685 | $152.8M |
| Stifel Financial Corp. | 0.16% | Reduce -18.2% | 1,619,057 | $147.4M |
| Bramshill Investments, LLC | 15.01% | Add +3118.2% | 1,615,177 | $147.0M |
| US Bancorp \de | 0.19% | Reduce -5.7% | 1,601,213 | $145.8M |
| BNP Paribas Financial Markets | 0.11% | Add +106.4% | 1,572,811 | $143.2M |
| HSBC Holdings PLC | 0.09% | Add +383.7% | 1,552,561 | $141.1M |
| Nationwide Fund Advisors | 11.10% | Reduce -5.6% | 1,430,642 | $130.2M |
| Truist Financial Corp. | 0.20% | Reduce -7.0% | 1,337,118 | $121.7M |
| Rockefeller Capital Management L.P. | 0.29% | Add +4.5% | 1,300,299 | $118.4M |
| AIA Group Ltd | 2.90% | Reduce -33.9% | 1,298,981 | $118.2M |
| Money Design Co.,Ltd. | 5.85% | Add +326.4% | 1,287,889 | $117.2M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -27.0% | 1,272,043 | $115.8M |
| Hamilton Capital Partners Inc. | 6.70% | Add +27.8% | 1,146,803 | $104.4M |
| Rock Creek Group LLC | 11.79% | Add +70.2% | 1,093,206 | $99.6M |
| Eisler Capital Management Ltd. | 2.84% | New | 1,042,300 | $94.8M |
| Dynasty Wealth Management, LLC | 1.57% | Add +14.5% | 1,036,343 | $94.3M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +51.7% | 1,033,447 | $94.1M |
| Ocean Park Asset Management, LLC | 3.06% | New | 948,054 | $86.3M |
| Osaic Holdings, Inc. | 0.19% | Reduce -58.6% | 936,757 | $85.3M |
| HighTower Advisors, LLC | 0.12% | Add +31.9% | 931,956 | $84.8M |
| Jump Financial, LLC | 1.30% | Add +79.8% | 927,026 | $84.4M |
| Envestnet Portfolio Solutions, Inc. | 0.32% | Reduce -59.3% | 907,116 | $82.6M |
| Ally Financial Inc. | 8.92% | No change | 873,000 | $79.5M |
| WestEnd Advisors, LLC | 2.10% | Add +6.0% | 869,703 | $79.2M |
| CI Investments Inc. | 0.33% | Reduce -26.3% | 863,230 | $78.6M |
| Electron Capital Partners, LLC | 5.59% | New | 857,600 | $78.1M |
| Optiver Holding B.V. | 2.99% | New | 851,503 | $77.5M |
| Victory Capital Management Inc. | 0.08% | Add +0.6% | 841,539 | $76.6M |
| IMC-Chicago, LLC | 2.86% | Reduce -33.9% | 811,433 | $73.9M |
| Himension Capital (singapore) Pte. LTD. | 5.86% | Add +7.9% | 753,851 | $68.6M |
| Meeder Asset Management Inc. | 4.63% | New | 753,244 | $68.6M |
| AlTi Global, Inc. | 1.78% | Reduce -17.2% | 747,746 | $68.1M |
| University of Illinois Foundation | 20.88% | Reduce -48.1% | 729,823 | $66.4M |
| Atria Wealth Solutions, Inc. | 0.79% | Add +9.6% | 722,210 | $65.7M |
| Moore Capital Management, LP | 2.57% | New | 716,176 | $65.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +29.1% | 699,854 | $63.7M |
| Invesco Ltd. | 0.01% | Reduce -29.0% | 692,250 | $63.0M |
| Cetera Investment Advisers | 0.12% | Reduce -42.2% | 685,668 | $62.4M |
| Disciplina Capital Management LLC | 8.87% | Add +13.0% | 670,234 | $61.0M |
| GenWealth Group, Inc. | 12.98% | New | 646,612 | $58.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -51.3% | 628,406 | $57.2M |
| Quotient Wealth Partners, LLC | 1.80% | Add +7.1% | 618,387 | $56.3M |
| TD Private Client Wealth LLC | 1.33% | Add +7.6% | 531,083 | $48.3M |
| CX Institutional | 1.82% | Add +13.5% | 528,487 | $48.1M |
| U.S. Capital Wealth Advisors, LLC | 1.47% | Reduce -55.6% | 526,920 | $48.0M |
| Ieq Capital, LLC | 0.36% | New | 503,662 | $45.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -47.6% | 495,490 | $45.1M |
| MML Investors Services, LLC | 0.15% | Reduce -40.2% | 482,348 | $43.9M |
| Schroder Investment Management Group | 0.04% | Add +7775.2% | 480,389 | $43.3M |
| Cullen/Frost Bankers, Inc. | 0.56% | Reduce -38.2% | 442,716 | $40.3M |
| IHT Wealth Management, LLC | 1.24% | Reduce -31.6% | 437,051 | $39.8M |
| Cadence Wealth Management LLC | 28.85% | Add +2.3% | 428,734 | $39.0M |
| Tiaa Trust, National Association | 0.12% | Add +10.8% | 426,602 | $38.8M |
| Townsend & Associates, Inc | 4.04% | Add +13.1% | 450,544 | $38.7M |
| Concurrent Investment Advisors, LLC | 0.92% | Reduce -3.0% | 415,399 | $37.8M |
| Cassaday & Co Wealth Management LLC | 1.04% | Reduce -48.4% | 404,630 | $36.8M |
| WS Management LLLP | 6.19% | Reduce -44.4% | 402,118 | $36.6M |
| Kestra Advisory Services, LLC | 0.18% | Reduce -8.6% | 398,776 | $36.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.35% | Add +21.2% | 385,085 | $35.1M |
| BCM Advisors, LLC | 7.87% | Reduce -0.2% | 395,616 | $34.7M |
| Bell Investment Advisors, Inc | 6.15% | Add +3.0% | 365,808 | $33.3M |
| Pictet Asset Management Holding SA | 0.04% | New | 369,205 | $33.3M |
| Sagespring Wealth Partners, LLC | 0.83% | Add +24.3% | 362,931 | $33.0M |
| Procyon Advisors, LLC | 2.01% | Add +2.6% | 362,606 | $33.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.4% | 360,092 | $32.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.59% | Reduce -1.1% | 353,044 | $32.1M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -2.6% | 350,114 | $31.9M |
| Castleark Management LLC | 1.08% | Add +79.5% | 341,660 | $31.1M |
| Point72 Asset Management | 0.09% | Add +116.7% | 325,000 | $29.6M |
| Marex Group Ltd | 0.56% | Add +6.8% | 322,852 | $29.4M |
"% of holder's portfolio" is TLT's weight in each manager's 13F, not the share of iShares 20+ Year Treasury BD the manager owns.