iShares 20+ Year Treasury BDTLTETF

13F holders, Q2 2025 (June 30)
1,107holders −78
110new positions
192sold out
7famous investors
$88.24avg. 13F price*

At the end of Q2 2025, 1,107 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 78 from Q1 2025. 110 opened new positions and 192 sold out. The largest holders were Bank of America Corp. ($5.4B), Northwestern Mutual Wealth Management Co. ($3.6B) and Rafferty Asset Management, LLC ($3.5B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions110$371.5M
Exits192$1.1B

All 13F filers, Q1 2025 → Q2 2025: 33,934,023 shares bought and 88,569,598 shares sold, net −54,635,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,107 holders

Bank of America Corp. 0.44% Reduce -34.1% 61,152,325 $5.4B
Northwestern Mutual Wealth Management Co. 2.61% Add +6.6% 40,525,707 $3.6B
Rafferty Asset Management, LLC 11.54% Reduce -5.4% 39,633,839 $3.5B
Citigroup Inc. 1.51% Reduce -11.1% 24,508,859 $2.2B
Susquehanna International Group, LLP 2.56% Reduce -10.3% 18,995,495 $1.7B
BlackRock, Inc. 0.03% Add +3.2% 18,410,000 $1.6B
Bank of Montreal 0.73% Add +42.0% 16,196,886 $1.4B
Morgan Stanley 0.07% Reduce -32.5% 12,738,761 $1.1B
UBS Group AG 0.21% Reduce -2.7% 11,304,049 $997.6M
JPMorgan Chase & Co. 0.05% Add +84.9% 7,909,435 $698.0M
Jane Street Group, LLC 1.12% Add +50.4% 7,765,673 $685.3M
Envestnet Asset Management Inc. 0.16% Reduce -13.3% 6,129,729 $540.9M
FMR LLC 0.03% Reduce -31.1% 5,224,834 $461.1M
LPL Financial LLC 0.14% Add +7.6% 4,711,145 $415.8M
Wells Fargo & Company 0.08% Reduce -7.0% 4,168,015 $367.8M
Nan Shan Life Insurance Co., Ltd. 7.84% No change 3,997,680 $352.8M
Mackenzie Financial Corp. 0.42% Reduce -1.3% 3,683,500 $325.1M
Harvest Portfolios Group Inc. 7.19% Reduce -3.8% 3,502,299 $309.1M
Ameriprise Financial Inc. 0.07% Reduce -2.6% 3,137,572 $276.9M
Goldman Sachs Group Inc. 0.04% Reduce -47.4% 2,911,451 $256.9M
Alliancebernstein L.P. 0.08% Add +2.3% 2,814,624 $248.4M
Old Mission Capital LLC 6.36% Add +11606.2% 2,703,664 $238.6M
HSBC Holdings PLC 0.15% Add +74.0% 2,702,281 $238.4M
Hantz Financial Services, Inc. 3.81% Add +3.3% 2,669,542 $235.6M
Mirae Asset Global Investments Co., Ltd. 0.82% Reduce -1.1% 2,655,359 $234.3M
Royal Bank of Canada 0.04% Reduce -13.8% 2,470,690 $218.0M
CI Investments Inc. 0.80% Add +181.4% 2,428,850 $214.3M
Raymond James Financial Inc. 0.07% Reduce -17.2% 2,384,897 $210.5M
Barclays PLC 0.08% Reduce -60.3% 2,303,856 $203.3M
Vantagepoint Investment Advisers LLC 18.54% Reduce -0.3% 2,094,441 $184.8M
AIA Group Ltd 3.70% Add +48.3% 1,926,186 $170.0M
Stifel Financial Corp. 0.15% Add +9.2% 1,768,075 $156.0M
Commonwealth Equity Services, LLC 0.19% Reduce -7.4% 1,634,549 $144.2M
Bramshill Investments, LLC 14.64% Reduce -1.8% 1,585,955 $140.0M
Simplex Trading, LLC 3.46% Reduce -52.3% 1,457,996 $128.7M
Rockefeller Capital Management L.P. 0.26% Add +1.4% 1,318,028 $116.3M
Hamilton Capital Partners Inc. 5.91% Add +14.5% 1,312,664 $115.8M
Truist Financial Corp. 0.17% Reduce -4.7% 1,274,915 $112.5M
Osaic Holdings, Inc. 0.20% Add +33.1% 1,246,439 $110.7M
BNP Paribas Financial Markets 0.09% Reduce -22.2% 1,223,238 $108.0M
Janney Montgomery Scott LLC 0.26% Reduce -9.8% 1,147,454 $101.3M
Two Sigma Investments, LP 0.18% Add +5984.5% 1,113,822 $98.3M
Money Design Co.,Ltd. 4.63% Reduce -17.4% 1,063,172 $93.8M
Dynasty Wealth Management, LLC 1.58% Add +1.6% 1,053,007 $92.9M
Nationwide Fund Advisors 4.99% Reduce -29.4% 1,009,646 $89.1M
Ocean Park Asset Management, LLC 3.06% No change 948,054 $86.3M
US Bancorp \de 0.11% Reduce -40.7% 948,805 $83.7M
Ally Financial Inc. 8.70% No change 873,000 $77.0M
Victory Capital Management Inc. 0.05% Reduce -2.0% 824,708 $72.8M
HighTower Advisors, LLC 0.09% Reduce -12.6% 814,302 $71.9M
Manufacturers Life Insurance Company, The 0.06% Add +28.7% 808,479 $71.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Add +14.0% 797,827 $70.4M
WestEnd Advisors, LLC 1.73% Reduce -9.3% 788,523 $69.6M
Disciplina Capital Management LLC 8.16% Add +9.2% 731,687 $64.6M
Cambridge Investment Research Advisors, Inc. 0.20% Reduce -29.7% 726,332 $64.1M
AlTi Global, Inc. 1.56% Reduce -4.8% 711,546 $62.1M
Marshall Wace, LLP 0.07% Add +223.9% 688,592 $60.8M
Quotient Wealth Partners, LLC 1.76% Add +9.5% 676,939 $59.7M
Optiver Holding B.V. 1.47% Reduce -27.5% 617,216 $54.5M
Cetera Investment Advisers 0.09% Reduce -10.8% 611,507 $54.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 589,040 $52.0M
Privium Fund Management (UK) Ltd 33.05% New 589,040 $51.6M
Himension Capital (singapore) Pte. LTD. 4.01% Reduce -22.8% 582,149 $51.4M
TD Private Client Wealth LLC 1.21% Add +5.4% 559,551 $49.4M
Millennium Management 0.04% Add +84.0% 528,562 $46.6M
Concurrent Investment Advisors, LLC 0.90% Add +26.1% 523,846 $46.2M
Prudential PLC 0.28% Add +103.1% 510,750 $45.1M
Summit Financial, LLC 0.99% Add +60.3% 498,086 $44.0M
Envestnet Portfolio Solutions, Inc. 0.16% Reduce -45.5% 494,047 $43.6M
U.S. Capital Wealth Advisors, LLC 1.25% Reduce -8.0% 485,040 $42.8M
Cadence Wealth Management LLC 27.93% Add +11.6% 478,488 $42.2M
IHT Wealth Management, LLC 1.15% Add +8.0% 472,038 $41.7M
Townsend & Associates, Inc 4.13% Add +6.9% 481,689 $41.6M
Parallax Volatility Advisers, L.P. 1.98% New 457,767 $40.4M
MML Investors Services, LLC 0.11% Reduce -6.5% 451,155 $39.8M
Moore Capital Management, LP 0.85% Reduce -37.6% 446,976 $39.4M
Horizon Investments, LLC 0.61% Add +163.9% 437,807 $38.3M
Rock Creek Group LLC 4.35% Reduce -61.5% 420,511 $37.1M
Vestmark Advisory Solutions, Inc. 0.52% Add +203.5% 409,349 $36.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.32% Add +5.3% 405,560 $35.7M
WS Management LLLP 6.12% Reduce -1.1% 397,500 $35.1M
BCM Advisors, LLC 7.39% Add +0.4% 397,373 $34.7M
Bell Investment Advisors, Inc 5.87% Add +5.8% 386,890 $34.1M
Bank of New York Mellon Corp 0.01% Reduce -24.3% 374,990 $33.1M
Kestra Advisory Services, LLC 0.16% Reduce -9.7% 360,107 $31.8M
Nearwater Capital Markets, Ltd 0.51% Add +140.0% 360,000 $31.8M
Sumitomo Mitsui Financial Group, Inc. 0.52% Add +1.5% 358,426 $31.6M
Capitolis Liquid Global Markets LLC 0.23% Add +23.7% 355,890 $31.4M
PNC Financial Services Group, Inc. 0.02% Reduce -5.6% 340,038 $30.0M
Private Advisor Group, LLC 0.16% Add +48.7% 335,047 $29.6M
New Harbor Financial Group, LLC 6.59% Add +6.2% 325,213 $28.7M
Marex Group Ltd 0.54% Add +0.1% 323,349 $28.5M
Insight Wealth Strategies, LLC 3.38% Add +0.9% 303,716 $26.8M
OneDigital Investment Advisors LLC 0.30% Reduce -13.7% 302,012 $26.7M
Verition Fund Management LLC 0.15% Add +630.9% 287,201 $25.3M
Krilogy Financial LLC 1.44% Add +5.7% 284,791 $25.1M
Affinity Wealth Management LLC 3.98% New 282,091 $24.9M
Flow Traders U.S. LLC 0.92% Add +67.0% 281,699 $24.9M
Cibc World Market Inc. 0.06% Add +9.2% 281,645 $24.9M
GM Advisory Group, LLC 1.23% Reduce -2.1% 281,337 $24.8M

"% 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.

Show all 1,107 holders