iShares 20+ Year Treasury BDTLTETF

13F holders, Q1 2026 (March 31)
1,101holders −53
102new positions
154sold out
6famous investors
$86.68avg. 13F price*

At the end of Q1 2026, 1,101 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 53 from Q4 2025. 102 opened new positions and 154 sold out. The largest holders were Bank of America Corp. ($7.3B), Northwestern Mutual Wealth Management Co. ($3.8B) and BlackRock, Inc. ($2.4B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions102$553.5M
Exits154$966.3M

All 13F filers, Q4 2025 → Q1 2026: 32,671,711 shares bought and 96,521,417 shares sold, net −63,849,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,101 holders

Bank of America Corp. 0.54% Reduce -22.4% 84,597,929 $7.3B
Northwestern Mutual Wealth Management Co. 2.37% Add +2.9% 44,380,392 $3.8B
BlackRock, Inc. 0.04% Add +9.0% 27,179,948 $2.4B
Rafferty Asset Management, LLC 8.11% Reduce -24.2% 23,042,423 $2.0B
Bank of Montreal 0.56% Add +45.1% 15,673,327 $1.4B
UBS Group AG 0.23% Reduce -5.9% 15,117,551 $1.3B
Citigroup Inc. 0.82% Reduce -39.9% 14,831,361 $1.3B
Morgan Stanley 0.06% Reduce -41.8% 11,164,372 $967.8M
Susquehanna International Group, LLP 0.63% Add +26.9% 5,568,945 $482.8M
LPL Financial LLC 0.12% Add +10.5% 5,201,859 $450.9M
Wells Fargo & Company 0.08% Add +7.0% 4,766,530 $413.2M
Envestnet Asset Management Inc. 0.11% Add +19.7% 4,690,658 $406.6M
Barclays PLC 0.12% Reduce -52.7% 3,889,034 $337.1M
JPMorgan Chase & Co. 0.02% Reduce -61.2% 3,488,131 $302.7M
Mackenzie Financial Corp. 0.33% Reduce -9.7% 3,197,900 $277.2M
Alliancebernstein L.P. 0.09% Add +6.0% 3,020,419 $263.3M
Ameriprise Financial Inc. 0.06% Add +14.0% 2,907,009 $258.2M
Raymond James Financial Inc. 0.07% Add +17.4% 2,763,343 $239.6M
Brevan Howard Capital Management LP 2.46% Add +1618.8% 2,750,000 $238.4M
Harvest Portfolios Group Inc. 3.93% Reduce -12.0% 2,744,301 $237.9M
Goldman Sachs Group Inc. 0.03% Add +95.3% 2,648,721 $229.6M
BNP Paribas Financial Markets 0.14% Add +210.8% 2,373,581 $205.8M
Stifel Financial Corp. 0.18% Add +62.5% 2,301,407 $199.5M
Hantz Financial Services, Inc. 2.79% Reduce -25.9% 2,109,798 $182.9M
Mirae Asset Global Investments Co., Ltd. 0.51% Reduce -17.4% 2,064,549 $179.0M
Vantagepoint Investment Advisers LLC 1.50% Reduce -0.7% 2,039,385 $176.8M
Royal Bank of Canada 0.03% Reduce -16.3% 1,835,843 $159.1M
Jane Street Group, LLC 0.16% Reduce -84.7% 1,649,335 $143.0M
Janney Montgomery Scott LLC 0.30% Reduce -3.9% 1,413,633 $122.5M
Truist Financial Corp. 0.16% Add +4.4% 1,369,840 $118.8M
Assetmark, Inc. 0.24% Reduce -6.1% 1,343,362 $116.5M
Rockefeller Capital Management L.P. 0.19% Reduce -5.2% 1,253,148 $108.6M
Hamilton Capital Partners Inc. 3.49% Reduce -8.6% 1,198,918 $103.9M
Citadel Advisors 0.07% New 1,182,018 $102.5M
AIA Group Ltd 1.28% Reduce -5.0% 1,012,308 $87.8M
Cetera Investment Advisers 0.09% Add +6.0% 982,608 $85.2M
Cambridge Investment Research Advisors, Inc. 0.21% Reduce -3.2% 952,050 $82.5M
US Bancorp \de 0.10% Add +3.3% 951,499 $82.5M
WestEnd Advisors, LLC 1.97% Add +5.9% 943,366 $81.8M
Ally Financial Inc. 9.42% No change 873,000 $75.7M
Commonwealth Equity Services, LLC 0.10% Reduce -8.6% 849,393 $73.6M
Osaic Holdings, Inc. 0.11% Reduce -2.6% 830,511 $72.0M
HighTower Advisors, LLC 0.07% Add +29.0% 808,615 $70.1M
Disciplina Capital Management LLC 7.31% Add +6.1% 795,504 $69.0M
TD Private Client Wealth LLC 1.33% Add +5.4% 738,417 $64.0M
National Bank of Canada 0.06% Reduce -7.2% 731,506 $63.4M
IHT Wealth Management, LLC 1.46% Add +45.8% 722,236 $62.6M
WS Management LLLP 6.94% Add +29.3% 612,300 $53.1M
Simplex Trading, LLC 1.63% New 608,012 $52.7M
GenWealth Group, Inc. 8.57% New 577,770 $50.1M
AlTi Global, Inc. 1.06% Add +8.5% 564,985 $48.9M
AE Wealth Management LLC 0.26% Add +145.0% 558,877 $48.4M
IFP Advisors, Inc 1.00% Add +15.7% 556,110 $48.2M
Cadence Wealth Management LLC 19.96% Reduce -4.0% 551,775 $47.8M
State Street Corp. 0.00% Reduce -45.8% 551,379 $47.8M
Manufacturers Life Insurance Company, The 0.04% Reduce -45.8% 542,350 $47.0M
Townsend & Associates, Inc 3.93% Add +3.3% 525,755 $45.6M
Rock Creek Group LLC 4.50% Add +1.1% 512,961 $44.5M
Alkeon Capital Management LLC 0.20% No change 511,000 $44.3M
Old Mission Capital LLC 1.01% Add +125.9% 493,061 $42.7M
PEAK6 LLC 1.23% Add +260.3% 491,196 $42.6M
New Harbor Financial Group, LLC 7.58% Add +10.9% 481,593 $41.7M
Toronto Dominion Bank 0.08% Reduce -72.8% 480,203 $41.6M
Ocean Park Asset Management, LLC 2.30% Add +249.8% 459,600 $39.8M
Victory Capital Management Inc. 0.03% Reduce -17.8% 457,810 $39.7M
Marex Group Ltd 0.41% Reduce -30.4% 457,375 $39.6M
Concurrent Investment Advisors, LLC 0.42% Reduce -16.4% 448,241 $38.9M
Bank of New York Mellon Corp 0.01% Add +8.4% 444,657 $38.5M
Millennium Management 0.03% Reduce -56.6% 440,470 $38.2M
Bell Investment Advisors, Inc 5.78% Reduce -1.0% 426,169 $36.9M
Krilogy Financial LLC 1.14% Add +8.1% 409,326 $35.3M
Trilogy Capital Inc. 1.52% Add +31.6% 392,657 $34.0M
Kestra Advisory Services, LLC 0.13% Reduce -5.1% 392,161 $34.0M
Meeder Asset Management Inc. 1.91% Reduce -24.4% 384,326 $33.3M
HSBC Holdings PLC 0.02% Reduce -73.0% 376,752 $32.8M
Trek Financial, LLC 1.74% Add +1383.7% 377,582 $32.7M
Jones Financial Companies LLLP 0.01% Add +31.5% 360,890 $30.9M
Summit Financial, LLC 0.39% Reduce -4.4% 355,054 $30.8M
Prudential PLC 0.23% Add +77.1% 348,168 $30.2M
Third View Private Wealth, LLC 4.06% Add +10.2% 342,204 $29.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Add +6.0% 330,442 $28.5M
Willis Johnson & Associates, Inc. 1.61% Add +18.8% 318,426 $27.6M
PNC Financial Services Group, Inc. 0.02% Reduce -3.1% 317,709 $27.5M
Deutsche Bank AG 0.01% Add +22.3% 315,000 $27.3M
Vestmark Advisory Solutions, Inc. 0.30% Add +15.6% 314,430 $27.3M
Avior Wealth Management, LLC 0.77% Add +8213.2% 312,742 $27.1M
Himension Capital (singapore) Pte. LTD. 2.06% Add +4.9% 309,510 $26.8M
Farther Finance Advisors, LLC 0.25% Add +5.2% 303,951 $26.2M
Mariner, LLC 0.03% Add +31.7% 298,353 $25.9M
Sumitomo Mitsui Financial Group, Inc. 0.52% Reduce -1.5% 295,620 $25.6M
Tudor Investment Corporation 0.14% Add +137.9% 295,449 $25.6M
SBI Securities Co., Ltd. 0.70% Reduce -4.5% 295,062 $25.6M
Kestra Private Wealth Services, LLC 0.31% Reduce -0.9% 286,188 $24.8M
Simplicity Wealth,LLC 1.39% Add +16.5% 282,912 $24.5M
Journey Strategic Wealth LLC 0.60% Add +0.7% 280,556 $24.3M
Scarborough Advisors, LLC 2.62% New 276,273 $24.0M
Karpus Management, Inc. 0.74% New 273,415 $23.7M
Insight 2811, Inc. 10.22% Add +5.8% 271,172 $23.5M
OneDigital Investment Advisors LLC 0.23% Reduce -24.6% 265,919 $23.1M
Gould Asset Management LLC 3.95% Add +3.4% 262,280 $22.7M

"% 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 1,101 holders