iShares 20+ Bond BuywriteTLTWETF
13F holders, Q1 2025 (March 31)87holders −2
11new positions
13sold out
1famous investor
$24.22avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding iShares 20+ Bond Buywrite (TLTW) in their 13F filings, down 2 from Q4 2024. 11 opened new positions and 13 sold out. The largest holders were Traphagen Investment Advisors LLC ($57.8M), Franklin Resources Inc. ($37.5M) and Bank of America Corp. ($24.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 20+ Bond Buywrite
- CUSIP
- 46436E338
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.9M |
| Exits | 13 | $6.8M |
All 13F filers, Q4 2024 → Q1 2025: 3,193,456 shares bought and 873,155 shares sold, net +2,320,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Traphagen Investment Advisors LLC | 6.04% | Add +40.2% | 2,403,657 | $57.8M |
| Franklin Resources Inc. | 0.01% | Add +9.4% | 1,558,406 | $37.5M |
| Bank of America Corp. | 0.00% | Add +73.7% | 1,012,015 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.6% | 881,003 | $21.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +29.8% | 785,035 | $18.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +1.6% | 540,120 | $13.0M |
| LPL Financial LLC | 0.00% | Add +12.9% | 493,833 | $11.9M |
| Cetera Investment Advisers | 0.02% | Add +74.2% | 399,064 | $9.6M |
| Columbus Macro, LLC | 1.17% | Add +77.6% | 367,388 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +33.5% | 363,391 | $8.7M |
| MML Investors Services, LLC | 0.03% | Reduce -39.3% | 347,936 | $8.4M |
| FWG Holdings, LLC | 4.01% | New | 342,968 | $8.1M |
| WealthShield Partners, LLC | 0.88% | Add +3.1% | 283,231 | $6.8M |
| Atria Investments, Inc | 0.08% | Add +6.8% | 261,531 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +176.3% | 191,251 | $4.6M |
| Morgan Stanley | 0.00% | Add +515.4% | 177,970 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +31.2% | 153,041 | $3.7M |
| Napa Wealth Management | 1.68% | Add +116.5% | 124,068 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.7% | 110,856 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +25.4% | 97,983 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +50.7% | 92,692 | $2.2M |
| Pacific Point Advisors, LLC | 1.16% | New | 22,872 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -21.6% | 73,176 | $1.8M |
| NCM Capital Management, LLC | 0.67% | Reduce -32.7% | 62,070 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 55,780 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +28.9% | 49,250 | $1.2M |
| Hamilton Wealth, LLC | 0.27% | Add +124.1% | 46,513 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 43,886 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -26.9% | 43,536 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.7% | 43,069 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +12.0% | 40,837 | $983K |
| PFG Investments, LLC | 0.06% | New | 40,713 | $980K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 39,791 | $957K |
| BlackRock, Inc. | 0.00% | Add +53.6% | 37,625 | $905K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +30.0% | 35,550 | $855K |
| Wedbush Securities Inc. | 0.03% | Add +20.2% | 33,721 | $811K |
| Pasadena Private Wealth, LLC | 0.14% | New | 30,365 | $731K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -25.0% | 30,000 | $717K |
| Dover Advisors, LLC | 0.29% | Add +134.4% | 28,134 | $677K |
| Fox Hill Wealth Management | 0.36% | Reduce -1.8% | 25,148 | $605K |
| Perennial Investment Advisors, LLC | 0.07% | Add +136.4% | 24,494 | $589K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.7% | 23,109 | $560K |
| Fortis Capital Advisors, LLC | 0.11% | Add +21.5% | 22,751 | $547K |
| Belpointe Asset Management LLC | 0.03% | Add +21.5% | 22,751 | $547K |
| Advyzon Investment Management, LLC | 0.19% | Add +45.2% | 22,379 | $538K |
| Latitude Advisors, LLC | 0.30% | Reduce -3.5% | 21,468 | $517K |
| GWN Securities Inc. | 0.03% | New | 21,331 | $513K |
| Transcend Capital Advisors, LLC | 0.03% | Add +18.4% | 20,047 | $482K |
| Global Wealth Strategies & Associates | 0.14% | Reduce -33.4% | 19,702 | $474K |
| Diversify Wealth Management, LLC | 0.03% | No change | 19,500 | $463K |
| Shelton Wealth Management, LLC | 0.26% | No change | 5,000 | $455K |
| Lloyd Advisory Services, LLC. | 0.23% | Add +0.9% | 18,632 | $448K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.7% | 18,005 | $433K |
| Bank of New York Mellon Corp | 0.00% | Add +35.0% | 17,907 | $431K |
| Renaissance Technologies | 0.00% | New | 17,100 | $411K |
| Old Mission Capital LLC | 0.01% | Reduce -51.7% | 15,437 | $371K |
| Ascentis Independent Advisors | 0.07% | New | 14,935 | $359K |
| UBS Group AG | 0.00% | Add +2001.8% | 12,611 | $303K |
| AE Wealth Management LLC | 0.00% | Add +1111.8% | 11,209 | $270K |
| Triumph Capital Management | 0.09% | Add +4.6% | 10,756 | $259K |
| Wealth Alliance, LLC | 0.03% | No change | 10,638 | $256K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.1% | 10,100 | $243K |
| GFG Capital, LLC | 0.07% | New | 2,600 | $237K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -17.2% | 9,757 | $235K |
| Coordinated Financial Services, Inc. | 0.18% | — | 9,550 | $230K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -95.5% | 9,175 | $221K |
| FSC Wealth Advisors, LLC | 0.14% | Add +94.4% | 9,039 | $217K |
| Luminist Capital LLC | 0.21% | Add +8.1% | 8,013 | $194K |
| Sound Income Strategies, LLC | 0.01% | No change | 5,500 | $132K |
| Comerica Bank | 0.00% | Add +2.8% | 4,012 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,635 | $87K |
| JPMorgan Chase & Co. | 0.00% | Add +47.6% | 3,058 | $74K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 2,902 | $70K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,815 | $68K |
| Arax Advisory Partners | 0.00% | Add +2.7% | 2,203 | $53K |
| Bank of Montreal | 0.00% | No change | 1,435 | $35K |
| First Horizon Advisors, Inc. | 0.00% | Add +48.7% | 1,239 | $30K |
| Park Square Financial Group, LLC | 0.01% | Reduce -20.7% | 491 | $12K |
| FMR LLC | 0.00% | Add +4950.0% | 202 | $5K |
| Wells Fargo & Company | 0.00% | Add +13800.0% | 139 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +2.4% | 129 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 125 | $3K |
| Virtus Advisers, LLC | 0.00% | New | 123 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | Add +38.5% | 90 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $112 |
| Cwm, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is TLTW's weight in each manager's 13F, not the share of iShares 20+ Bond Buywrite the manager owns.