iShares 20+ Bond BuywriteTLTWETF
13F holders, Q2 2025 (June 30)91holders +4
16new positions
12sold out
1famous investor
$23.14avg. 13F price*
At the end of Q2 2025, 91 institutions reported holding iShares 20+ Bond Buywrite (TLTW) in their 13F filings, up 4 from Q1 2025. 16 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($33.3M), Franklin Resources Inc. ($29.2M) and Envestnet Asset Management Inc. ($22.6M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $23.0M |
| Exits | 12 | $14.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,894,549 shares bought and 4,027,143 shares sold, net −1,132,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Bank of America Corp. | 0.00% | Add +42.1% | 1,437,861 | $33.3M |
| Franklin Resources Inc. | 0.01% | Reduce -19.1% | 1,260,911 | $29.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 974,383 | $22.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.3% | 826,504 | $18.8M |
| Cetera Investment Advisers | 0.02% | Add +51.8% | 605,862 | $14.0M |
| LPL Financial LLC | 0.00% | Add +8.7% | 536,802 | $12.4M |
| Columbus Macro, LLC | 1.35% | Add +29.1% | 474,489 | $11.0M |
| Morgan Stanley | 0.00% | Add +91.5% | 340,729 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -4.7% | 331,540 | $7.7M |
| UBS Group AG | 0.00% | Add +2464.7% | 323,434 | $7.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.61% | New | 308,713 | $7.2M |
| WealthShield Partners, LLC | 0.80% | Add +0.8% | 285,415 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -47.7% | 282,370 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +25.0% | 238,987 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +55.3% | 237,697 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | New | 204,138 | $4.7M |
| AlphaStar Capital Management, LLC | 0.31% | New | 190,905 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -52.0% | 174,557 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +53.6% | 170,268 | $4.0M |
| Assetmark, Inc. | 0.01% | Add +31.7% | 129,029 | $3.0M |
| Napa Wealth Management | 1.36% | Reduce -1.0% | 122,799 | $2.8M |
| BlackRock, Inc. | 0.00% | Add +134.8% | 88,340 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -5.4% | 87,705 | $2.0M |
| Hamilton Wealth, LLC | 0.44% | Add +83.3% | 85,235 | $2.0M |
| FWG Holdings, LLC | 0.84% | Reduce -77.2% | 78,319 | $1.8M |
| Claris Financial LLC | 1.12% | New | 64,377 | $1.5M |
| Sovran Advisors, LLC | 0.15% | New | 62,453 | $1.4M |
| NCM Capital Management, LLC | 0.57% | Reduce -2.8% | 60,327 | $1.4M |
| Cwm, LLC | 0.00% | Add +6000000.0% | 60,001 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +30.4% | 57,223 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -22.2% | 56,937 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +53.7% | 51,843 | $1.2M |
| SG Americas Securities, LLC | 0.01% | New | 49,743 | $1.2M |
| Renaissance Technologies | 0.00% | Add +183.6% | 48,500 | $1.1M |
| PFG Investments, LLC | 0.06% | Add +16.9% | 47,602 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 45,792 | $1.1M |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -98.3% | 40,194 | $932K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -16.8% | 35,817 | $830K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 35,543 | $824K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.4% | 34,350 | $796K |
| Perennial Investment Advisors, LLC | 0.07% | Add +35.0% | 33,054 | $766K |
| Comerica Bank | 0.00% | Add +697.6% | 32,000 | $742K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -26.0% | 30,203 | $700K |
| Dover Advisors, LLC | 0.31% | Add +6.6% | 29,984 | $695K |
| Advyzon Investment Management, LLC | 0.15% | Add +29.5% | 28,985 | $672K |
| Fortis Capital Advisors, LLC | 0.11% | Add +12.8% | 25,655 | $595K |
| Belpointe Asset Management LLC | 0.02% | Add +12.8% | 25,655 | $595K |
| Fox Hill Wealth Management | 0.30% | Reduce -1.3% | 24,831 | $576K |
| Latitude Advisors, LLC | 0.26% | Add +2.2% | 21,945 | $509K |
| Corient Private Wealth LP | 0.00% | New | 20,969 | $486K |
| Diversify Wealth Management, LLC | 0.03% | No change | 19,500 | $445K |
| Lloyd Advisory Services, LLC. | 0.21% | Reduce -1.5% | 18,356 | $425K |
| Global Wealth Strategies & Associates | 0.12% | Reduce -7.4% | 18,241 | $423K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 17,849 | $414K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 17,705 | $410K |
| Mutual Advisors, LLC | 0.01% | New | 15,213 | $345K |
| Ascentis Independent Advisors | 0.06% | Reduce -4.2% | 14,306 | $332K |
| Triumph Capital Management | 0.10% | Add +29.3% | 13,907 | $322K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,330 | $309K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.3% | 11,750 | $272K |
| Coordinated Financial Services, Inc. | 0.19% | — | 11,603 | $269K |
| Park Avenue Securities LLC | 0.00% | New | 11,380 | $264K |
| Wealth Alliance, LLC | 0.03% | No change | 10,638 | $247K |
| Independent Financial Group, LLC | 0.01% | Reduce -80.7% | 9,485 | $220K |
| NewEdge Advisors, LLC | 0.00% | New | 8,990 | $208K |
| FSC Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 8,818 | $204K |
| Luminist Capital LLC | 0.18% | Reduce -4.1% | 7,682 | $178K |
| Sound Income Strategies, LLC | 0.01% | No change | 5,500 | $127K |
| Alpine Bank Wealth Management | 0.02% | New | 5,031 | $117K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -47.7% | 4,800 | $111K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -86.7% | 4,000 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +30.7% | 3,997 | $93K |
| Bank of Montreal | 0.00% | Add +146.7% | 3,540 | $82K |
| Wells Fargo & Company | 0.00% | Add +2301.4% | 3,338 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 2,951 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,839 | $66K |
| Arax Advisory Partners | 0.00% | Add +4.6% | 2,305 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.9% | 2,185 | $51K |
| AE Wealth Management LLC | 0.00% | Reduce -88.2% | 1,325 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.0% | 1,177 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -77.8% | 626 | $15K |
| Allworth Financial LP | 0.00% | New | 500 | $12K |
| Park Square Financial Group, LLC | 0.01% | Reduce -23.0% | 378 | $9K |
| Parallel Advisors, LLC | 0.00% | New | 278 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +4.7% | 135 | $3K |
| Principal Securities, Inc. | 0.00% | Add +35.0% | 135 | $3K |
| Virtus Advisers, LLC | 0.00% | Add +1.6% | 125 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 125 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 90 | $2K |
| FMR LLC | 0.00% | Reduce -89.6% | 21 | $483 |
| Activest Wealth Management | 0.00% | No change | 5 | $113 |
"% of holder's portfolio" is TLTW's weight in each manager's 13F, not the share of iShares 20+ Bond Buywrite the manager owns.