Funds holding iShares 20+ Year Treasury Bond ETF
ISIN US4642874329 · United States · LEI 549300WWURKS1JGBZU59
- Fund holders
- 25
- Of which ETFs
- 6 19 other funds
- Value held
- 3.4B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond BuyWrite Strategy ETF iShares Trust | 22,317,500 | 1.8B $ | 99.92 % | as of Jul 31, 2026 ↗ |
| Direxion Daily 20+ Year Treasury Bull 3X Shares Direxion Shares ETF Trust | 17,777,404 | 1.5B $ | 66.48 % | as of Jul 31, 2026 ↗ |
| State Street Moderate ETF Portfolio Brighthouse Funds Trust I | 599,250 | 51.8M $ | 3.10 % | as of Jun 30, 2026 ↗ |
| Amplify TLT U.S. Treasury 12% Option Income ETF Amplify ETF Trust | 194,753 | 16.8M $ | 76.59 % | as of Jun 30, 2026 ↗ |
| Adaptive Hedged Multi-Asset Income ETF Starboard Investment Trust | 155,379 | 13.3M $ | 20.87 % | as of May 31, 2026 ↗ |
| State Street Moderately Aggressive ETF Portfolio Brighthouse Funds Trust I | 140,303 | 12.1M $ | 1.56 % | as of Jun 30, 2026 ↗ |
| Monarch Ambassador Income ETF Northern Lights Fund Trust IV | 135,995 | 11.7M $ | 6.24 % | as of May 31, 2026 ↗ |
| Horizon Active Income Fund Horizon Funds | 133,537 | 11.5M $ | 3.93 % | as of May 31, 2026 ↗ |
| Quantified Managed Income Fund Advisors Preferred Trust | 80,308 | 6.9M $ | 6.30 % | as of Jun 30, 2026 ↗ |
| SA Fixed Income Index Portfolio SUNAMERICA SERIES TRUST | 70,000 | 5.8M $ | 1.07 % | as of Jul 31, 2026 ↗ |
| Lazard Opportunistic Strategies Portfolio LAZARD FUNDS INC | 32,350 | 2.8M $ | 11.64 % | as of Jun 30, 2026 ↗ |
| Global Atlantic Moderately Aggressive Managed Risk Portfolio Forethought Variable Insurance Trust | 21,466 | 1.9M $ | 0.76 % | as of Jun 30, 2026 ↗ |
| Global Tactical Asset Allocation Fund Northern Funds | 21,018 | 1.8M $ | 2.16 % | as of Jun 30, 2026 ↗ |
| MML VIP BlackRock iShares 80/20 Allocation Fund MML Series Investment Fund II | 19,359 | 1.7M $ | 0.88 % | as of Jun 30, 2026 ↗ |
| MML VIP BlackRock iShares 60/40 Allocation Fund MML Series Investment Fund II | 19,159 | 1.7M $ | 1.82 % | as of Jun 30, 2026 ↗ |
| Timber Point Global Allocations Fund 360 Funds | 16,230 | 1.4M $ | 4.38 % | as of Jun 30, 2026 ↗ |
| Timber Point Alternative Income Fund 360 Funds | 15,000 | 1.3M $ | 4.80 % | as of Jun 30, 2026 ↗ |
| WisdomTree Bianco Total Return Fund WisdomTree Trust | 10,101 | 866.3K $ | 0.81 % | as of May 31, 2026 ↗ |
| Global Atlantic Balanced Managed Risk Portfolio Forethought Variable Insurance Trust | 8,070 | 697.4K $ | 1.11 % | as of Jun 30, 2026 ↗ |
| Global Atlantic Moderate Managed Risk Portfolio Forethought Variable Insurance Trust | 7,149 | 617.8K $ | 0.78 % | as of Jun 30, 2026 ↗ |
| Upright Growth Fund UPRIGHT INVESTMENTS TRUST | 5,000 | 432.1K $ | 1.30 % | as of Jun 30, 2026 ↗ |
| TFA Tactical Income Fund Tactical Investment Series Trust | 2,360 | 204K $ | 0.87 % | as of Jun 30, 2026 ↗ |
| Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust | 2,220 | 191.9K $ | 0.45 % | as of Jun 30, 2026 ↗ |
| Quantified Government Income Tactical Fund Advisors Preferred Trust | 500 | 43.2K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 234 | 20.2K $ | 0.12 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares 20+ Year Treasury Bond BuyWrite Strategy ETF iShares Trust | 99.92 % | as of Jul 31, 2026 ↗ |
| Amplify TLT U.S. Treasury 12% Option Income ETF Amplify ETF Trust | 76.59 % | as of Jun 30, 2026 ↗ |
| Direxion Daily 20+ Year Treasury Bull 3X Shares Direxion Shares ETF Trust | 66.48 % | as of Jul 31, 2026 ↗ |
| Adaptive Hedged Multi-Asset Income ETF Starboard Investment Trust | 20.87 % | as of May 31, 2026 ↗ |
| Lazard Opportunistic Strategies Portfolio LAZARD FUNDS INC | 11.64 % | as of Jun 30, 2026 ↗ |
| Quantified Managed Income Fund Advisors Preferred Trust | 6.30 % | as of Jun 30, 2026 ↗ |
| Monarch Ambassador Income ETF Northern Lights Fund Trust IV | 6.24 % | as of May 31, 2026 ↗ |
| Timber Point Alternative Income Fund 360 Funds | 4.80 % | as of Jun 30, 2026 ↗ |
| Timber Point Global Allocations Fund 360 Funds | 4.38 % | as of Jun 30, 2026 ↗ |
| Horizon Active Income Fund Horizon Funds | 3.93 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 25 | -9 | 41,784,645 | -10.2 % |
| 2026Q2 | 34 | +5 | 46,517,190 | +107.8 % |
| 2026Q1 | 29 | +5 | 22,389,639 | -59.4 % |
| 2025Q4 | 24 | -17 | 55,100,009 | -10.6 % |
| 2025Q3 | 41 | -7 | 61,630,471 | +9.3 % |
| 2025Q2 | 48 | -6 | 56,404,931 | +201.9 % |
| 2025Q1 | 54 | -15 | 18,683,022 | -73.0 % |
| 2024Q4 | 69 | +7 | 69,084,533 | +13.2 % |
| 2024Q3 | 62 | +10 | 61,026,825 | +24.1 % |
| 2024Q2 | 52 | -15 | 49,178,796 | +32.5 % |
| 2024Q1 | 67 | +1 | 37,105,321 | +105.7 % |
| 2023Q4 | 66 | 18,042,164 |
Institutional managers
1,076 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 84,597,929 | 7.3B $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44,380,392 | 3.8B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 27,179,948 | 2.4B $ | as of Mar 31, 2026 |
| Rafferty Asset Management, LLC | 23,042,423 | 2B $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 15,673,327 | 1.4B $ | as of Mar 31, 2026 |
| UBS Group AG | 15,117,551 | 1.3B $ | as of Mar 31, 2026 |
| CITIGROUP INC | 14,831,361 | 1.3B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 11,164,372 | 967.8M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,568,945 | 482.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 5,201,859 | 450.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 4,766,530 | 413.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 4,690,658 | 406.6M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 3,889,034 | 337.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,488,131 | 302.7M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 3,197,900 | 277.2M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,020,419 | 263.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 2,907,009 | 258.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,763,343 | 239.6M $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 2,750,000 | 238.4M $ | as of Mar 31, 2026 |
| Harvest Portfolios Group Inc. | 2,744,301 | 237.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,648,721 | 229.6M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 2,373,581 | 205.8M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 2,301,407 | 199.5M $ | as of Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | 2,109,798 | 182.9K $ | as of Mar 31, 2026 |
| Mirae Asset Global Investments Co., Ltd. | 2,064,549 | 179M $ | as of Mar 31, 2026 |
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