Who Owns iShares 10-20 Year Treasury Bond ETF (TLH)?Hedge Fund & Institutional Holders

$100.67-0.39 (-0.38%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.397000939000787e+264T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$97.25$100.84$104.44$108.03$111.62Sep 24Jun 25Mar 26

TLH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+23.6M+$2.4B
Forum Financial Management, LPNew Position+8.5M+$864.2M
Sanctuary Advisors, LLCNew Position+2.5M+$259.2M
Envestnet Portfolio Solutions, Inc.New Position+2.3M+$231.0M
PARK AVENUE SECURITIES LLCNew Position+1.8M+$185.8M
CWM, LLCNew Position+1.6M+$161.8M
Janney Montgomery Scott LLCNew Position+1.4M+$138.0M
Dynasty Wealth Management, LLCNew Position+1.2M+$123.0M
Bank of New York Mellon CorpNew Position+1.2M+$120.0M
TRUIST FINANCIAL CORPNew Position+1.0M+$104.3M
HAMILTON CAPITAL PARTNERS, LLCNew Position+750K+$76.3M
Cerity Partners OCIO LLCNew Position+717K+$72.9M
BENJAMIN EDWARDS INCNew Position+613K+$62.3M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+518K+$51.0M
JB Capital LLCNew Position+479K+$48.7M

TLH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-121K-$963.6B
BANK OF AMERICA CORP /DE/Decreased-409K-$817.2B
BlackRock, Inc.Decreased-189K-$411.0B
WELLS FARGO & COMPANY/MNDecreased-770K-$253.5B
STIFEL FINANCIAL CORPDecreased-395K-$204.4B
Richard Bernstein Advisors LLCDecreased-23K-$110.9B
US BANCORP \DE\Decreased-333K-$109.8B
RAYMOND JAMES FINANCIAL INCDecreased-37K-$90.3B
Destination Wealth ManagementDecreased-16K-$83.4B
UBS Group AGDecreased-98K-$71.2B
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-24K-$62.4B
OSAIC HOLDINGS, INC.Decreased-110K-$45.3B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-121K-$37.4B
Steward Partners Investment Advisory, LLCDecreased-14K-$33.1B
CreativeOne Wealth, LLCDecreased-51K-$25.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC23,581,855$2.4B0.71%Share
2LPL Financial LLC9,244,997$939.0M0.26%Share
3Forum Financial Management, LP7,737,907$786.7M10.23%Share
4BANK OF AMERICA CORP /DE/5,431,014$552.0M0.04%Share
5MORGAN STANLEY4,013,411$408.0M0.02%Share
6JPMORGAN CHASE & CO3,510,098$356.0M0.02%Share
7BlackRock, Inc.3,491,270$354.0M0.01%Share
8AMERIPRISE FINANCIAL INC3,195,697$324.0M0.07%Share
9Cetera Investment Advisers2,479,826$252.0M0.28%Share
10Envestnet Portfolio Solutions, Inc.2,274,092$231.0M0.81%Share
11ASSETMARK, INC2,142,935$217.9M0.44%Share
12BANK OF AMERICA CORP /DE/1,935,404$196.0M0.01%Share
13MML INVESTORS SERVICES, LLC1,850,452$188.0M0.46%Share
14PARK AVENUE SECURITIES LLC1,827,475$185.8M1.57%Share
15CWM, LLC1,591,487$161.8M0.44%Share
16STIFEL FINANCIAL CORP1,386,043$140.0M0.13%Share
17Janney Montgomery Scott LLC1,360,397$138.0M0.32%Share
18RiverFront Investment Group, LLC1,304,901$132.7M2.19%Share
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,791,010$128.9M0.08%Share
20Dynasty Wealth Management, LLC1,179,719$119.0M1.17%Share
21Bank of New York Mellon Corp1,163,151$118.0M0.02%Share
22WELLS FARGO & COMPANY/MN1,069,942$108.0M0.02%Share
23Richard Bernstein Advisors LLC1,050,711$106.8M3.14%Share
24NewEdge Advisors, LLC977,202$99.0M0.36%Share
25Destination Wealth Management793,726$80.7M2.11%Share
26ROYAL BANK OF CANADA761,121$77.0M0.01%Share
27HAMILTON CAPITAL PARTNERS, LLC750,005$76.3M25.33%Share
28Cerity Partners OCIO LLC717,105$72.9M4.03%Share
29Sanctuary Advisors, LLC699,664$71.1M0.44%Share
30Sanctuary Advisors, LLC698,389$71.0M0.39%Share
31TRUIST FINANCIAL CORP687,625$69.9M0.09%Share
32Quotient Wealth Partners, LLC643,282$65.4M1.74%Share
33WELLS FARGO & COMPANY/MN614,338$62.0M0.01%Share
34UBS Group AG587,299$59.7M0.01%Share
35BENJAMIN EDWARDS INC581,353$59.1M0.65%Share
36UNITED CAPITAL FINANCIAL ADVISORS, LLC582,333$59.0M0.36%Share
37Sanctuary Advisors, LLC564,223$58.5M0.41%Share
38Sanctuary Advisors, LLC564,223$58.5M0.38%Share
39RAYMOND JAMES FINANCIAL INC525,051$53.0M0.02%Share
40US BANCORP \DE\486,371$49.4M0.06%Share
41JB Capital LLC478,650$48.7M1.99%Share
42FOUNDATIONS INVESTMENT ADVISORS, LLC471,845$47.0M0.62%Share
43SAGESPRING WEALTH PARTNERS, LLC406,161$41.3M0.75%Share
44COMMONWEALTH EQUITY SERVICES, LLC383,817$39.0M0.05%Share
45JPMORGAN CHASE & CO387,147$39.0M0.00%Share
46MAI Capital Management377,893$38.0M0.22%Share
47TRUIST FINANCIAL CORP333,507$33.9M0.05%Share
48RS CRUM INC.314,906$32.0M6.40%Share
49RAYMOND JAMES FINANCIAL INC311,645$31.0M0.01%Share
50Steward Partners Investment Advisory, LLC308,037$31.0M0.17%Share

TLH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025625$11.9B+318
Q3 2025307$6.3T-189
Q2 2025496$9.6T-22
Q1 2025518$8.7T+130
Q4 2024388$201.7T+75
Q3 2024313$4925.6T+22
Q2 2024291$4807.2T+31
Q1 2024260$5036.8T—

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As of Q4 2025, 50 institutional investors hold TLH (iShares 10-20 Year Treasury Bond ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $2.4B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own TLH?

As of Q4 2025, 50 institutional investors report holding TLH (iShares 10-20 Year Treasury Bond ETF) in their 13F filings.

Who is the largest institutional holder of TLH?

The largest institutional holder of TLH is ENVESTNET ASSET MANAGEMENT INC with $2.4B in shares.

Is institutional ownership of TLH increasing or decreasing?

This quarter, 15 institutions opened new positions in TLH and 0 closed their positions.