Who Owns iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW)?Hedge Fund & Institutional Holders

$22.66+0.17 (+0.73%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -6

Price History

$22.32$23.59$24.85$26.11$27.38Sep 24Jun 25Mar 26

TLTW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+52K+$44.0B
IHT Wealth Management, LLCNew Position+278K+$6.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+235K+$5.0B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCIncreased+165K+$3.4B
Golden State Equity PartnersNew Position+120K+$2.7B
UBS Group AGIncreased+129K+$2.6B
AlphaStar Capital Management, LLCIncreased+104K+$2.2B
COMERICA BANKIncreased+97K+$2.2B
ARMSTRONG ADVISORY GROUP, INCNew Position+95K+$2.1B
PRINCIPAL FINANCIAL GROUP INCNew Position+94K+$2.1B
FWG Holdings, LLCNew Position+82K+$2.0B
Sovran Advisors, LLCNew Position+77K+$1.8B
PFG Investments, LLCNew Position+71K+$1.6B
Elequin Capital, LPNew Position+54K+$1.2B
OPPENHEIMER & CO INCNew Position+52K+$1.2B

TLTW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FRANKLIN RESOURCES INCDecreased-140K-$4.5B
NAPA WEALTH MANAGEMENTClosed Position-129K-$3.0B
NCM Capital Management, LLCClosed Position-60K-$1.4B
OSAIC HOLDINGS, INC.Decreased-23K-$1.4B
ROYAL BANK OF CANADADecreased-17K-$1.2B
BANK OF MONTREAL /CAN/Decreased-33K-$855.0M
Fox Hill Wealth ManagementClosed Position-24K-$552.8M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-17K-$389.3M
STIFEL FINANCIAL CORPDecreased-4K-$385.9M
XTX Topco LtdClosed Position-10K-$238.7M
US BANCORP \DE\Closed Position-9K-$203.0M
DOVER ADVISORS, LLCDecreased-6K-$170.8M
Luminist Capital LLCDecreased-4K-$166.3M
Tortoise Investment Management, LLCClosed Position-5K-$112.2M
NerdWallet Wealth Partners, LLCDecreased-921-$110.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,189,624$26.0B1.89%Share
2BANK OF AMERICA CORP /DE/824,391$18.0B1.31%Share
3FRANKLIN RESOURCES INC738,741$16.0B3.93%Share
4PREVAIL INNOVATIVE WEALTH ADVISORS, LLC654,962$14.8B2.66%Share
5UBS Group AG591,937$13.4B2.18%Share
6AlphaStar Capital Management, LLC319,807$7.3B0.53%Share
7ASSETMARK, INC294,850$6.7B13.63%Share
8IHT Wealth Management, LLC278,347$6.0B0.15%Share
9COMMONWEALTH EQUITY SERVICES, LLC235,116$5.0B6.67%Share
10ROYAL BANK OF CANADA190,083$4.0B0.65%Share
11OSAIC HOLDINGS, INC.160,764$3.0B4.38%Share
12COMERICA BANK129,545$2.9B11.71%Share
13Golden State Equity Partners119,557$2.7B0.44%Share
14ARMSTRONG ADVISORY GROUP, INC94,628$2.1B0.14%Share
15PRINCIPAL FINANCIAL GROUP INC94,097$2.1B1.09%Share
16RAYMOND JAMES FINANCIAL INC122,503$2.0B0.62%Share
17Steward Partners Investment Advisory, LLC103,058$2.0B10.97%Share
18FWG Holdings, LLC81,995$2.0B0.85%Share
19Sovran Advisors, LLC76,708$1.8B0.15%Share
20PFG Investments, LLC71,348$1.6B0.08%Share
21Elequin Capital, LP54,389$1.2B0.09%Share
22OPPENHEIMER & CO INC51,659$1.2B16.63%Share
23NerdWallet Wealth Partners, LLC13,116$1.1B0.51%Share
24Triumph Capital Management50,031$1.1B0.25%Share
25CacheTech Inc.49,162$1.1B0.21%Share
26Claris Financial LLC47,866$1.1B0.58%Share
27TRAPHAGEN INVESTMENT ADVISORS LLC47,519$1.1B0.09%Share
28STIFEL FINANCIAL CORP55,517$1.0B0.90%Share
29Alpine Bank Wealth Management37,803$856.0M0.12%Share
30Advyzon Investment Management, LLC33,844$767.0M0.09%Share
31Frontier Asset Management, LLC33,697$763.0M0.18%Share
32Perennial Investment Advisors, LLC32,233$730.0M0.06%Share
33DOVER ADVISORS, LLC30,761$697.0M0.27%Share
34OLD MISSION CAPITAL LLC29,565$670.0M0.02%Share
35Mutual Advisors, LLC27,375$620.0M0.01%Share
36Blueprint Financial Advisors LLC26,359$597.0M0.09%Share
37Blueprint Investment Partners LLC26,359$597.0M0.06%Share
38Lloyd Advisory Services, LLC.22,537$510.0M0.20%Share
39PFG Advisors21,635$490.0M0.02%Share
40DIVERSIFY WEALTH MANAGEMENT, LLC19,500$445.0M0.02%Share
41Coordinated Financial Services, Inc.14,590$330.0M0.19%Share
42Kovack Advisors, Inc.15,063$298.0M0.02%Share
43WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC13,155$298.0M0.09%Share
44Global Wealth Strategies & Associates12,302$278.0M0.07%Share
45Joseph P. Lucia & Associates, LLC11,989$271.0M0.10%Share
46Latitude Advisors, LLC11,784$267.0M0.12%Share
47Foguth Wealth Management, LLC.10,038$227.0M0.04%Share
48Caitlin John, LLC7,100$160.0M0.10%Share
49Morling Financial Advisors, LLC5,164$117.0M0.04%Share
50INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,078$115.0M0.01%Share

TLTW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025117$158.9B+52
Q3 202565$125.4B-19
Q2 202584$199.1B+1
Q1 202583$247.6B+5
Q4 202478$2.9T+20
Q3 202458$47.1T+11
Q2 202447$20.5T-2
Q1 202449$22.1T—

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As of Q4 2025, 50 institutional investors hold TLTW (iShares 20+ Year Treasury Bond BuyWrite Strategy ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $26.0B in shares. This quarter, 10 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own TLTW?

As of Q4 2025, 50 institutional investors report holding TLTW (iShares 20+ Year Treasury Bond BuyWrite Strategy ETF) in their 13F filings.

Who is the largest institutional holder of TLTW?

The largest institutional holder of TLTW is BANK OF AMERICA CORP /DE/ with $26.0B in shares.

Is institutional ownership of TLTW increasing or decreasing?

This quarter, 10 institutions opened new positions in TLTW and 6 closed their positions.