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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -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
HAMILTON CAPITAL PARTNERS, LLCNew Position+750K+$76.3B
Cerity Partners OCIO LLCNew Position+717K+$72.9B
SAGESPRING WEALTH PARTNERS, LLCNew Position+406K+$41.3B
JPMORGAN CHASE & COIncreased+452K+$39.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+384K+$39.0B
RS CRUM INC.New Position+315K+$32.0B
Savvy Advisors, Inc.New Position+261K+$26.5B
AMERIPRISE FINANCIAL INCIncreased+257K+$25.7B
Johnson Bixby & Associates, LLCNew Position+232K+$23.6B
JONES FINANCIAL COMPANIES LLLPNew Position+158K+$16.0B
SteelPeak Wealth, LLCNew Position+152K+$15.4B
Legacy Financial Group LLCNew Position+144K+$14.7B
GOLDMAN SACHS GROUP INCIncreased+143K+$13.8B
Trek Financial, LLCNew Position+129K+$13.1B
ROYAL BANK OF CANADAIncreased+144K+$12.7B

TLH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-121K-$963.6B
WELLS FARGO & COMPANY/MNDecreased-770K-$83.7B
STIFEL FINANCIAL CORPDecreased-395K-$45.6B
US BANCORP \DE\Decreased-333K-$35.3B
GenTrust, LLCDecreased-215K-$22.2B
Vestmark Advisory Solutions, Inc.Decreased-154K-$20.8B
Financial Engines Advisors L.L.C.Decreased-47K-$15.4B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-121K-$12.7B
OSAIC HOLDINGS, INC.Decreased-110K-$12.3B
UBS Group AGDecreased-98K-$10.8B
CreativeOne Wealth, LLCDecreased-51K-$7.5B
Kelly Financial Services LLCDecreased-68K-$7.2B
Wealthstar Advisors, LLCDecreased-62K-$6.4B
RAYMOND JAMES FINANCIAL INCDecreased-37K-$6.3B
TUDOR INVESTMENT CORP ET ALDecreased-42K-$5.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/5,431,014$552.0B0.04%Share
2JPMORGAN CHASE & CO3,510,098$356.0B0.02%Share
3AMERIPRISE FINANCIAL INC3,195,697$324.0B0.07%Share
4ASSETMARK, INC2,142,935$217.9B0.44%Share
5BANK OF AMERICA CORP /DE/1,935,404$196.0B0.01%Share
6STIFEL FINANCIAL CORP1,386,043$140.0B0.13%Share
7RiverFront Investment Group, LLC1,304,901$132.7B2.19%Share
8WELLS FARGO & COMPANY/MN1,069,942$108.0B0.02%Share
9Richard Bernstein Advisors LLC1,050,711$106.8B3.14%Share
10Destination Wealth Management793,726$80.7B2.11%Share
11ROYAL BANK OF CANADA761,121$77.0B0.01%Share
12HAMILTON CAPITAL PARTNERS, LLC750,005$76.3B25.33%Share
13Cerity Partners OCIO LLC717,105$72.9B4.03%Share
14WELLS FARGO & COMPANY/MN614,338$62.0B0.01%Share
15UBS Group AG587,299$59.7B0.01%Share
16UNITED CAPITAL FINANCIAL ADVISORS, LLC582,333$59.0B0.36%Share
17RAYMOND JAMES FINANCIAL INC525,051$53.0B0.02%Share
18US BANCORP \DE\486,371$49.4B0.06%Share
19SAGESPRING WEALTH PARTNERS, LLC406,161$41.3B0.75%Share
20JPMORGAN CHASE & CO387,147$39.0B0.00%Share
21COMMONWEALTH EQUITY SERVICES, LLC383,817$39.0B0.05%Share
22RS CRUM INC.314,906$32.0B6.40%Share
23RAYMOND JAMES FINANCIAL INC311,645$31.0B0.01%Share
24Steward Partners Investment Advisory, LLC308,037$31.0B0.17%Share
25OSAIC HOLDINGS, INC.266,727$27.0B0.04%Share
26Savvy Advisors, Inc.260,937$26.5B0.86%Share
27CASTLEARK MANAGEMENT LLC258,432$26.0B0.76%Share
28Icon Wealth Advisors, LLC251,916$25.6B1.71%Share
29CONFLUENCE INVESTMENT MANAGEMENT LLC242,506$24.7B0.37%Share
30US BANCORP \DE\237,448$24.1B0.03%Share
31IHT Wealth Management, LLC240,725$24.0B0.58%Share
32Johnson Bixby & Associates, LLC231,648$23.6B2.92%Share
33GOLDMAN SACHS GROUP INC222,773$22.0B0.00%Share
34Modern Wealth Management, LLC210,726$21.4B0.39%Share
35Atria Investments, Inc206,774$21.0B0.24%Share
36Goelzer Investment Management, Inc.170,709$17.4B0.80%Share
37CreativeOne Wealth, LLC176,506$17.0B0.41%Share
38Rockefeller Capital Management L.P.163,790$16.0B0.03%Share
39Orion Porfolio Solutions, LLC166,967$16.0B0.12%Share
40Equitable Holdings, Inc.164,012$16.0B0.11%Share
41BANK OF AMERICA CORP /DE/166,942$16.0B0.00%Share
42JONES FINANCIAL COMPANIES LLLP157,601$16.0B0.01%Share
43SteelPeak Wealth, LLC151,742$15.4B0.50%Share
44Keel Point, LLC142,377$14.0B0.84%Share
45INTEGRITY ALLIANCE, LLC.131,986$13.4B0.49%Share
46Trek Financial, LLC128,985$13.1B0.76%Share
47Kelly Financial Services LLC126,944$12.9B3.23%Share
48Estate Counselors, LLC117,565$12.0B1.00%Share
49Farther Finance Advisors, LLC112,099$11.4B0.12%Share
50Triad Wealth Partners, LLC111,009$11.3B1.07%Share

TLH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025625$4.1T+318
Q3 2025307$4.5T-189
Q2 2025496$8.0T-22
Q1 2025518$7.2T+130
Q4 2024388$357.6T+75
Q3 2024313$1478.5T+22
Q2 2024291$1436.2T+31
Q1 2024260$1375.8T—

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As of Q4 2025, 50 institutional investors hold TLH (iShares 10-20 Year Treasury Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $552.0B in shares. This quarter, 11 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 BANK OF AMERICA CORP /DE/ with $552.0B in shares.

Is institutional ownership of TLH increasing or decreasing?

This quarter, 11 institutions opened new positions in TLH and 0 closed their positions.