Who Owns TLTW?
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF — Institutional Ownership & 13F Holdings
$22.46
-0.09 (-0.38%)
Market Cap
$1.8B
Shares Outstanding
84,912,724
Institutional Holders
83
Total Inst. Value
$662.2M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
20
Closed Positions
15
Increased
43
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $433.2M | 18,005 |
| 2 | TRAPHAGEN INVESTMENT ADVISORS LLC | $57.8M | 2,403,657 |
| 3 | FRANKLIN RESOURCES INC | $37.5M | 1,558,406 |
| 4 | BANK OF AMERICA CORP /DE/ | $24.3M | 1,012,015 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.9M | 785,035 |
| 6 | Cetera Investment Advisers | $9.6M | 399,064 |
| 7 | Columbus Macro, LLC | $8.8M | 367,388 |
| 8 | Cambridge Investment Research Advisors, Inc. | $8.7M | 363,391 |
| 9 | MML INVESTORS SERVICES, LLC | $8.4M | 347,936 |
| 10 | FWG Holdings, LLCNew | $8.1M | 342,968 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | +689K | $57.8M |
| FRANKLIN RESOURCES INC | +134K | $37.5M |
| BANK OF AMERICA CORP /DE/ | +429K | $24.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +231K | $18.9M |
| Cetera Investment Advisers | +170K | $9.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | -226K | $8.4M |
| Tortoise Investment Management, LLC | -196K | $221K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -32K | $957K |
| NCM Capital Management, LLC | -30K | $1.5M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -20K | $2K |
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Frequently Asked Questions
How many institutional investors hold TLTW?
As of Q1 2025, 83 institutional investors report holding TLTW (iShares 20+ Year Treasury Bond BuyWrite Strategy ETF) in their 13F filings.
Which hedge fund owns the most TLTW?
The largest institutional holder of TLTW is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $433.2M in shares.
Are institutions buying or selling TLTW?
This quarter, 20 institutions opened new positions in TLTW and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.