I
iShares 20 Year Treasury Bond BuyWrite Strategy
TLTW • BATS
iShares 20 Year Treasury Bond BuyWrite Strategy is an exchange-traded fund on BATS. As of Q3 2025, 97 institutional investors hold shares in this ETF, with total holdings valued at $290.6M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $45.9M.
Overview
Overview of institutional ownership in TLTW as of Q3 2025
All Institutions
- Institutions
- 97
- Value Held
- $290.6M
- Shares Held
- 12.4M
- Avg Position
- $3.0M
- Median Position
- $544.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TLTW as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $45.9M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $22.5M 0.01% of portfolio |
 FRANKLIN RESOURCES INC Institution | $20.5M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $20.5M 0.02% of portfolio |
$20.5M 0.03% of portfolio | |
L LPL Financial LLC Institution | $17.8M 0.01% of portfolio |
 Columbus Macro, LLC Long Only Manager | $14.6M 1.67% of portfolio |
 MORGAN STANLEY RIA/Wealth | $12.8M 0.00% of portfolio |
 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | $11.4M 2.22% of portfolio |
 UBS Group AG Institution | $10.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TLTW in Q3 2025
- Traded
- +$34.7M
- Buyers
- 66
- Sellers
- 29
- Total Bought
- +$60.6M
- Total Sold
- −$25.9M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$12.3M +524.6K shares |
Cetera Investment Advisers RIA/Wealth | +$6.4M +272.3K shares |
L LPL Financial LLC Institution | +$5.3M +226.5K shares |
MORGAN STANLEY RIA/Wealth | +$4.9M +207.7K shares |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | +$4.2M +180.8K shares |
 Hamilton Wealth, LLC RIA/Wealth | +$3.8M +162.2K shares |
Columbus Macro, LLC Long Only Manager | +$3.5M +149.4K shares |
UBS Group AG Institution | +$3.3M +139.7K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$2.5M +106.8K shares |
+$1.3M +55.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
FRANKLIN RESOURCES INC Institution | −$8.9M −382.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$5.8M −249.7K shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | −$4.9M −212.7K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$1.5M −66.0K shares |
 CWM, LLC RIA/Wealth | −$1.4M −60.0K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$1.1M −48.5K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | −$486.8K −20.8K shares |
R ROYAL BANK OF CANADA Institution | −$368.3K −15.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$278.4K −11.9K shares |
L Latitude Advisors, LLC RIA/Wealth | −$175.2K −7.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TLTW in Q3 2025
- New Positions
- 16
- New Value
- $3.0M
- Exited Positions
- 9
- Exited Value
- $7.7M
New Positions
| Institution | Position Value |
|---|---|
 Blueprint Investment Partners LLC Long Only Manager | $544.8K 23.3K shares |
Blueprint Financial Advisors LLC RIA/Wealth | $544.8K 23.3K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $528.1K 22.6K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | $273.5K 11.7K shares |
X XTX Topco Ltd Institution | $238.7K 10.2K shares |
$205.2K 8.8K shares | |
 US BANCORP \DE\ Institution | $203.0K 8.7K shares |
 CULLEN/FROST BANKERS, INC. Institution | $148.5K 6.4K shares |
 MAI Wealth Advisors RIA/Wealth | $102.8K 4.4K shares |
 IFP Advisors, Inc RIA/Wealth | $88.9K 3.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | $4.9M 212.7K shares |
CWM, LLC RIA/Wealth | $1.4M 60.0K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $1.1M 48.5K shares |
 Sound Income Strategies, LLC RIA/Wealth | $127.5K 5.5K shares |
A Atlantic Trust Group, LLC Institution | $65.8K 2.8K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $53.4K 2.3K shares |
 Park Square Financial Group, LLC RIA/Wealth | $8.8K 378.0 shares |
 Parallel Advisors, LLC RIA/Wealth | $6.4K 278.0 shares |
 Pacifica Partners Inc. RIA/Wealth | $2.9K 125.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TLTW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 1
- Put Value
- $1.9K
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
P Persistent Asset Partners Ltd Institution | $1.9K 6.2 contracts |
Most Committed Institutions
Institutions with TLTW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 2.22% $11.4M |
Columbus Macro, LLC Long Only Manager | 1.67% $14.6M |
 NAPA WEALTH MANAGEMENT RIA/Wealth | 1.58% $3.0M |
Hamilton Wealth, LLC RIA/Wealth | 1.22% $5.8M |
 Emerald Investment Partners, LLC RIA/Wealth | 0.86% $7.5M |
 Fortress Wealth Group, LLC RIA/Wealth | 0.85% $2.0M |
 NCM Capital Management, LLC RIA/Wealth | 0.55% $1.4M |
 AlphaStar Capital Management, LLC RIA/Wealth | 0.44% $5.1M |
 DOVER ADVISORS, LLC RIA/Wealth | 0.35% $867.8K |
 Fox Hill Wealth Management RIA/Wealth | 0.26% $552.8K |