ISHARES 10-20 YEAR TREASURY (TLH) Institutional Ownership Changes & 13F Activity

ISHARES 10-20 YEAR TREASURY (TLH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Keel Point, Llc, United Capital Financial Advisors, Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-61,332-63.0%35,986$3.61MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+38+2.8%1,414$141.90KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-10,233-24.7%31,209$3.13MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+12,031+320.1%15,790$1.58MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+683+6.4%11,428$1.15MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+95+380.0%120$12.04KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-463-9.2%4,549$456.45KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-117,486-20.5%456,877$45.82MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-3,640-2.9%121,351$12.18MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+1,249+20.2%7,445$747.19KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-754-25.6%2,189$219.63KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-559-5.5%9,627$966.16KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+402+6.8%6,331$635.32KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+166+535.5%197$19.73KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+149+12.4%1,353$136.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,455,0712,455,071$246.01MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,026,927-12.7%7,056,628$708.13MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+144,496144,496$14.50MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-106,021-13.8%661,234$66.36MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-94,154-10.4%809,038$81.19MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+72,436+222.9%104,929$10.53MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-63,529-3.7%1,660,729$166.65MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-61,645-28.2%157,196$15.77MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-52,606-96.2%2,078$208.53KQ2 2026Aug 14, 2026
Cerity Partners Ocio LlcSell-51,186-9.2%504,136$50.59MQ2 2026Aug 14, 2026
&PartnersBuy+46,915+38.0%170,479$17.09MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-34,563-11.6%262,174$26.37MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+33,594+54.9%94,839$9.52MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+32,687+7.2%484,379$48.61MQ2 2026Aug 14, 2026
Destination Wealth ManagementBuy+28,305+3.3%891,126$89.42MQ2 2026Aug 14, 2026
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Frequently asked questions about TLH activity

  • Which institutional owners are buying TLH?

    Institutional owners buying TLH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TLH activity?

    "Buy" means an investor increased their reported position in TLH compared to the prior reporting period. This reflects growing exposure to ISHARES 10-20 YEAR TREASURY (TLH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TLH increasing?

    Institutional interest in TLH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.