ISHARES 20+ BOND BUYWRITE (TLTW) Institutional Ownership Changes & 13F Activity
ISHARES 20+ BOND BUYWRITE (TLTW). 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 Quantinno Capital Management Lp, Morgan Stanley, Bank Of America Corp, Susquehanna International Group, Llp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +30,510 | +33.0% | 122,993 | $2.75M | Q2 2026 | Sep 09, 2026 |
| Caitlin John, Llc | Buy | +23,170 | +32.4% | 94,750 | $2.12M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +275,177 | +12.0% | 2,563,322 | $57.26M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +266,398 | +1191.0% | 288,766 | $6.45M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +253,301 | +120.1% | 464,149 | $10.37M | Q2 2026 | Aug 14, 2026 |
| Fwg Holdings, Llc | Buy | +232,045 | +283.8% | 313,795 | $6.76M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +84,411 | +32.6% | 343,490 | $7.67M | Q2 2026 | Aug 14, 2026 |
| Pinebridge Investments Llc | Sell | -62,774 | -13.5% | 401,168 | $8.96M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +48,435 | +69.7% | 117,880 | $2.63M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +48,122 | — | 48,122 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -18,000 | -99.4% | 100 | $2.23K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +17,931 | +57.0% | 49,404 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -11,280 | -7.7% | 135,930 | $3.04M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Sell | -11,111 | -34.4% | 21,181 | $473.18K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +8,450 | +2.9% | 297,695 | $6.65M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -7,418 | -98.7% | 101 | $2.25K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -5,825 | -26.5% | 16,123 | $360.18K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -1,261 | -5.2% | 22,835 | $510.14K | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors Llc | Buy | +511 | +1.5% | 34,569 | $772.28K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +395 | — | 395 | $8.82K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Sell | -198 | -0.8% | 24,268 | $542.15K | Q2 2026 | Aug 14, 2026 |
| Ncm Capital Management, Llc | Sell | -169 | -0.5% | 31,969 | $714.19K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -95 | -0.5% | 18,900 | $426.92K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +842,600 | — | 842,600 | $18.82M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +554,604 | +28.7% | 2,490,239 | $55.63M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +205,761 | +24.7% | 1,039,230 | $23.22M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -113,862 | -98.0% | 2,279 | $50.91K | Q2 2026 | Aug 13, 2026 |
| One Capital Management, Llc | Buy | +28,502 | — | 28,502 | $644.72K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +5,725 | +11.8% | 54,352 | $1.21M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -1,000 | -18.0% | 4,547 | $101.59K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about TLTW activity
Which institutional owners are buying TLTW?
Institutional owners buying TLTW 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 TLTW activity?
"Buy" means an investor increased their reported position in TLTW compared to the prior reporting period. This reflects growing exposure to ISHARES 20+ BOND BUYWRITE (TLTW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TLTW increasing?
Institutional interest in TLTW 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.