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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+30,510+33.0%122,993$2.75MQ2 2026Sep 09, 2026
Caitlin John, LlcBuy+23,170+32.4%94,750$2.12MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+275,177+12.0%2,563,322$57.26MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+266,398+1191.0%288,766$6.45MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+253,301+120.1%464,149$10.37MQ2 2026Aug 14, 2026
Fwg Holdings, LlcBuy+232,045+283.8%313,795$6.76MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+84,411+32.6%343,490$7.67MQ2 2026Aug 14, 2026
Pinebridge Investments LlcSell-62,774-13.5%401,168$8.96MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+48,435+69.7%117,880$2.63MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+48,12248,122$1.08MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-18,000-99.4%100$2.23KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+17,931+57.0%49,404$1.10MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-11,280-7.7%135,930$3.04MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-11,111-34.4%21,181$473.18KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+8,450+2.9%297,695$6.65MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,418-98.7%101$2.25KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-5,825-26.5%16,123$360.18KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-1,261-5.2%22,835$510.14KQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+511+1.5%34,569$772.28KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+395395$8.82KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-198-0.8%24,268$542.15KQ2 2026Aug 14, 2026
Ncm Capital Management, LlcSell-169-0.5%31,969$714.19KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-95-0.5%18,900$426.92KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+842,600842,600$18.82MQ2 2026Aug 13, 2026
Morgan StanleyBuy+554,604+28.7%2,490,239$55.63MQ2 2026Aug 13, 2026
Ubs Group AgBuy+205,761+24.7%1,039,230$23.22MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-113,862-98.0%2,279$50.91KQ2 2026Aug 13, 2026
One Capital Management, LlcBuy+28,50228,502$644.72KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+5,725+11.8%54,352$1.21MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-1,000-18.0%4,547$101.59KQ2 2026Aug 13, 2026
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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.