ISHARES 20+ YEAR TREASURY BD (TLT) Institutional Ownership Changes & 13F Activity
ISHARES 20+ YEAR TREASURY BD (TLT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Dakota Wealth Management, Consilio Wealth Advisors, Llc, Arete Wealth Advisors, Llc, and Redwood Investment Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +63,448 | +43.7% | 208,694 | $18.19M | Q4 2025 | Aug 26, 2026 |
| Redwood Investment Management, Llc | Buy | +18,271 | — | 18,271 | $1.59K | Q4 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | Sell | -7,656 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +26,992 | — | 26,992 | $2.35M | Q4 2025 | Aug 11, 2026 |
| Verus Capital Partners, Llc | Buy | +5,453 | +14.6% | 42,871 | $3.74M | Q4 2025 | Jul 09, 2026 |
| Kerr Financial Planning Corp | Buy | +360 | +93.0% | 747 | $65.99K | Q4 2025 | Jul 01, 2026 |
| Flatrock Wealth Partners Llc | Buy | +6,544 | — | 6,544 | $567.27K | Q4 2025 | May 26, 2026 |
| Independent Financial Group, Llc | Buy | +4,032 | +15.0% | 30,856 | $2.69M | Q4 2025 | May 15, 2026 |
| National Philanthropic Trust | Buy | +756 | +7.9% | 10,290 | $896.88K | Q4 2025 | May 15, 2026 |
| Pioneer Family Office, Llc | Buy | +297 | — | 297 | $25.89K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +845 | — | 845 | $73.63K | Q4 2025 | May 12, 2026 |
| Causey Wealth Llc | Sell | -103 | -0.9% | 11,092 | $966.81K | Q4 2025 | May 08, 2026 |
| Vision Retirement, Llc | Buy | +1,829 | — | 1,829 | $159.44K | Q4 2025 | May 07, 2026 |
| Bluefin Capital Management, Llc | Buy | +6,600 | — | 6,600 | $575.26K | Q4 2025 | Apr 29, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -71 | -5.1% | 1,324 | $115.40K | Q4 2025 | Apr 24, 2026 |
| Titiun Yejiel | Buy | +10,387 | — | 10,387 | $905.33K | Q4 2025 | Apr 10, 2026 |
| Red Reef Advisors Llc | Buy | +15,829 | — | 15,829 | $1.38M | Q4 2025 | Apr 08, 2026 |
| Estate Planners Group, Llc | Buy | +440 | — | 440 | $38.34K | Q4 2025 | Apr 07, 2026 |
| Beacon Financial Group | Buy | +3,425 | — | 3,425 | $298.52K | Q4 2025 | Apr 01, 2026 |
| Dedeker Financial Llc | Buy | +5,722 | — | 5,722 | $498.69K | Q4 2025 | Mar 31, 2026 |
| Consilio Wealth Advisors, Llc | Buy | +34,010 | — | 34,010 | $2.96M | Q4 2025 | Mar 20, 2026 |
| Purpose Unlimited Inc. | Buy | +1,450 | — | 1,450 | $126.38K | Q4 2025 | Mar 20, 2026 |
| Osbon Capital Management Llc | Buy | +5,482 | — | 5,482 | $477.81K | Q4 2025 | Mar 16, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +2,363 | — | 2,363 | $205.96K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +1,395,452 | — | 1,395,452 | $121.78M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +804 | — | 804 | $70.08K | Q4 2025 | Mar 05, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +352 | — | 352 | $30.68K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +100 | — | 100 | $8.72K | Q4 2025 | Mar 04, 2026 |
| Integrated Wealth Management | Buy | +3,367 | — | 3,367 | $293.47K | Q4 2025 | Mar 03, 2026 |
| Nwf Advisory Services Inc. | Buy | +2,787 | — | 2,787 | $242.91K | Q4 2025 | Mar 03, 2026 |
Frequently asked questions about TLT activity
Which institutional owners are buying TLT?
Institutional owners buying TLT 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 TLT activity?
"Buy" means an investor increased their reported position in TLT compared to the prior reporting period. This reflects growing exposure to ISHARES 20+ YEAR TREASURY BD (TLT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TLT increasing?
Institutional interest in TLT 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.