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iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$45K
EW
227
Element Wealth
Mississippi
$42K +$43.7K +312 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$41K +$19.2K +137 +81%
HI
229
Hudock Inc
Pennsylvania
$39K +$140 +1 +0.3%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$36K +$17.7K +126 +87%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$34K +$35K +250 New
Fidelity Investments
232
Fidelity Investments
Massachusetts
$31K +$11.2K +80 +55%
NFSG
233
Newbridge Financial Services Group
Florida
$27K +$28K +200 New
CIAS
234
CFS Investment Advisory Services
New Jersey
$27K +$500M +3,568,599 +13,299%
BCA
235
Bray Capital Advisors
Florida
$24K
FA
236
Fortis Advisors
Pennsylvania
$23K -$7.71K -55 -24%
SL
237
Savior LLC
Massachusetts
$21K +$420 +3 +2%
MCC
238
Money Concepts Capital
Florida
$19K -$144K -1,031 -88%
IFAM
239
Institutional & Family Asset Management
Colorado
$18K +$6.02K +43 +46%
PFA
240
Professional Financial Advisors
Nebraska
$18K +$19.2K +137 New
APC
241
Aspire Private Capital
North Carolina
$17K -$5.04K -36 -22%
William Blair & Company
242
William Blair & Company
Illinois
$17K
CTC
243
Central Trust Company
Missouri
$14K
ACM
244
Antonetti Capital Management
Florida
$12K
AWMS
245
Advocacy Wealth Management Services
Georgia
$11K +$3.08K +22 +35%
CIA
246
Choate Investment Advisors
Massachusetts
$10K
AWM
247
Accel Wealth Management
Iowa
$9K
WPA
248
West Paces Advisors
Georgia
$8.88K
PB
249
Pinnacle Bancorp
Nebraska
$8K +$8.4K +60 New
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.69K +62 New

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.