iShares 10-20 Year Treasury Bond ETF
TLH
408 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 124 reducing their positions, and 56 closing their positions.
148% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $4.28M
53% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 124
1% more capital invested
Capital invested by funds: $7.05B → $7.1B (+$48.9M)
2% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 56
1.31% less ownership
Funds ownership: 90.36% → 89.06% (-1.3%)
3% less funds holding
Funds holding: 420 → 408 (-12)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$116M |
| 2 |
AssetMark Inc
Concord,
California
|
+$72M |
| 3 |
JP Morgan Chase
New York
|
+$44.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$41.5M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$154M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$67.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$59.8M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$43.2M |
| 5 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$31.8M |
TLH Hedge Fund Activity: Q1 2024 in Review
408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2024, worth a combined $7.1B — up 0.69% from $7.05B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of TLH and 55 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 190 added.
The largest buyer was Annex Advisory Services, adding an estimated $116M. The largest seller was Morgan Stanley, cutting an estimated $154M.
- 408 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2024, down from 420 in Q4 2023.
- Funds reported $7.1B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2024, up 0.69% quarter-over-quarter.
- 55 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2024 and 56 closed out, a net change of -1 holder.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2024 was Annex Advisory Services, an estimated $116M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2024.