We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

478 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

76% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.81M

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

9% more funds holding

Funds holding: 438478 (+40)

2% more capital invested

Capital invested by funds: $6.65B → $6.76B (+$115M)

3.5% less ownership

Funds ownership: 86.86%83.37% (-3.5%)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.86%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.34%
New
83
Increased
205
Reduced
150
Closed
39
Calls
$3.19M
Puts
$1.81M
Net Calls
+$1.38M
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
226
Vicus Capital
Pennsylvania
$1.13M +$430K +4,010 +63%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$1.13M -$7.93K -74 -0.7%
TWM
228
TSA Wealth Management
Texas
$1.12M +$133K +1,237 +14%
GVAG
229
Great Valley Advisor Group
Delaware
$1.1M -$1.82M -16,936 -63%
CCA
230
Checchi Capital Advisers
California
$1.1M +$560K +5,224 +108%
APA
231
Astoria Portfolio Advisors
New York
$1.1M +$55.8K +521 +5%
PFM
232
Peak Financial Management
Massachusetts
$1.05M +$643 +6 +0.1%
KWA
233
Kingswood Wealth Advisors
California
$1.05M +$1.03M +9,599 New
GM
234
GeoWealth Management
Illinois
$1.04M -$210K -1,958 -17%
AG
235
AlTi Global
New York
$1.04M -$155K -1,446 -13%
GG
236
GenWealth Group
New Jersey
$1.04M -$2.57K -24 -0.3%
PP
237
Prudential plc
United Kingdom
$1.04M +$80.4K +750 +9%
AG
238
Ascent Group
Virginia
$1.03M +$59.8K +558 +6%
WA
239
WBH Advisory
Maryland
$1.03M +$336K +3,134 +50%
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
$1.03M +$486K +4,532 +93%
GRP
241
Global Retirement Partners
California
$980K +$71.7K +669 +8%
Cerity Partners
242
Cerity Partners
New York
$978K +$50.8K +474 +6%
SAI
243
Savvy Advisors Inc
New York
$974K +$676K +6,306 +242%
SVWG
244
Shared Vision Wealth Group
United States
$972K +$148K +1,384 +18%
HBW
245
Hazlett, Burt & Watson
West Virginia
$967K +$83.7K +781 +10%
WIA
246
World Investment Advisors
California
$966K +$947K +8,839 New
MFA
247
Mayflower Financial Advisors
Massachusetts
$962K +$6.97K +65 +0.7%
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$962K -$4.27M -39,799 -82%
RBFC
249
Roman Butler Fullerton & Co
Missouri
$949K +$345K +3,217 +56%
DL
250
DOHJ LLC
Washington
$947K +$387K +3,612 +71%

TLH Hedge Fund Activity: Q3 2024 in Review

478 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2024, worth a combined $6.76B — up 1.7% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new TLH positions and 39 closed out — a net gain of 44 holders — while 205 added to existing stakes and 150 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Truist Financial, cutting an estimated $194M.

  • 478 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $6.76B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 83 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2024 and 39 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $93.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2024 was Truist Financial, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2024.