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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AlTi Global
New York
$951K
AG
227
Ascent Group
Virginia
$946K +$6.52K +63 +0.7%
KWM
228
Keebeck Wealth Management
Illinois
$945K -$207K -1,999 -17%
GRP
229
Global Retirement Partners
California
$935K +$44K +425 +5%
SCP
230
Silverleafe Capital Partners
Tennessee
$921K -$761K -7,353 -44%
PWM
231
Perigon Wealth Management
California
$916K -$430K -4,158 -31%
WIA
232
World Investment Advisors
California
$909K +$30.4K +294 +3%
WF
233
Wayfinding Financial
Washington
$883K +$919K +8,879 New
WA
234
WBH Advisory
Maryland
$880K -$59.7K -577 -6%
SVWG
235
Shared Vision Wealth Group
United States
$871K -$14.9K -144 -2%
FHA
236
First Horizon Advisors
Tennessee
$867K +$65.8K +636 +8%
ACGA
237
Atlanta Consulting Group Advisors
Georgia
$862K +$2.48K +24 +0.3%
IA
238
IFP Advisors
Florida
$858K +$8.07K +78 +0.9%
OAP
239
One Advisory Partners
Kansas
$858K -$384K -3,707 -30%
BBA
240
Braun-Bostich & Associates
Pennsylvania
$839K +$84.8K +820 +11%
CWS
241
Cypress Wealth Services
California
$839K -$18K -174 -2%
PP
242
Prudential plc
United Kingdom
$826K -$122K -1,180 -12%
AC
243
ASB Consultores
Florida
$816K
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$808K -$333K -3,214 -28%
RSWM
245
Robertson Stephens Wealth Management
California
$778K +$1.86K +18 +0.2%
GI
246
GLOBALT Investments
Georgia
$767K -$5.69K -55 -0.7%
KFAA
247
Klaas Financial Asset Advisors
Illinois
$752K -$17.7K -171 -2%
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$752K -$129K -1,251 -14%
TVM
249
True Vision MN
Minnesota
$730K +$54.2K +524 +8%
TPCW
250
TD Private Client Wealth
New York
$721K -$76K -735 -9%

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.