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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
NPP
251
New Potomac Partners
Maryland
$946K -$9.65K -90 -1%
ACGA
252
Atlanta Consulting Group Advisors
Georgia
$944K +$67.2K +627 +8%
CWS
253
Cypress Wealth Services
California
$940K +$9.32K +87 +1%
IA
254
IFP Advisors
Florida
$934K +$78.1K +729 +9%
PFS
255
Prospera Financial Services
Texas
$931K +$158K +1,473 +21%
CWP
256
Cyndeo Wealth Partners
Florida
$907K -$118K -1,102 -12%
NWM
257
Napa Wealth Management
California
$897K +$170K +1,585 +24%
AC
258
ASB Consultores
Florida
$896K -$57.6K -537 -6%
FHA
259
First Horizon Advisors
Tennessee
$883K +$81.2K +758 +10%
Corient Private Wealth
260
Corient Private Wealth
Florida
$873K -$472K -4,400 -36%
TPCW
261
TD Private Client Wealth
New York
$873K -$32.5M -303,198 -97%
RSWM
262
Robertson Stephens Wealth Management
California
$853K -$22.4K -209 -3%
GI
263
GLOBALT Investments
Georgia
$848K -$22.2K -207 -3%
KFAA
264
Klaas Financial Asset Advisors
Illinois
$845K +$15.3K +143 +2%
BBA
265
Braun-Bostich & Associates
Pennsylvania
$832K +$3.75K +35 +0.5%
WA
266
Wealth Alliance
New York
$823K +$52.1K +486 +7%
KeyBank National Association
267
KeyBank National Association
Ohio
$822K +$79.4K +741 +11%
TW
268
TrinityPoint Wealth
Connecticut
$814K -$422K -3,937 -35%
NS
269
NBC Securities
Alabama
$800K +$174K +1,620 +28%
MLA
270
My Legacy Advisors
Oregon
$795K -$165K -1,538 -17%
GS
271
GTS Securities
New York
$777K +$547K +5,099 +254%
DLCIG
272
D.L. Carlson Investment Group
New Hampshire
$752K
TVM
273
True Vision MN
Minnesota
$745K +$14.6K +136 +2%
MOS
274
MGO One Seven
Ohio
$713K -$3.22K -30 -0.5%
SXL
275
Summit X LLC
Missouri
$683K -$61.3K -572 -8%

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.