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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
SC
251
Savant Capital
Illinois
$712K +$347K +3,357 +88%
LFG
252
Lockerman Financial Group
California
$706K +$96.6K +934 +15%
APWM
253
Anchor Pointe Wealth Management
Missouri
$699K +$724K +7,001 New
DLCIG
254
D.L. Carlson Investment Group
New Hampshire
$684K
VC
255
Vicus Capital
Pennsylvania
$684K -$358K -3,457 -33%
CCA
256
Checchi Capital Advisers
California
$680K -$333K -3,214 -32%
WA
257
Wealth Alliance
New York
$677K -$75.1K -726 -10%
TW
258
TrinityPoint Wealth
Connecticut
$676K -$68K -657 -9%
GWP
259
Gateway Wealth Partners
Wisconsin
$670K +$86.8K +839 +14%
SA
260
Sovran Advisors
California
$666K +$708K +6,846 New
MLA
261
My Legacy Advisors
Oregon
$655K -$66.1K -639 -9%
SXL
262
Summit X LLC
Missouri
$637K -$26.5K -256 -4%
KeyBank National Association
263
KeyBank National Association
Ohio
$629K -$125K -1,205 -16%
RF
264
RHS Financial
California
$606K +$70.9K +685 +13%
BRWA
265
B. Riley Wealth Advisors
Florida
$587K -$3.68M -35,608 -86%
SL
266
SWMG LLC
Texas
$587K +$29.7K +287 +5%
NL
267
NWAM LLC
Washington
$577K +$279K +2,697 +87%
CFA
268
Camarda Financial Advisors
Florida
$571K +$15.7K +152 +3%
SWTS
269
Stonehaven Wealth & Tax Solutions
Wisconsin
$567K +$589K +5,695 New
Baird Financial Group
270
Baird Financial Group
Wisconsin
$549K +$433K +4,181 +314%
TF
271
Theory Financial
Colorado
$545K +$13.8K +133 +2%
JWA
272
JFS Wealth Advisors
Pennsylvania
$538K +$137K +1,328 +33%
MWM
273
Mosley Wealth Management
California
$530K +$72.3K +699 +15%
FWP
274
Firethorn Wealth Partners
Georgia
$523K +$24.5K +237 +5%
AAP
275
Arax Advisory Partners
Colorado
$511K +$531K +5,129 New

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.