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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
PO
276
Private Ocean
California
$1K
LPWM
277
Lake Point Wealth Management
Texas
$1K +$613 +5 New
5L
278
55I LLC
Massachusetts
-$29M -215,606 Closed
CWM
279
CMH Wealth Management
New Hampshire
-$6.92M -51,393 Closed
AG
280
Ascent Group
Virginia
-$3.97M -29,466 Closed
FTUS
281
Flow Traders U.S.
New York
-$2.27M -16,864 Closed
AAG
282
Avalon Advisory Group
Pennsylvania
-$1.71M -12,684 Closed
SMG
283
Spectrum Management Group
Indiana
-$1.69M -12,534 Closed
AR
284
Apeiron RIA
Texas
-$1.07M -8,272 Closed
GF
285
Gries Financial
Ohio
-$1.09M -8,126 Closed
WF
286
Williams Financial
Vermont
-$685K -5,091 Closed
SWP
287
Stratos Wealth Partners
Ohio
-$613K -4,552 Closed
BCM
288
Beaumont Capital Management
Massachusetts
-$474K -3,521 Closed
Millennium Management
289
Millennium Management
New York
-$462K -3,432 Closed
W
290
WealthOne
New York
-$430K -3,193 Closed
AP
291
Advisors Preferred
Maryland
-$411K -3,057 Closed
ASGS
292
Alpha Square Group S
New York
-$406K -3,016 Closed
CSPAM
293
Cary Street Partners Asset Management
Virginia
-$385K -2,861 Closed
IP
294
Intellectus Partners
California
-$331K -2,456 Closed
FTS
295
Fifth Third Securities
Ohio
-$330K -2,448 Closed
GFPC
296
Global Financial Private Client
Florida
-$280K -2,084 Closed
BFA
297
Beaumont Financial Advisors
Massachusetts
-$275K -2,046 Closed
OMC
298
Old Mission Capital
Illinois
-$269K -1,998 Closed
CC
299
Cadinha & Co
Hawaii
-$258K -1,918 Closed
CCG
300
Capital CS Group
California
-$205K -1,521 Closed

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.