TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
276
Invenio Wealth Partners
Florida
$377K +$377K +3,482 New
CAG
277
Csenge Advisory Group
Florida
$375K -$61.6K -569 -14%
AWM
278
Aprio Wealth Management
Georgia
$371K – – –
FA
279
Fiduciary Alliance
South Carolina
$369K -$83.8K -774 -19%
WS
280
Wedbush Securities
California
$349K -$251K -2,322 -42%
RIA
281
Regal Investment Advisors
Michigan
$347K +$347K +3,209 New
BWM
282
Bulltick Wealth Management
Florida
$338K -$66.9K -618 -17%
PPC
283
Park Place Capital
Alabama
$335K +$335K +3,099 New
T
284
TNF
Montana
$333K -$101K -959 -23%
SWM
285
SigFig Wealth Management
California
$332K +$332K +3,068 New
RSWM
286
Robertson Stephens Wealth Management
California
$332K -$111K -1,022 -25%
WA
287
Wealth Alliance
New York
$320K +$320K +2,952 New
FWP
288
Firethorn Wealth Partners
Georgia
$316K +$316K +2,918 New
AR
289
Apeiron RIA
Texas
$311K +$311K +2,873 New
SWC
290
Spectrum Wealth Counsel
Indiana
$311K +$311K +2,872 New
CWA
291
Consilium Wealth Advisory
Texas
$310K +$310K +2,868 New
GS
292
GTS Securities
New York
$309K -$13.1M -121,206 -98%
SCA
293
Snowden Capital Advisors
New York
$302K -$256K -2,366 -46%
WWP
294
WR Wealth Planners
Missouri
$293K +$283K +2,610 +2,610%
HBW
295
Hazlett, Burt & Watson
West Virginia
$293K +$293K +2,721 New
TWP
296
Tempus Wealth Planning
California
$293K +$293K +2,704 New
TWM
297
TSA Wealth Management
Texas
$292K +$292K +2,693 New
ACM
298
Avalon Capital Management
California
$289K -$13.9M -127,967 -98%
WPA
299
West Paces Advisors
Georgia
$287K +$287K +2,655 New
SS
300
Sunbelt Securities
Texas
$283K -$16.2K -150 -5%
10 11
12
13 14