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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
LFG
276
Lockerman Financial Group
California
$674K +$163K +1,525 +33%
AIA
277
Alera Investment Advisors
Illinois
$667K -$536 -5 -0.1%
GWP
278
Gateway Wealth Partners
Wisconsin
$645K -$502K -4,680 -44%
CFA
279
Camarda Financial Advisors
Florida
$610K +$25.7K +240 +4%
RP
280
Riverwater Partners
Wisconsin
$607K
RF
281
RHS Financial
California
$591K +$579K +5,403 New
SL
282
SWMG LLC
Texas
$569K +$80K +746 +15%
Jane Street
283
Jane Street
New York
$568K -$6.86M -64,003 -92%
VWM
284
Venturi Wealth Management
Texas
$565K -$256K -2,389 -32%
TF
285
Theory Financial
Colorado
$553K +$48.4K +452 +9%
MSWMA
286
Market Street Wealth Management Advisors
Indiana
$552K
BWM
287
BCGM Wealth Management
Indiana
$551K +$222K +2,067 +69%
FWP
288
Firethorn Wealth Partners
Georgia
$549K +$18.5K +173 +4%
LA
289
Lane & Associates
New Jersey
$547K -$185K -1,726 -26%
HIA
290
Harbor Investment Advisory
Maryland
$537K +$1.93K +18 +0.4%
HI
291
Harbour Investments
Wisconsin
$532K +$158K +1,475 +43%
C1AG
292
Client 1st Advisory Group
Florida
$528K -$113K -1,053 -18%
CA
293
Claro Advisors
Massachusetts
$505K +$139K +1,300 +39%
ODIJL
294
One Day In July LLC
Vermont
$504K -$570K -5,322 -54%
RJT
295
Raymond James Trust
Florida
$502K -$53.2K -496 -10%
WAM
296
WNY Asset Management
New York
$501K +$107 +1 +0%
EFS
297
Essex Financial Services
Connecticut
$489K -$59.5K -555 -11%
IFG
298
Independent Financial Group
California
$482K +$82.9K +773 +21%
VCP
299
Verus Capital Partners
Arizona
$479K +$74.6K +696 +19%
MWM
300
Mosley Wealth Management
California
$477K +$54.6K +509 +12%

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.