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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
IFG
276
Independent Financial Group
California
$506K +$70.2K +678 +15%
GG
277
GenWealth Group
New Jersey
$503K -$462K -4,463 -47%
KPWS
278
Kestra Private Wealth Services
Texas
$501K +$116K +1,120 +29%
VWM
279
Venturi Wealth Management
Texas
$489K -$26.8K -259 -5%
MFG
280
Merit Financial Group
Georgia
$487K +$506K +4,890 New
VCP
281
Verus Capital Partners
Arizona
$485K +$50.9K +492 +11%
HIA
282
Harbor Investment Advisory
Maryland
$484K -$5.17K -50 -1%
HT
283
Headlands Technologies
Illinois
$478K +$497K +4,804 New
HI
284
Harbour Investments
Wisconsin
$468K -$17.2K -166 -3%
BFG
285
Beacon Financial Group
Texas
$466K +$58.5K +565 +14%
ATPW
286
Ashton Thomas Private Wealth
Arizona
$453K +$471K +4,548 New
XT
287
XTX Topco
Cayman Islands
$439K +$456K +4,407 New
AR
288
Apeiron RIA
Texas
$435K +$12.3K +119 +3%
WAM
289
WNY Asset Management
New York
$434K -$22.2K -215 -5%
BWM
290
BCGM Wealth Management
Indiana
$431K -$73.3K -708 -14%
IA
291
IFG Advisory
Georgia
$424K +$441K +4,264 New
AI
292
Arrien Investments
Idaho
$421K +$34K +329 +9%
VWWMG
293
Vermillion & White Wealth Management Group
Pennsylvania
$420K +$1.55K +15 +0.4%
CA
294
Claro Advisors
Massachusetts
$417K -$44.9K -434 -9%
GF
295
GGM Financials
Ohio
$405K -$8.96M -86,574 -96%
Betterment LLC
296
Betterment LLC
New York
$405K -$21.4K -207 -5%
HH
297
Hilltop Holdings
Texas
$403K +$11.8K +114 +3%
DAS
298
Diversify Advisory Services
Utah
$393K +$82.8K +800 +25%
T
299
Transce3nd
Texas
$393K +$408K +3,942 New
GWM
300
Greenwich Wealth Management
Connecticut
$392K +$407K +3,937 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.