TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
301
American International Group
New York
$160K – – –
FCA
302
FinTrust Capital Advisors
South Carolina
$160K – – –
NIC
303
Northwest Investment Counselors
Oregon
$155K +$74.5K +650 +92%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$149K +$149K +1,297 +64,850%
William Blair & Company
305
William Blair & Company
Illinois
$136K +$17.3K +151 +15%
RCM
306
Raleigh Capital Management
North Carolina
$134K -$26.8K -234 -17%
AWM
307
Aspire Wealth Management
Massachusetts
$131K +$14K +122 +12%
CF
308
Centaurus Financial
California
$122K +$122K +1,065 New
NRC
309
New Republic Capital
North Carolina
$115K -$5.15K -45 -4%
TF
310
TimeScale Financial
Massachusetts
$113K +$113K +990 New
Fidelity Investments
311
Fidelity Investments
Massachusetts
$105K +$103K +902 +5,011%
GFWA
312
Grey Fox Wealth Advisors
Delaware
$97.8K +$97.8K +854 New
RFA
313
Resurgent Financial Advisors
Georgia
$89.1K +$4.47K +39 +5%
BWM
314
Baystate Wealth Management
Massachusetts
$87.7K -$29.4K -256 -25%
HWA
315
HHM Wealth Advisors
Tennessee
$82.6K +$82.6K +721 New
WWM
316
Wolff Wiese Magana
California
$81.4K +$22.8K +199 +39%
HCA
317
Heck Capital Advisors
Wisconsin
$74.8K +$73.7K +644 +7,156%
HIA
318
Harbor Investment Advisory
Maryland
$73.6K +$14.7K +128 +25%
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$70K +$70K +614 New
GWS
320
Glassman Wealth Services
Virginia
$60.8K +$60.8K +531 New
CIA
321
Cape Investment Advisory
Georgia
$57.7K +$57.7K +504 New
GFPC
322
Global Financial Private Client
Florida
$50.9K -$30.7K -268 -38%
GC
323
Gould Capital
Washington
$47.9K +$3.21K +28 +7%
FCA
324
Fortis Capital Advisors
Kansas
$40.1K +$17.1K +149 +74%
DZ Bank
325
DZ Bank
Germany
$36.5K +$36.5K +318 New
11 12
13
14 15