We are live on ! Find out more
TLH icon

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
Betterment LLC
301
Betterment LLC
New York
$468K +$33.1K +309 +8%
TAM
302
Tucker Asset Management
Colorado
$467K +$441K +4,115 +2,572%
AR
303
Apeiron RIA
Texas
$465K +$9.11K +85 +2%
VWWMG
304
Vermillion & White Wealth Management Group
Pennsylvania
$459K +$7.07K +66 +2%
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$453K -$80.5K -751 -15%
BFG
306
Beacon Financial Group
Texas
$450K -$4.18K -39 -0.9%
BTI
307
Blue Trust Inc
Georgia
$450K +$245K +2,286 +109%
JWA
308
JFS Wealth Advisors
Pennsylvania
$446K +$5.57K +52 +1%
JSW
309
Journey Strategic Wealth
New Jersey
$444K +$435K +4,058 New
HH
310
Hilltop Holdings
Texas
$430K +$67.4K +629 +19%
KPWS
311
Kestra Private Wealth Services
Texas
$428K -$46.7K -436 -10%
WT
312
Whittier Trust
California
$425K
AI
313
Arrien Investments
Idaho
$421K +$35.9K +335 +10%
JWCA
314
J.W. Coons Advisors
Ohio
$417K
SC
315
Savant Capital
Illinois
$415K -$262K -2,447 -39%
HPM
316
Hoxton Planning & Management
West Virginia
$398K +$124K +1,159 +47%
RCI
317
RS Crum Inc
California
$396K
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$393K -$180K -1,678 -32%
SFA
319
Source Financial Advisors
New York
$393K -$181K -1,689 -32%
TIAM2
320
Tru Independence Asset Management 2
Oregon
$385K +$378K +3,522 New
MIA
321
MMBG Investment Advisors
Florida
$381K
SWM
322
SigFig Wealth Management
California
$370K +$2.68K +25 +0.7%
CW
323
Channel Wealth
California
$342K +$121K +1,133 +57%
NL
324
NWAM LLC
Washington
$339K +$333K +3,104 New
DAS
325
Diversify Advisory Services
Utah
$335K +$23.3K +217 +7%

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.