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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
C1AG
301
Client 1st Advisory Group
Florida
$390K -$94.2K -910 -19%
JSW
302
Journey Strategic Wealth
New Jersey
$388K -$17K -164 -4%
ODIJL
303
One Day In July LLC
Vermont
$387K -$75K -725 -16%
WT
304
Whittier Trust
California
$387K
HPM
305
Hoxton Planning & Management
West Virginia
$383K +$21.9K +212 +6%
JWCA
306
J.W. Coons Advisors
Ohio
$379K
EFS
307
Essex Financial Services
Connecticut
$378K -$93.5K -904 -19%
MSWMA
308
Market Street Wealth Management Advisors
Indiana
$371K -$137K -1,321 -26%
FWP
309
FAS Wealth Partners
Kansas
$365K -$72.3M -698,500 -99%
EE
310
EWG Elevate
California
$365K +$379K +3,663 New
TIAM2
311
Tru Independence Asset Management 2
Oregon
$351K
SWM
312
SigFig Wealth Management
California
$348K +$12.4K +120 +4%
MIA
313
MMBG Investment Advisors
Florida
$347K
Mirae Asset Global Investments
314
Mirae Asset Global Investments
South Korea
$343K +$162K +1,568 +84%
AFG
315
Atomi Financial Group
New York
$340K +$354K +3,420 New
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$335K -$2.03M -19,642 -85%
AT
317
American Trust
Kentucky
$328K +$341K +3,299 New
IWM
318
Iams Wealth Management
Nebraska
$325K +$338K +3,262 New
CW
319
Channel Wealth
California
$320K +$9K +87 +3%
CP
320
Cumberland Partners
Ontario, Canada
$316K +$56.9K +550 +21%
MP
321
Moment Partners
California
$313K +$325K +3,141 New
LA
322
Lane & Associates
New Jersey
$312K -$196K -1,892 -38%
PTC
323
Private Trust Company
Ohio
$307K +$44.2K +427 +16%
CWM
324
Congress Wealth Management
Massachusetts
$303K +$35.6K +344 +13%
OFG
325
Omega Financial Group
California
$299K +$9K +87 +3%

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.