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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
WWP
326
WR Wealth Planners
Missouri
$333K +$21.9K +204 +7%
OFG
327
Omega Financial Group
California
$319K +$313K +2,921 New
CA
328
Crewe Advisors
Utah
$318K +$312K +2,908 New
AWE
329
Avidian Wealth Enterprises
Texas
$317K +$2.68K +25 +0.9%
AFG
330
ABLE Financial Group
Arizona
$316K +$310K +2,890 New
SWC
331
Spectrum Wealth Counsel
Indiana
$316K +$1.72K +16 +0.6%
GTAM
332
Global Trust Asset Management
Florida
$312K +$305K +2,850 New
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$31.3K -292 -9%
BWM
334
Brophy Wealth Management
New Hampshire
$310K +$303K +2,831 New
APC
335
Aspire Private Capital
North Carolina
$305K +$35.5K +331 +13%
SMI
336
Shelter Mutual Insurance
Missouri
$301K -$316K -2,950 -50%
CWM
337
Congress Wealth Management
Massachusetts
$295K -$21.3K -199 -7%
SWM
338
Silverlake Wealth Management
Vermont
$291K +$285K +2,658 New
PTC
339
Private Trust Company
Ohio
$291K -$249K -2,321 -47%
RIM
340
Redwood Investment Management
Arizona
$288K -$8.04K -75 -3%
CP
341
Cumberland Partners
Ontario, Canada
$286K +$281K +2,620 New
WFS
342
WealthGarden F.S.
California
$285K +$279K +2,607 New
MA
343
MCF Advisors
Kentucky
$281K
FA
344
Fermata Advisors
California
$280K +$24.8K +231 +10%
Charles Schwab
345
Charles Schwab
California
$279K -$77.1K -719 -22%
Fidelity Investments
346
Fidelity Investments
Massachusetts
$279K +$154K +1,437 +129%
BEI
347
Benjamin Edwards Inc
Missouri
$277K +$272K +2,537 New
GF
348
Gries Financial
Ohio
$277K -$85.4K -797 -24%
Citigroup
349
Citigroup
New York
$276K -$1.49M -13,872 -85%
WAL
350
W Advisors LLC
Tennessee
$270K +$3.54K +33 +1%

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.