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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
SWC
326
Spectrum Wealth Counsel
Indiana
$299K +$12.4K +120 +4%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$298K +$15.1K +146 +5%
SMI
328
Shelter Mutual Insurance
Missouri
$292K
BFA
329
Beacon Financial Advisory
Ohio
$288K +$85.7K +828 +40%
MFG
330
Magnus Financial Group
New York
$287K +$104K +1,004 +54%
RWS
331
Retirement Wealth Solutions
Wisconsin
$286K +$303K +2,933 New
AWE
332
Avidian Wealth Enterprises
Texas
$286K -$2.38K -23 -0.8%
RIM
333
Redwood Investment Management
Arizona
$282K +$25.1K +243 +9%
I
334
INVST
Indiana
$266K +$35.5K +343 +15%
CWP
335
Core Wealth Partners
California
$264K +$275K +2,657 New
APC
336
Aspire Private Capital
North Carolina
$259K -$19K -184 -7%
WFS
337
WealthGarden F.S.
California
$259K -$828 -8 -0.3%
MA
338
MCF Advisors
Kentucky
$256K
BEI
339
Benjamin Edwards Inc
Missouri
$254K +$1.34K +13 +0.5%
GF
340
Gries Financial
Ohio
$252K
SWM
341
Silverlake Wealth Management
Vermont
$252K -$13.3K -129 -5%
CAG
342
Csenge Advisory Group
Florida
$250K +$50.2K +485 +24%
NFG
343
Nations Financial Group
Iowa
$250K -$3.16M -30,537 -92%
MAG
344
Members Advisory Group
New York
$247K -$17.4M -168,053 -99%
Citigroup
345
Citigroup
New York
$247K -$4.04K -39 -2%
LFA
346
LGT Financial Advisors
Texas
$247K +$78.9K +763 +44%
LSPW
347
Lake Street Private Wealth
Illinois
$245K +$255K +2,464 New
FYW
348
Future You Wealth
New York
$245K +$255K +2,462 New
WAL
349
W Advisors LLC
Tennessee
$244K -$1.76K -17 -0.7%
DC
350
Davenport & Co
Virginia
$244K -$1.24K -12 -0.5%

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.