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iShares 10-20 Year Treasury Bond ETF
TLH

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: 19 → 24 (+5)

9% more funds holding

Funds holding: 438 → 478 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$93.3M
2
SEIA
Signature Estate & Investment Advisors
California
+$83.1M
3
AssetMark Inc
AssetMark Inc
California
+$70.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.4M
5
FFM
Forum Financial Management
Illinois
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$194M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$156M
3
RBA
Richard Bernstein Advisors
New York
-$129M
4
Bank of America
Bank of America
North Carolina
-$125M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$97.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
351
Davenport & Co
Virginia
$269K -$3.43K -32 -1%
T
352
TNF
Montana
$266K +$3.11K +29 +1%
LG
353
Leuthold Group
Minnesota
$263K +$258K +2,408 New
HGERS
354
Householder Group Estate & Retirement Specialist
Arizona
$262K +$29.6K +276 +13%
FAM
355
Family Asset Management
South Carolina
$260K -$290K -2,706 -53%
CC
356
Chicago Capital
Illinois
$258K +$253K +2,357 New
MWM
357
Meridian Wealth Management
Kentucky
$256K +$251K +2,342 New
I
358
INVST
Indiana
$255K +$250K +2,330 New
CFS
359
Commonwealth Financial Services
West Virginia
$244K -$6.71M -62,634 -97%
FA
360
Flagstar Advisors
New York
$242K +$4.93K +46 +2%
Simplex Trading
361
Simplex Trading
Illinois
$237K +$233K +2,171 New
AWM
362
Apollon Wealth Management
South Carolina
$233K -$1.82K -17 -0.8%
TPA
363
Trivium Point Advisory
Connecticut
$232K +$245K +2,290 New
CYG
364
Clean Yield Group
Vermont
$230K -$247K -2,300 -52%
TWM
365
Trinity Wealth Management
Pennsylvania
$229K +$224K +2,091 New
PCA
366
Prosperity Capital Advisors
Ohio
$227K +$223K +2,080 New
GWP
367
Gen-Wealth Partners
Michigan
$226K -$12.2K -114 -5%
BFA
368
Beacon Financial Advisory
Ohio
$226K +$222K +2,067 New
PPC
369
Park Place Capital
Alabama
$220K -$28.7K -268 -12%
SFG
370
Sovereign Financial Group
Connecticut
$218K +$322 +3 +0.2%
AWM
371
AE Wealth Management
Kansas
$216K +$212K +1,978 New
CWM
372
Cornerstone Wealth Management
Missouri
$214K -$1.5K -14 -0.7%
WS
373
Wedbush Securities
California
$214K -$170K -1,584 -45%
CAG
374
Csenge Advisory Group
Florida
$213K +$217K +2,025 New
SFM
375
Signet Financial Management
New Jersey
$210K +$206K +1,922 New
13 14
15
16 17

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.