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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
Northern Trust
351
Northern Trust
Illinois
$243K +$252K +2,438 New
AWM
352
Avior Wealth Management
Nebraska
$242K -$1.24M -11,984 -83%
FA
353
Fermata Advisors
California
$241K -$15.1K -146 -6%
UCFA
354
United Capital Financial Advisors
Texas
$239K +$249K +2,403 New
GWP
355
Gen-Wealth Partners
Michigan
$235K +$18K +174 +8%
UW
356
Unique Wealth
Florida
$231K +$240K +2,316 New
BFO
357
Boston Family Office
Massachusetts
$229K +$40.8K +394 +21%
ACA
358
Aptus Capital Advisors
Alabama
$229K +$233K +2,254 +4,900%
LG
359
Leuthold Group
Minnesota
$228K -$12K -116 -5%
LIA
360
LifePlan Investment Advisors
North Carolina
$226K +$235K +2,270 New
FA
361
Flagstar Advisors
New York
$225K +$4.45K +43 +2%
TWM
362
Trinity Wealth Management
Pennsylvania
$224K +$17K +164 +8%
RFP
363
RCS Financial Planning
Maryland
$223K +$232K +2,241 New
PIA
364
Panoramic Investment Advisors
Colorado
$221K +$230K +2,221 New
Charles Schwab
365
Charles Schwab
California
$220K -$34.9K -337 -13%
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$216K +$224K +2,166 New
TPA
367
Trivium Point Advisory
Connecticut
$212K -$16.8K -162 -7%
WS
368
Wedbush Securities
California
$211K +$17.6K +170 +9%
AWM
369
Apollon Wealth Management
South Carolina
$210K -$2.9K -28 -1%
BTI
370
Blue Trust Inc
Georgia
$209K -$236K -2,278 -52%
CWM
371
Certus Wealth Management
California
$205K +$210K +2,028 New
RF
372
Rossby Financial
Florida
$205K +$213K +2,056 New
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$204K -$160K -1,546 -43%
AWM
374
Alterna Wealth Management
Texas
$203K +$211K +2,037 New
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$198K +$155K +1,499 +303%

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.