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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
BFO
376
Boston Family Office
Massachusetts
$208K +$204K +1,904 New
LFASL
377
Lugano Financial Advisors SA (LFA)
Switzerland
$207K +$92.7K +865 +84%
RIG
378
Ramiah Investment Group
Wisconsin
$206K +$202K +1,886 New
AWA
379
Arkadios Wealth Advisors
Georgia
$206K +$202K +1,885 New
MFG
380
Magnus Financial Group
New York
$205K +$201K +1,876 New
Mirae Asset Global Investments
381
Mirae Asset Global Investments
South Korea
$205K +$82.2K +767 +70%
BWM
382
Bulltick Wealth Management
Florida
$204K -$93K -868 -32%
SPI
383
Sutton Place Investors
New York
$202K +$198K +1,851 New
PK
384
Pflug Koory
Nebraska
$199K +$195K +1,820 New
LFA
385
LGT Financial Advisors
Texas
$187K +$23.2K +216 +14%
DZ Bank
386
DZ Bank
Germany
$177K +$173K +1,617 New
William Blair & Company
387
William Blair & Company
Illinois
$155K -$46K -429 -23%
CF
388
Corebridge Financial
Texas
$153K
CA
389
CoreCap Advisors
Michigan
$153K +$150K +1,397 New
TH
390
TCTC Holdings
Texas
$153K
Baird Financial Group
391
Baird Financial Group
Wisconsin
$146K +$143K +1,331 New
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$126K +$108K +1,003 +682%
OP
393
ORG Partners
Indiana
$121K -$1.18K -11 -1%
HNB
394
Huntington National Bank
Ohio
$114K
RFS
395
Richardson Financial Services
Massachusetts
$114K
AF
396
Allworth Financial
California
$108K -$23K -215 -18%
NB
397
NBT Bank
New York
$97.7K -$2.68K -25 -3%
BA
398
Bristlecone Advisors
Washington
$87.5K +$85.8K +800 New
BFO
399
Biltmore Family Office
North Carolina
$85.8K +$84.1K +785 New
SOS
400
Silver Oak Securities
Tennessee
$75.1K +$73.4K +685 New

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.