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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
AWM
376
AE Wealth Management
Kansas
$189K -$7.76K -75 -4%
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185K -$7.06M -68,196 -97%
William Blair & Company
378
William Blair & Company
Illinois
$184K +$44.6K +431 +30%
CA
379
CoreCap Advisors
Michigan
$181K +$43.9K +424 +30%
PK
380
Pflug Koory
Nebraska
$181K
OP
381
ORG Partners
Indiana
$171K +$63.2K +611 +55%
DZ Bank
382
DZ Bank
Germany
$157K -$3.62K -35 -2%
CF
383
Corebridge Financial
Texas
$139K
TH
384
TCTC Holdings
Texas
$139K
HGERS
385
Householder Group Estate & Retirement Specialist
Arizona
$138K -$105K -1,011 -42%
RFS
386
Richardson Financial Services
Massachusetts
$121K +$10.6K +102 +9%
GWANC
387
Guardian Wealth Advisors (North Carolina)
North Carolina
$117K +$117K +1,135 +2,522%
CYG
388
Clean Yield Group
Vermont
$113K -$99.3K -960 -46%
RCM
389
Ravenstone Capital Management
$99.5K +$103K +1,000 New
Fidelity Investments
390
Fidelity Investments
Massachusetts
$89.6K -$171K -1,651 -65%
PPC
391
Park Place Capital
Alabama
$88.6K -$116K -1,121 -56%
BA
392
Bristlecone Advisors
Washington
$80.8K +$1.14K +11 +1%
NB
393
NBT Bank
New York
$79.5K -$9.83K -95 -11%
BFO
394
Biltmore Family Office
North Carolina
$78.1K
CICI
395
Capital Investment Counsel Inc
North Carolina
$76.4K +$79.5K +768 New
API
396
Asset Planning Inc
California
$75K +$78K +754 New
SOS
397
Silver Oak Securities
Tennessee
$69K +$621 +6 +0.9%
GTAM
398
Global Trust Asset Management
Florida
$64.7K -$228K -2,200 -77%
FWM
399
FLP Wealth Management
Arkansas
$61.8K +$64.3K +621 New
IBOK
400
Independence Bank of Kentucky
Kentucky
$59.5K +$41.2K +398 +199%

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.