iShares 10-20 Year Treasury Bond ETF
TLH
438 hedge funds and large institutions have $6.65B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 167 increasing their positions, 152 reducing their positions, and 47 closing their positions.
74% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 47
52% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $1.86M
7% more funds holding
Funds holding: 408 → 438 (+30)
10% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 152
2.19% less ownership
Funds ownership: 89.06% → 86.86% (-2.2%)
6% less capital invested
Capital invested by funds: $7.1B → $6.65B (-$454M)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$29.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$24.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$18.4M |
| 4 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$13.7M |
| 5 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$175M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$55.9M |
| 3 |
BlackRock
New York
|
-$46.7M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$33.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28M |
TLH Hedge Fund Activity: Q2 2024 in Review
438 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2024, worth a combined $6.65B — down 6.4% from $7.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new TLH positions and 47 closed out — a net gain of 35 holders — while 167 added to existing stakes and 152 trimmed.
The largest buyer was Simplicity Wealth, adding an estimated $29.9M. The largest seller was Annex Advisory Services, cutting an estimated $175M.
- 438 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2024, up from 408 in Q1 2024.
- Funds reported $6.65B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2024, down 6.4% quarter-over-quarter.
- 82 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2024 and 47 closed out, a net change of +35 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2024 was Simplicity Wealth, an estimated $29.9M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2024 was Annex Advisory Services, an estimated $175M sold.
Based on aggregated 13F filings for Q2 2024.