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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
BCMLT
401
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.1K +$14.4K +134 +25%
NIC
402
Northwest Investment Counselors
Oregon
$61.8K +$60.6K +565 New
PNC Financial Services Group
403
PNC Financial Services Group
Pennsylvania
$54K +$41.2K +384 +349%
EWA
404
EverSource Wealth Advisors
Alabama
$51.4K -$4.07K -38 -7%
CTB
405
Country Trust Bank
Illinois
$49.3K
FCAS
406
First Command Advisory Services
Texas
$49.2K
NRC
407
New Republic Capital
North Carolina
$41.8K -$4.61K -43 -10%
DJSG
408
D.J. St. Germain
Massachusetts
$40K +$643 +6 +2%
GC
409
Gould Capital
Washington
$38.3K
UB
410
UMB Bank
Missouri
$36.6K +$27.2K +254 +314%
SWM
411
Sugarloaf Wealth Management
Georgia
$33.7K -$17.7K -165 -35%
AEPWM
412
Atlantic Edge Private Wealth Management
Florida
$31.7K +$31.1K +290 New
CAS
413
Coppell Advisory Solutions
Texas
$30.9K -$25.8K -241 -46%
WTC
414
WhitTier Trust Company
Nevada
$30.5K
CA
415
Clearstead Advisors
Ohio
$28.4K +$17.7K +165 +174%
JIP
416
Jaffetilchin Investment Partners
Florida
$27.7K +$27.1K +253 New
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$23.8K +$17.8K +166 +319%
IBOK
418
Independence Bank of Kentucky
Kentucky
$21.9K
CIA
419
Cape Investment Advisory
Georgia
$21.4K -$3.86K -36 -16%
LI
420
LRI Investments
Florida
$20.4K
BCA
421
Bray Capital Advisors
Florida
$19.1K
OC
422
Oarsman Capital
Wisconsin
$18.3K +$17.9K +167 New
EW
423
Element Wealth
Mississippi
$17.9K -$1.5K -14 -8%
TCOV
424
Trust Company of Vermont
Vermont
$17.7K
CA
425
Continuum Advisory
Idaho
$14.5K +$15.2K +142 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.