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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
Creative Planning
401
Creative Planning
Kansas
$59.4K +$61.8K +597 New
AG
402
AmeriFlex Group
Nevada
$53.8K +$55.5K +536 New
AF
403
Advisornet Financial
Minnesota
$51.4K +$43.6K +421 +443%
HNB
404
Huntington National Bank
Ohio
$46.7K
CTB
405
Country Trust Bank
Illinois
$44.9K
FCAS
406
First Command Advisory Services
Texas
$44.8K
CAS
407
Coppell Advisory Solutions
Texas
$42.5K +$14.9K +144 +51%
WWP
408
WR Wealth Planners
Missouri
$41.5K -$272K -2,628 -86%
EWA
409
EverSource Wealth Advisors
Alabama
$40.3K -$6.83K -66 -14%
CA
410
Clearstead Advisors
Ohio
$38.3K +$12.9K +125 +48%
GC
411
Gould Capital
Washington
$34.8K
UB
412
UMB Bank
Missouri
$33.3K
DJSG
413
D.J. St. Germain
Massachusetts
$32.9K -$3.62K -35 -10%
NRC
414
New Republic Capital
North Carolina
$32.8K -$5.38K -52 -14%
WTC
415
WhitTier Trust Company
Nevada
$32.1K +$4.45K +43 +15%
SWM
416
Sugarloaf Wealth Management
Georgia
$30.7K
AEPWM
417
Atlantic Edge Private Wealth Management
Florida
$28.9K
MCA
418
Midwest Capital Advisors
Michigan
$26.5K +$27.5K +266 New
FGC
419
Financial Gravity Companies
Texas
$25.4K +$26.4K +255 New
SIS
420
Sound Income Strategies
Florida
$22.5K -$2.44M -23,591 -99%
NWMP
421
Noble Wealth Management PBC
Colorado
$20.2K +$21K +203 New
LI
422
LRI Investments
Florida
$19.9K
MRP
423
Measured Risk Portfolios
California
$19.9K +$20.7K +200 New
CIA
424
Cape Investment Advisory
Georgia
$19.5K
CFO
425
Colony Family Offices
North Carolina
$19.4K +$20.2K +195 New

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.