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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
FNWA
426
Financial Network Wealth Advisors
Utah
$14.2K -$52.8K -493 -79%
OLVIG
427
Oliver Lagore Vanvalin Investment Group
Michigan
$14.2K
BF
428
BOK Financial
Oklahoma
$13.6K
CFD
429
Creative Financial Designs
Indiana
$13.6K +$322 +3 +2%
PWA
430
Provenance Wealth Advisors
Florida
$13K +$12.8K +119 New
TCM
431
Tradewinds Capital Management
Washington
$11.5K +$11.3K +105 New
CTC
432
Central Trust Company
Missouri
$11.3K
AF
433
Advisornet Financial
Minnesota
$10.3K
PSB
434
Piscataqua Savings Bank
New Hampshire
$10.3K +$10.1K +94 New
AAG
435
Armstrong Advisory Group
Massachusetts
$10.2K +$9.97K +93 New
GJWM
436
Gilliland Jeter Wealth Management
Arkansas
$10.1K -$1.29K -12 -12%
Toronto Dominion Bank
437
Toronto Dominion Bank
Ontario, Canada
$9.62K -$31K -289 -77%
NP
438
NorthRock Partners
Minnesota
$8.86K -$53K -494 -86%
RA
439
Rise Advisors
New York
$8.78K +$8.57K +80 New
Qube Research & Technologies (QRT)
440
Qube Research & Technologies (QRT)
United Kingdom
$8.53K -$5.89K -55 -41%
SSB
441
Sandy Spring Bank
Maryland
$8.53K
RFG
442
REAP Financial Group
Texas
$8.31K -$2.04K -19 -20%
Franklin Resources
443
Franklin Resources
California
$8.1K
BWP
444
Baldwin Wealth Partners
Massachusetts
$8.09K +$7.93K +74 New
C
445
Covestor
United Kingdom
$8K +$1.18K +11 +19%
T
446
Tidemark
California
$7.87K
SWS
447
SYSTM Wealth Solutions
Illinois
$7.45K -$8.57K -80 -54%
PCMC
448
Planning Capital Management Corporation
Pennsylvania
$7.33K +$7.18K +67 New
WSFS
449
Wilmington Savings Fund Society
Delaware
$7.22K +$7.07K +66 New
RCM
450
Raleigh Capital Management
North Carolina
$7.21K +$107 +1 +2%

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.