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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
AF
426
Allworth Financial
California
$19.3K -$81.7K -790 -80%
TAM
427
Tucker Asset Management
Colorado
$18.5K -$423K -4,089 -96%
BCA
428
Bray Capital Advisors
Florida
$17.4K
GSWM
429
Golden State Wealth Management
California
$16.8K +$17.5K +169 New
OC
430
Oarsman Capital
Wisconsin
$16.6K
SC
431
SouthState Corp
Florida
$16.6K +$17.3K +167 New
EW
432
Element Wealth
Mississippi
$16.4K
TCOV
433
Trust Company of Vermont
Vermont
$16.1K
C
434
Covestor
United Kingdom
$13K +$6K +58 +84%
PMFA
435
Plante Moran Financial Advisors
Michigan
$12.7K +$13.2K +128 New
OLVIG
436
Oliver Lagore Vanvalin Investment Group
Michigan
$12.4K -$517 -5 -4%
BF
437
BOK Financial
Oklahoma
$12.3K
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$11.4K +$11.5K +111 +2,775%
CFD
439
Creative Financial Designs
Indiana
$10.6K -$1.86K -18 -15%
CTC
440
Central Trust Company
Missouri
$10.3K
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$9.64K -$12.4K -120 -55%
PSB
442
Piscataqua Savings Bank
New Hampshire
$9.36K
RA
443
Rise Advisors
New York
$8.1K +$103 +1 +1%
SSB
444
Sandy Spring Bank
Maryland
$7.76K
Qube Research & Technologies (QRT)
445
Qube Research & Technologies (QRT)
United Kingdom
$7.76K
Franklin Resources
446
Franklin Resources
California
$7.67K
RFG
447
REAP Financial Group
Texas
$7.37K -$207 -2 -3%
WSFS
448
Wilmington Savings Fund Society
Delaware
$7.27K +$724 +7 +11%
T
449
Tidemark
California
$7.17K
WTFG
450
Wood Tarver Financial Group
Idaho
$7K +$7.76K +75 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.