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iShares 10-20 Year Treasury Bond ETF
TLH

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: 19 → 24 (+5)

9% more funds holding

Funds holding: 438 → 478 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$93.3M
2
SEIA
Signature Estate & Investment Advisors
California
+$83.1M
3
AssetMark Inc
AssetMark Inc
California
+$70.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.4M
5
FFM
Forum Financial Management
Illinois
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$194M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$156M
3
RBA
Richard Bernstein Advisors
New York
-$129M
4
Bank of America
Bank of America
North Carolina
-$125M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$97.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
451
Caldwell Sutter Capital
California
$6.67K -$1.5K -14 -19%
TFM
452
TFC Financial Management
Massachusetts
$6.45K +$6.32K +59 New
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$6.31K – – –
S
454
SignatureFD
Georgia
$5.55K -$3.54K -33 -39%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.36K – – –
TC
456
Truvestments Capital
Florida
$5.14K +$5.04K +47 New
ACA
457
Aptus Capital Advisors
Alabama
$5.03K +$4.61K +43 +1,433%
GWANC
458
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.88K +$4.72K +44 +4,400%
PB
459
Pinnacle Bancorp
Nebraska
$4.81K +$4.72K +44 New
HF
460
Halpern Financial
Virginia
$4.79K +$4.72K +44 New
ITIM
461
Indiana Trust & Investment Management
Indiana
$4.48K +$4.39K +41 New
NSIM
462
North Star Investment Management
Illinois
$4.37K +$4.29K +40 New
RWA
463
Redmont Wealth Advisors
Illinois
$4.26K +$4.18K +39 New
IRC
464
Investors Research Corp
Georgia
$4.16K – – –
AA
465
Ancora Advisors
Ohio
$3.06K -$1.82K -17 -38%
CPG
466
Cornerstone Planning Group
New Jersey
$2.48K -$107 -1 -4%
KA
467
Kozak & Associates
Colorado
$2.13K +$2.14K +20 New
CFS
468
CGC Financial Services
Oregon
$2.08K – – –
TFA
469
Transamerica Financial Advisors
Florida
$2K -$19K -177 -94%
FFA
470
Founders Financial Alliance
North Carolina
$1.97K – – –
AT
471
Arlington Trust
Alabama
$1.75K – – –
BWL
472
Bogart Wealth LLC
Virginia
$1.09K – – –
CAL
473
Capital Analysts LLC
Pennsylvania
$1K – – –
GEA
474
Glen Eagle Advisors
New Jersey
$547 – – –
PWMG
475
Prestige Wealth Management Group
New Jersey
$547 – – –
17 18
19
20 21

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.