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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
NFSG
451
Newbridge Financial Services Group
Florida
$6.77K +$7.04K +68 New
CSC
452
Caldwell Sutter Capital
California
$6.07K
SWA
453
SOA Wealth Advisors
New York
$6.07K +$6.31K +61 New
S
454
SignatureFD
Georgia
$5.05K
NP
455
NorthRock Partners
Minnesota
$4.78K -$3.41K -33 -41%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$4.78K -$1.24K -12 -20%
TCM
457
Tradewinds Capital Management
Washington
$4.48K -$6.21K -60 -57%
PWA
458
Principia Wealth Advisory
Texas
$4.48K +$4.66K +45 New
KWM
459
Kiker Wealth Management
Georgia
$4.38K +$4.55K +44 New
ITIM
460
Indiana Trust & Investment Management
Indiana
$4.08K
CAL
461
Capital Analysts LLC
Pennsylvania
$4K +$3.62K +35 +700%
IRC
462
Investors Research Corp
Georgia
$3.78K
RCM
463
Raleigh Capital Management
North Carolina
$3.54K -$3.1K -30 -45%
CTWM
464
Cherry Tree Wealth Management
Minnesota
$2.79K +$2.9K +28 New
CA
465
Continuum Advisory
Idaho
$2.69K -$11.9K -115 -81%
CPG
466
Cornerstone Planning Group
New Jersey
$2.42K
TVWM
467
Tower View Wealth Management
Wisconsin
$1.89K +$1.97K +19 New
CFS
468
CGC Financial Services
Oregon
$1.89K
FFA
469
Founders Financial Alliance
North Carolina
$1.79K
AT
470
Arlington Trust
Alabama
$1.59K
MWA
471
Medallion Wealth Advisors
Connecticut
$1.39K +$1.45K +14 New
TFA
472
Transamerica Financial Advisors
Florida
$1K -$517 -5 -45%
BWL
473
Bogart Wealth LLC
Virginia
$995
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$796 -$118K -1,142 -99%
NS
475
NBC Securities
Alabama
$791 -$757K -7,316 -100%

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.