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iShares 10-20 Year Treasury Bond ETF

78 hedge funds and large institutions have $218M invested in iShares 10-20 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.08M

6.97% less ownership

Funds ownership: 52.49%45.52% (-7%)

10% less funds holding

Funds holding: 8778 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

42% less capital invested

Capital invested by funds: $374M → $218M (-$156M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
78
Holders Change
-9
Holders Change %
-10.34%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
20
Reduced
34
Closed
23
Calls
$1.91M
Puts
$1.08M
Net Calls
+$831K
Net Calls Change
+$599K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.14M +$265K +1,935 +14%
AG
27
Advisor Group
Arizona
$1.91M -$789K -5,748 -29%
JIR
28
James Investment Research
Ohio
$1.73M -$278K -2,028 -13%
FAAS
29
First Allied Advisory Services
California
$1.7M -$57.5K -419 -3%
LFG
30
LifePlan Financial Group
Ohio
$1.5M -$776K -5,655 -33%
SF
31
Synovus Financial
Georgia
$1.2M -$75.3K -549 -6%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$1.12M -$13.9K -101 -1%
JWS
33
Juncture Wealth Strategies
Arizona
$1.09M +$1.13M +8,232 New
MFS
34
MSI Financial Services
Massachusetts
$1.02M -$5.76K -42 -0.5%
Truist Financial
35
Truist Financial
North Carolina
$1.01M -$603K -4,397 -37%
Citadel Advisors
36
Citadel Advisors
Florida
$985K +$152K +1,109 +18%
CG
37
Colony Group
Massachusetts
$931K -$110K -800 -10%
FCB
38
First Command Bank
Texas
$682K +$704K +5,132 New
FCFS
39
First Command Financial Services
Texas
$682K +$704K +5,132 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$671K -$225K -1,639 -25%
SC
41
Scotia Capital
Ontario, Canada
$646K -$223K -1,625 -25%
VKH
42
Virtu KCG Holdings
New York
$621K -$3.24M -23,646 -84%
Ameriprise
43
Ameriprise
Minnesota
$584K -$3.32M -24,197 -85%
PR
44
Payden & Rygel
California
$580K
FTUS
45
Flow Traders U.S.
New York
$566K -$1.19M -8,673 -67%
HS
46
HighVista Strategies
Massachusetts
$479K -$7K -51 -1%
IFA
47
Interactive Financial Advisors
Illinois
$478K -$143K -1,045 -23%
BAS
48
Brown Advisory Securities
Maryland
$465K +$412 +3 +0.1%
TSS
49
Two Sigma Securities
New York
$410K +$423K +3,084 New
ACM
50
Americafirst Capital Management
California
$359K +$371K +2,704 New

TLH Hedge Fund Activity: Q4 2016 in Review

78 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2016, worth a combined $218M — down 42% from $374M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TLH and 14 opened new positions — a net loss of 9 holders — while 34 trimmed existing stakes and 20 added.

The largest buyer was Wolverine Trading, adding an estimated $9.85M. The largest seller was WBI Investments, exiting entirely with an estimated $50.8M sold.

  • 78 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2016, down from 87 in Q3 2016.
  • Funds reported $218M of iShares 10-20 Year Treasury Bond ETF stock for Q4 2016, down 42% quarter-over-quarter.
  • 14 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2016 and 23 closed out, a net change of -9 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2016 was Wolverine Trading, an estimated $9.85M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2016 was WBI Investments, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2016.