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iShares 10-20 Year Treasury Bond ETF

145 hedge funds and large institutions have $827M invested in iShares 10-20 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 62.48%63.89% (+1.4%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

4% more capital invested

Capital invested by funds: $793M → $827M (+$34.8M)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

1% less funds holding

Funds holding: 146145 (-1)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

75% less call options, than puts

Call options by funds: $499K | Put options by funds: $1.98M

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.08%
New
20
Increased
49
Reduced
47
Closed
19
Calls
$499K
Puts
$1.98M
Net Calls
-$1.48M
Net Calls Change
-$779K
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
26
Itau Unibanco Holding S.A.
Brazil
$6.1M -$598K -3,556 -9%
RJA
27
Raymond James & Associates
Florida
$5.67M +$122K +726 +2%
SPIA
28
Steward Partners Investment Advisory
New York
$5.53M -$33.6K -200 -0.6%
BEC
29
Blue Edge Capital
Virginia
$5.16M -$69.6K -414 -1%
RBCM
30
Raub Brock Capital Management
California
$5M -$843K -5,015 -14%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.58M +$589K +3,503 +15%
ACP
32
Aveo Capital Partners
Colorado
$4.08M +$4.12M +24,500 New
JIR
33
James Investment Research
Ohio
$4.03M -$1.34M -7,949 -25%
KAS
34
Kestra Advisory Services
Texas
$3.83M +$3.87M +22,987 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.76M +$261K +1,549 +7%
Deutsche Bank
36
Deutsche Bank
Germany
$3.61M +$3.65M +21,693 New
AAG
37
Avalon Advisory Group
Pennsylvania
$3.51M
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3.22M +$178K +1,058 +6%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$3.15M -$73.3K -436 -2%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.83M -$106K -632 -4%
Stifel Financial
41
Stifel Financial
Missouri
$2.69M -$3.66M -21,751 -57%
ASN
42
Advisory Services Network
Georgia
$2.66M -$969K -5,764 -27%
Truist Financial
43
Truist Financial
North Carolina
$2.61M +$85.9K +511 +3%
AIP
44
Almanack Investment Partners
Pennsylvania
$2.52M +$140K +831 +6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$2.38M +$231K +1,372 +11%
SF
46
Synovus Financial
Georgia
$2.31M -$43.7K -260 -2%
LCC
47
Lincoln Capital Corp
Rhode Island
$2.21M +$2.23M +13,247 New
MPPLM
48
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.76M +$295K +1,752 +20%
ODIJL
49
One Day In July LLC
Vermont
$1.73M -$14.1K -84 -0.8%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.68M -$168 -1 -0%

TLH Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2020, worth a combined $827M — up 4.4% from $793M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TLH positions and 19 closed out — a net gain of 1 holder — while 49 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $46.3M. The largest seller was Citigroup, cutting an estimated $34.3M.

  • 145 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2020, down from 146 in Q2 2020.
  • Funds reported $827M of iShares 10-20 Year Treasury Bond ETF stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 20 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2020 and 19 closed out, a net change of +1 holder.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2020 was BlackRock, an estimated $46.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2020 was Citigroup, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2020.