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iShares 10-20 Year Treasury Bond ETF

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$426M)

64% more funds holding

Funds holding: 124203 (+79)

0.2% more ownership

Funds ownership: 68.25%68.46% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

99% less call options, than puts

Call options by funds: $250K | Put options by funds: $49.3M

Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$5.11M +$3.69M +24,462 +238%
ACP
27
Aveo Capital Partners
Colorado
$4.64M +$4.76M +31,560 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.04M +$4.13M +27,441 New
LWA
29
Lineweaver Wealth Advisors
Ohio
$3.84M +$3.93M +26,091 New
Citadel Advisors
30
Citadel Advisors
Florida
$3.64M -$9.9M -65,670 -73%
CFG
31
Cooper Financial Group
California
$3.36M +$3.44M +22,847 New
TAIM
32
TD Ameritrade Investment Management
Nebraska
$3.15M +$784K +5,200 +38%
AAG
33
Avalon Advisory Group
Pennsylvania
$3.04M +$111K +734 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.84M +$2.11M +13,975 +262%
GM
35
GeoWealth Management
Illinois
$2.78M +$2.5M +16,581 +709%
SFI
36
SPC Financial Inc
Maryland
$2.67M +$2.74M +18,177 New
CAN
37
Cetera Advisor Networks
California
$2.62M +$2.68M +17,812 New
BA
38
Ballew Advisors
Mississippi
$2.61M +$69K +458 +3%
CIAS
39
CFS Investment Advisory Services
New Jersey
$2.57M +$2.63M +17,460 New
HGWM
40
Horst & Graben Wealth Management
Oregon
$2.54M +$2.6M +17,259 New
TCA
41
Transcend Capital Advisors
New Jersey
$2.5M +$609K +4,040 +31%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$2.46M +$468K +3,107 +24%
Truist Financial
43
Truist Financial
North Carolina
$2.4M -$150K -996 -6%
Ameriprise
44
Ameriprise
Minnesota
$2.29M +$808K +5,363 +53%
SF
45
Synovus Financial
Georgia
$2.13M +$19.6K +130 +0.9%
KAS
46
Kestra Advisory Services
Texas
$2.06M +$708K +4,701 +50%
ODIJL
47
One Day In July LLC
Vermont
$2M -$52.9K -351 -3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.87M +$1.92M +12,747 New
AWM
49
AE Wealth Management
Kansas
$1.84M +$1.88M +12,486 New
AI
50
Atria Investments
North Carolina
$1.73M +$1.78M +11,785 New

TLH Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2021, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TLH positions and 15 closed out — a net gain of 82 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $173M. The largest seller was RiverFront Investment Group, cutting an estimated $10.7M.

  • 203 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $1.04B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2021, up 70% quarter-over-quarter.
  • 97 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2021 and 15 closed out, a net change of +82 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2021.