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iShares 10-20 Year Treasury Bond ETF

242 hedge funds and large institutions have $1.09B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

19% more funds holding

Funds holding: 203242 (+39)

5% more capital invested

Capital invested by funds: $1.04B → $1.09B (+$52.8M)

2.96% more ownership

Funds ownership: 68.46%71.42% (+3%)

Holders
242
Holders Change
+39
Holders Change %
+19.21%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
73
Increased
94
Reduced
52
Closed
29
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$4.62M -$67.2K -454 -1%
IUHSA
27
Itau Unibanco Holding S.A.
Brazil
$4.56M +$4.55M +30,716 New
AG
28
Ascent Group
Virginia
$4.19M +$4.3M +29,029 New
CIAS
29
CFS Investment Advisory Services
New Jersey
$3.85M +$1.39M +9,374 +54%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.47M -$2.21M -14,952 -39%
WWG
31
West Wealth Group
California
$3.39M +$3.38M +22,857 New
Stifel Financial
32
Stifel Financial
Missouri
$3.31M -$2.18M -14,754 -40%
HGWM
33
Horst & Graben Wealth Management
Oregon
$3.25M +$688K +4,645 +27%
GG
34
GenWealth Group
New Jersey
$3.16M +$3.16M +21,326 New
FTUS
35
Flow Traders U.S.
New York
$3.04M +$3.04M +20,502 New
PCP
36
Proficio Capital Partners
Massachusetts
$2.96M -$3.38M -22,858 -53%
Ameriprise
37
Ameriprise
Minnesota
$2.94M +$616K +4,158 +27%
Jane Street
38
Jane Street
New York
$2.57M -$17.9M -120,641 -87%
AAG
39
Avalon Advisory Group
Pennsylvania
$2.32M -$747K -5,045 -24%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$2.29M -$133K -897 -6%
SF
41
Synovus Financial
Georgia
$2.22M +$69K +466 +3%
TCA
42
Transcend Capital Advisors
New Jersey
$2.19M -$336K -2,269 -13%
Truist Financial
43
Truist Financial
North Carolina
$2.13M -$293K -1,981 -12%
OWA
44
One Wealth Advisors
California
$2.13M +$561K +3,791 +36%
KAS
45
Kestra Advisory Services
Texas
$2.09M +$11.5K +78 +0.6%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.06M +$172K +1,161 +9%
SRG
47
SBB Research Group
Illinois
$2.02M +$2.02M +13,621 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2M -$2.06M -13,934 -51%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$1.99M -$814K -5,497 -29%
AWM
50
AE Wealth Management
Kansas
$1.94M +$83.8K +566 +5%

TLH Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2021, worth a combined $1.09B — up 5.1% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 29 closed out — a net gain of 44 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $17.9M.

  • 242 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.09B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2021 and 29 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2021 was BlackRock, an estimated $13.6M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2021.