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iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
JC
26
JB Capital
Connecticut
$9.7M +$9.58M +68,417 +1,868%
LPT
27
Legacy Private Trust
Wisconsin
$9.41M +$31.9K +228 +0.3%
CWM
28
CMH Wealth Management
New Hampshire
$6.92M +$7.2M +51,393 New
IUHSA
29
Itau Unibanco Holding S.A.
Brazil
$6.66M +$2.63M +18,754 +61%
WP
30
WealthSource Partners
California
$6.6M +$6.87M +49,055 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$6.6M +$4.98M +35,539 +263%
AI
32
Atria Investments
North Carolina
$5.73M +$4.34M +30,970 +267%
NA
33
NewEdge Advisors
Louisiana
$5.69M +$5.01M +35,777 +551%
SPIA
34
Steward Partners Investment Advisory
New York
$5.68M -$450K -3,215 -7%
CW
35
CreativeOne Wealth
Kansas
$5.42M +$5.65M +40,302 New
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$5.12M +$5.33M +38,055 New
AWS
37
Atria Wealth Solutions
New York
$5.02M +$5.23M +37,310 New
SFO
38
Stokes Family Office
Louisiana
$4.88M +$5.07M +36,226 New
HFA
39
High Falls Advisors
New York
$4.85M +$4.28M +30,561 +559%
HGWM
40
Horst & Graben Wealth Management
Oregon
$4.72M +$1.84M +13,143 +60%
PWM
41
Pacific Wealth Management
California
$4.69M +$89.9K +642 +2%
KAS
42
Kestra Advisory Services
Texas
$4.62M +$2.84M +20,260 +144%
ACP
43
Aveo Capital Partners
Colorado
$4.33M +$144K +1,028 +3%
SHJ
44
Sharkey, Howes & Javer
Colorado
$4.16M +$4.01M +28,599 +1,240%
AG
45
Ascent Group
Virginia
$3.97M +$61.2K +437 +2%
AWM
46
AE Wealth Management
Kansas
$3.64M +$1.96M +13,979 +107%
IWP
47
Icon Wealth Partners
Texas
$3.48M +$2.93M +20,900 +424%
BA
48
Ballew Advisors
Mississippi
$3.24M +$1.78M +12,679 +99%
OWA
49
One Wealth Advisors
California
$2.96M +$1.07M +7,661 +53%
FCA
50
FLC Capital Advisors
California
$2.95M +$1.26M +9,015 +70%

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.