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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$8.39M +$2.55M +20,803 +42%
CW
27
CreativeOne Wealth
Kansas
$7.96M +$3.18M +25,922 +64%
KFS
28
Kelly Financial Services
Massachusetts
$7.01M +$4.51M +36,764 +170%
HCA
29
Heck Capital Advisors
Wisconsin
$6.73M +$6.87M +56,003 New
IUHSA
30
Itau Unibanco Holding S.A.
Brazil
$6.32M +$387K +3,155 +6%
TI
31
Tidal Investments
Wisconsin
$6.24M -$5.66M -46,108 -47%
BTI
32
Blue Trust Inc
Georgia
$5.98M +$5.45M +44,435 New
RIG
33
RiverFront Investment Group
Virginia
$5.87M -$8.11M -66,072 -57%
PR
34
Payden & Rygel
California
$5.75M +$5.88M +47,886 New
HGWM
35
Horst & Graben Wealth Management
Oregon
$5.61M +$1.42M +11,612 +33%
ODIJL
36
One Day In July LLC
Vermont
$5.58M +$3.98M +32,459 +231%
SCI
37
Stableford Capital II
Arizona
$5.57M +$5.59M +45,600 New
SPIA
38
Steward Partners Investment Advisory
New York
$5.45M +$385K +3,137 +7%
AI
39
Atria Investments
North Carolina
$5.31M +$200K +1,630 +4%
VHAM
40
Van Hulzen Asset Management
California
$5.15M +$4.19M +34,152 +391%
T
41
TCWP
Ohio
$5.02M +$3.03M +24,685 +144%
AWS
42
Atria Wealth Solutions
New York
$4.79M +$313K +2,555 +7%
NA
43
NewEdge Advisors
Louisiana
$4.78M -$307K -2,499 -6%
KAS
44
Kestra Advisory Services
Texas
$4.77M +$660K +5,382 +16%
HFA
45
High Falls Advisors
New York
$4.74M +$421K +3,428 +10%
PFA
46
Pettinga Financial Advisors
Indiana
$4.53M +$2.55M +20,769 +123%
PWM
47
Pacific Wealth Management
California
$4.41M +$223K +1,819 +5%
SHJ
48
Sharkey, Howes & Javer
Colorado
$4.35M +$647K +5,274 +17%
CIAS
49
CFS Investment Advisory Services
New Jersey
$4.27M -$437M -3,559,881 -99%
HA
50
HYA Advisors
Missouri
$4.22M +$2.93M +23,847 +212%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.