TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

373 hedge funds and large institutions have $7.64B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+20
Holders Change %
+5.67%
% of All Funds
5.97%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.4%
New
71
Increased
160
Reduced
123
Closed
43
Calls
$664K
Puts
–
Net Calls
+$664K
Net Calls Change
+$610K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$522M
2
RBA
Richard Bernstein Advisors
New York
+$296M
3
Ameriprise
Ameriprise
Minnesota
+$195M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$32.5M
2
KF
Krilogy Financial
Missouri
-$32.4M
3
LPL Financial
LPL Financial
California
-$17.7M
4
PAS
Park Avenue Securities
New York
-$11.9M
5
CW
CreativeOne Wealth
Kansas
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$32.9M +$24.8M +216,154 +305%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$31.9M +$1.57M +13,680 +5%
MML Investors Services
28
MML Investors Services
Massachusetts
$30.2M -$5.18M -45,246 -15%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$27.8M +$16.8M +146,358 +151%
FFBTD
30
First Financial Bank - Trust Division
Ohio
$25.1M +$468K +4,086 +2%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$25.1M +$3.33M +21,566 +15%
PA
32
Parallel Advisors
California
$21.2M +$2.05M +17,930 +11%
ACM
33
Avalon Capital Management
California
$19.8M +$19.8M +172,671 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$19.7M +$14.2M +124,024 +256%
MSWMA
35
Market Street Wealth Management Advisors
Indiana
$18.9M +$4.08M +35,601 +28%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$17.6M +$17.2M +150,379 +5,288%
MAG
37
Members Advisory Group
New York
$16.8M +$209K +1,824 +1%
TCA
38
Transcend Capital Advisors
New Jersey
$15.3M +$4.65M +40,618 +44%
WP
39
WealthSource Partners
California
$14.4M -$5M -43,667 -26%
CAN
40
Cetera Advisor Networks
California
$14.2M +$337K +2,946 +2%
JC
41
JB Capital
Connecticut
$11.8M -$2.92M -25,474 -20%
FCAM
42
First Citizens Asset Management
North Carolina
$11.7M +$11.5M +100,293 +4,909%
KF
43
Krilogy Financial
Missouri
$11.4M -$32.4M -282,755 -74%
CIM
44
Confluence Investment Management
Missouri
$11.2M +$216K +1,885 +2%
MPW
45
MA Private Wealth
California
$11.1M +$2.37M +20,689 +27%
TF
46
Trek Financial
Arizona
$10.6M -$3.07M -26,799 -22%
KFS
47
Kelly Financial Services
Massachusetts
$10.4M +$2.21M +19,330 +27%
AI
48
Atria Investments
North Carolina
$10.1M +$1.46M +12,732 +17%
RCI
49
RS Crum Inc
California
$8.38M +$84.2K +735 +1%
FIA
50
Foundations Investment Advisors
Arizona
$8.23M +$3.2M +27,905 +63%
1
2
3 4 5