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iShares 10-20 Year Treasury Bond ETF

478 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

76% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.81M

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

9% more funds holding

Funds holding: 438478 (+40)

2% more capital invested

Capital invested by funds: $6.65B → $6.76B (+$115M)

3.5% less ownership

Funds ownership: 86.86%83.37% (-3.5%)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.86%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.34%
New
83
Increased
205
Reduced
150
Closed
39
Calls
$3.19M
Puts
$1.81M
Net Calls
+$1.38M
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
476
Glass Jacobson Investment Advisors
Maryland
$438 +$214 +2 +100%
IAIM
477
International Assets Investment Management
Florida
$405 +$4.7M +43,862 +10,518%
AWM
478
AllSquare Wealth Management
New York
$328
FCA
479
FinTrust Capital Advisors
South Carolina
$110
CFB
480
Cullen/Frost Bankers
Texas
$18
Janney Montgomery Scott
481
Janney Montgomery Scott
Pennsylvania
-$38.7M -376,846 Closed
MSAM
482
Moloney Securities Asset Management
Missouri
-$2.09M -20,302 Closed
EIA
483
Eldridge Investment Advisors
New Hampshire
-$1.9M -18,500 Closed
OWMIAS
484
One Wealth Management Investment & Advisory Services
Florida
-$1.53M -14,918 Closed
MBTD
485
Mechanics Bank - Trust Department
California
-$1.03M -10,000 Closed
CF
486
Centaurus Financial
California
-$892K -8,684 Closed
MPW
487
MA Private Wealth
California
-$685K -6,666 Closed
IWM
488
Iams Wealth Management
Nebraska
-$616K -6,000 Closed
WF
489
Wayfinding Financial
Washington
-$594K -5,787 Closed
EWA
490
EP Wealth Advisors
California
-$441K -4,295 Closed
MFG
491
Merit Financial Group
Georgia
-$393K -3,827 Closed
IA
492
IFG Advisory
Georgia
-$369K -3,595 Closed
Fisher Asset Management
493
Fisher Asset Management
Washington
-$310K -3,019 Closed
M&T Bank
494
M&T Bank
New York
-$291K -2,829 Closed
ACM
495
Avalon Capital Management
California
-$278K -2,711 Closed
OPWM
496
Oxinas Partners Wealth Management
Indiana
-$242K -2,361 Closed
SI
497
Stephens Inc
Arkansas
-$241K -2,347 Closed
SCM
498
Spreng Capital Management
Ohio
-$221K -2,107 Closed
LA
499
Lifeworks Advisors
Michigan
-$201K -1,954 Closed
OWA
500
Opal Wealth Advisors
New York
-$193K -1,875 Closed

TLH Hedge Fund Activity: Q3 2024 in Review

478 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2024, worth a combined $6.76B — up 1.7% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new TLH positions and 39 closed out — a net gain of 44 holders — while 205 added to existing stakes and 150 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Truist Financial, cutting an estimated $194M.

  • 478 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $6.76B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 83 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2024 and 39 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $93.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2024 was Truist Financial, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2024.