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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Human Investing
Oregon
$598 +$621 +6 New
GEA
477
Glen Eagle Advisors
New Jersey
$498
PWMG
478
Prestige Wealth Management Group
New Jersey
$498
KIM
479
Kestra Investment Management
Texas
$498 +$517 +5 New
AWM
480
Abound Wealth Management
Tennessee
$401 +$414 +4 New
AWM
481
AllSquare Wealth Management
New York
$299
HHGA
482
Halbert Hargrove Global Advisors
California
$200 +$207 +2 New
EPW
483
Endeavor Private Wealth
Kansas
$111 +$103 +1 New
JHU
484
Johns Hopkins University
Maryland
-$131M -1,196,677 Closed
IUHSA
485
Itau Unibanco Holding S.A.
Brazil
-$119M -1,086,437 Closed
MW
486
Marks Wealth
Maryland
-$13.8M -126,647 Closed
OPAM
487
Ocean Park Asset Management
California
-$12.1M -110,800 Closed
CFG
488
CMC Financial Group
Georgia
-$6.45M -59,025 Closed
RCS
489
Retirement Capital Strategies
California
-$6.37M -58,293 Closed
IAIM
490
International Assets Investment Management
Florida
-$405 -44,279 Closed
TI
491
Tidal Investments
Wisconsin
-$4.78M -43,837 Closed
Prudential Financial
492
Prudential Financial
New Jersey
-$3.88M -35,503 Closed
SW
493
Simplicity Wealth
New Jersey
-$3.74M -34,238 Closed
SPW
494
Surience Private Wealth
Washington
-$3.13M -28,637 Closed
SC
495
Sykon Capital
New York
-$2.8M -25,624 Closed
DFA
496
Davies Financial Advisors
California
-$2.78M -25,439 Closed
CFG
497
Cooper Financial Group
California
-$2.74M -25,023 Closed
AFP
498
Alpha Financial Partners
Kentucky
-$2.35M -21,487 Closed
GEM
499
Global Endowment Management
North Carolina
-$2.21M -20,210 Closed
ES
500
Eagle Strategies
New York
-$2.13M -19,471 Closed

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.