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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
FTUS
501
Flow Traders U.S.
New York
-$1.88M -17,218 Closed
FHC
502
First Heartland Consultants
Missouri
-$1.4M -12,779 Closed
MIS
503
Morningstar Investment Services
Illinois
-$1.27M -11,603 Closed
TGAM
504
TBH Global Asset Management
Tennessee
-$1.22M -11,143 Closed
MAM
505
Milestone Asset Management
Pennsylvania
-$1.16M -10,576 Closed
BWA
506
Beam Wealth Advisors
Louisiana
-$1.14M -10,453 Closed
APA
507
Astoria Portfolio Advisors
New York
-$1.1M -10,418 Closed
Tudor Investment Corp
508
Tudor Investment Corp
Connecticut
-$1.03M -9,403 Closed
RBFC
509
Roman Butler Fullerton & Co
Missouri
-$949K -8,930 Closed
NWM
510
Napa Wealth Management
California
-$897K -8,200 Closed
GS
511
GTS Securities
New York
-$777K -7,108 Closed
RP
512
Riverwater Partners
Wisconsin
-$607K -5,570 Closed
RCI
513
RS Crum Inc
California
-$396K -3,625 Closed
CA
514
Crewe Advisors
Utah
-$318K -2,908 Closed
CC
515
Chicago Capital
Illinois
-$258K -2,357 Closed
MWM
516
Meridian Wealth Management
Kentucky
-$256K -2,342 Closed
CFS
517
Commonwealth Financial Services
West Virginia
-$244K -2,230 Closed
Simplex Trading
518
Simplex Trading
Illinois
-$237K -2,171 Closed
PCA
519
Prosperity Capital Advisors
Ohio
-$227K -2,080 Closed
SFG
520
Sovereign Financial Group
Connecticut
-$218K -1,995 Closed
CWM
521
Cornerstone Wealth Management
Missouri
-$214K -1,961 Closed
SFM
522
Signet Financial Management
New Jersey
-$210K -1,922 Closed
RIG
523
Ramiah Investment Group
Wisconsin
-$206K -1,886 Closed
AWA
524
Arkadios Wealth Advisors
Georgia
-$206K -1,885 Closed
BWM
525
Bulltick Wealth Management
Florida
-$204K -1,866 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.