iShares 10-20 Year Treasury Bond ETF
TLH
46 hedge funds and large institutions have $165M invested in iShares 10-20 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
49% more capital invested
Capital invested by funds: $111M → $165M (+$54.4M)
7% more funds holding
Funds holding: 43 → 46 (+3)
6.89% more ownership
Funds ownership: 54.93% → 61.81% (+6.9%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
31% less call options, than puts
Call options by funds: $820K | Put options by funds: $1.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$9.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.89M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.65M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$5.96M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$8.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.77M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$4.59M |
| 4 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$2.56M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$732K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WFG Advisors
Dallas,
Texas
| – | -$2K | -20 | Closed |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -19 | Closed |
|
TLH Hedge Fund Activity: Q1 2014 in Review
46 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2014, worth a combined $165M — up 49% from $111M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TLH positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $9.43M. The largest seller was Stadion Money Management, exiting entirely with an estimated $8.63M sold.
- 46 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2014, up from 43 in Q4 2013.
- Funds reported $165M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2014, up 49% quarter-over-quarter.
- 8 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2014 and 5 closed out, a net change of +3 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2014 was Beaumont Financial Advisors, an estimated $9.43M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2014 was Stadion Money Management, an estimated $8.63M sold.
Based on aggregated 13F filings for Q1 2014.