iShares 10-20 Year Treasury Bond ETF
TLH
67 hedge funds and large institutions have $205M invested in iShares 10-20 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 67 → 67 (0)
2.04% less ownership
Funds ownership: 44.92% → 42.88% (-2%)
15% less capital invested
Capital invested by funds: $242M → $205M (-$36.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$2.15M |
| 2 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
+$2.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.88M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.76M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$15M |
| 3 |
Jane Street
New York
|
-$13.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.41M |
TLH Hedge Fund Activity: Q2 2017 in Review
67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2017, worth a combined $205M — down 15% from $242M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TLH positions and 5 closed out — a net gain of 1 holder — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Truist Financial, adding an estimated $2.15M. The largest seller was Envestnet Asset Management, cutting an estimated $15M.
- 67 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $205M of iShares 10-20 Year Treasury Bond ETF stock for Q2 2017, down 15% quarter-over-quarter.
- 6 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2017 and 5 closed out, a net change of +1 holder.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2017 was Truist Financial, an estimated $2.15M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2017 was Envestnet Asset Management, an estimated $15M sold.
Based on aggregated 13F filings for Q2 2017.