We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

117 hedge funds and large institutions have $726M invested in iShares 10-20 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $617M → $726M (+$108M)

15% more funds holding

Funds holding: 102117 (+15)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

1.02% more ownership

Funds ownership: 63.16%64.19% (+1%)

5% more call options, than puts

Call options by funds: $272K | Put options by funds: $258K

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
36
Closed
9
Calls
$272K
Puts
$258K
Net Calls
+$14K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.27M -$315K -2,275 -20%
Renaissance Technologies
52
Renaissance Technologies
New York
$1.2M +$567K +4,100 +95%
ASN
53
Advisory Services Network
Georgia
$1.19M -$82K -593 -7%
AG
54
Advisor Group
Arizona
$1.15M -$82.8K -599 -7%
Millennium Management
55
Millennium Management
New York
$973K +$293K +2,119 +45%
KP
56
Keel Point
Alabama
$850K +$275K +1,992 +50%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$825K +$797K +5,763 New
CG
58
Colony Group
Massachusetts
$816K
RFC
59
Regions Financial Corp
Alabama
$762K -$246K -1,781 -25%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$762K +$737K +5,326 New
NFG
61
Next Financial Group
Texas
$759K +$724K +5,233 +7,584%
CIM
62
Confluence Investment Management
Missouri
$693K -$2.32M -16,767 -78%
SC
63
Scotia Capital
Ontario, Canada
$678K
VAS
64
Vestmark Advisory Solutions
Massachusetts
$674K -$38K -275 -6%
W
65
WealthOne
New York
$644K -$195K -1,409 -24%
IA
66
IndexIQ Advisors
New York
$603K +$394K +2,847 +208%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$589K +$193K +1,396 +51%
CCA
68
Checchi Capital Advisers
California
$565K +$546K +3,945 New
IFA
69
Interactive Financial Advisors
Illinois
$505K +$130K +937 +36%
BA
70
Ballew Advisors
Mississippi
$502K -$307K -2,222 -39%
Prudential Financial
71
Prudential Financial
New Jersey
$429K +$415K +3,000 New
CCA
72
Cobblestone Capital Advisors
New York
$424K -$78.1K -565 -16%
LFAS
73
Level Four Advisory Services
Texas
$417K +$29.9K +216 +8%
FCB
74
First Command Bank
Texas
$415K +$8.71K +63 +2%
FCFS
75
First Command Financial Services
Texas
$415K +$8.71K +63 +2%

TLH Hedge Fund Activity: Q2 2019 in Review

117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2019, worth a combined $726M — up 18% from $617M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TLH positions and 9 closed out — a net gain of 17 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $48.2M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 117 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2019, up from 102 in Q1 2019.
  • Funds reported $726M of iShares 10-20 Year Treasury Bond ETF stock for Q2 2019, up 18% quarter-over-quarter.
  • 26 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2019 and 9 closed out, a net change of +17 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2019 was Itau Unibanco Holding S.A., an estimated $48.2M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2019 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2019.