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iShares 10-20 Year Treasury Bond ETF

125 hedge funds and large institutions have $776M invested in iShares 10-20 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.52M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $623M → $776M (+$152M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

4.13% more ownership

Funds ownership: 64.78%68.91% (+4.1%)

2% more funds holding

Funds holding: 123125 (+2)

46% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 57

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
26
Increased
31
Reduced
57
Closed
21
Calls
$2.62M
Puts
$1.52M
Net Calls
+$1.09M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
51
First Allied Advisory Services
California
$1.37M -$313K -2,030 -20%
NFG
52
Noven Financial Group
Colorado
$1.36M +$1.26M +8,130 New
Goldman Sachs
53
Goldman Sachs
New York
$1.34M +$1.23M +7,980 New
AAP
54
Arax Advisory Partners
Colorado
$1.24M +$1.14M +7,400 New
UCFA
55
United Capital Financial Advisors
Texas
$1.12M -$111K -719 -10%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.03M -$858K -5,554 -47%
NFG
57
Next Financial Group
Texas
$967K -$10.7K -69 -1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$962K -$1.82M -11,761 -67%
PCP
59
Proficio Capital Partners
Massachusetts
$898K -$1.1M -7,155 -57%
MTB
60
Mizuho Trust & Banking
Japan
$838K -$6.95M -45,000 -90%
SC
61
Scotia Capital
Ontario, Canada
$748K -$42.5K -275 -6%
BEI
62
Benjamin Edwards Inc
Missouri
$720K +$604K +3,911 +1,018%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$634K +$51.7K +335 +10%
VAS
64
Vestmark Advisory Solutions
Massachusetts
$584K +$538K +3,484 New
IFA
65
Interactive Financial Advisors
Illinois
$560K -$9.73K -63 -2%
CIM
66
Confluence Investment Management
Missouri
$536K -$254K -1,647 -34%
Prudential Financial
67
Prudential Financial
New Jersey
$520K
IFG
68
Independent Financial Group
California
$516K +$475K +3,079 New
FCB
69
First Command Bank
Texas
$509K -$35.2K -228 -7%
FCFS
70
First Command Financial Services
Texas
$509K -$35.2K -228 -7%
CCA
71
Cobblestone Capital Advisors
New York
$493K -$3.09K -20 -0.7%
B
72
Bailard
California
$472K -$927 -6 -0.2%
FHC
73
First Heartland Consultants
Missouri
$465K +$133K +861 +45%
Renaissance Technologies
74
Renaissance Technologies
New York
$436K +$402K +2,600 New
VWA
75
Visionary Wealth Advisors
Illinois
$400K -$245K -1,584 -40%

TLH Hedge Fund Activity: Q1 2020 in Review

125 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2020, worth a combined $776M — up 24% from $623M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TLH positions and 21 closed out — a net gain of 5 holders — while 31 added to existing stakes and 57 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $64.1M. The largest seller was BlackRock, cutting an estimated $47.6M.

  • 125 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2020, up from 123 in Q4 2019.
  • Funds reported $776M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2020, up 24% quarter-over-quarter.
  • 26 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2020 and 21 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2020 was Bank of Montreal, an estimated $64.1M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2020 was BlackRock, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2020.