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iShares 10-20 Year Treasury Bond ETF

133 hedge funds and large institutions have $825M invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $758K

0.22% more ownership

Funds ownership: 75.23%75.45% (+0.22%)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

14% less funds holding

Funds holding: 154133 (-21)

25% less capital invested

Capital invested by funds: $1.1B → $825M (-$278M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

Holders
133
Holders Change
-21
Holders Change %
-13.64%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
42
Reduced
47
Closed
39
Calls
$6.14M
Puts
$758K
Net Calls
+$5.38M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Prelude Capital Management
New York
$771K +$816K +5,500 New
PP
52
Patron Partners
Texas
$746K +$65.3K +440 +9%
AA
53
Argent Advisors
Louisiana
$739K -$6.38K -43 -0.8%
Citigroup
54
Citigroup
New York
$689K +$340K +2,291 +87%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$682K -$580K -3,908 -45%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$616K -$2.61M -17,605 -80%
JIR
57
James Investment Research
Ohio
$533K -$1.3M -8,777 -70%
Barclays
58
Barclays
United Kingdom
$514K +$545K +3,669 New
PAG
59
Private Advisor Group
New Jersey
$509K -$12.2K -82 -2%
TLFA
60
True Link Financial Advisors
California
$480K
IFA
61
Interactive Financial Advisors
Illinois
$462K +$28.9K +195 +6%
ICP
62
Interchange Capital Partners
Pennsylvania
$461K +$152K +1,023 +45%
FA
63
FDx Advisors
Illinois
$454K +$136K +913 +39%
SWM
64
Spire Wealth Management
Virginia
$406K +$463K +3,122 New
SFA
65
Source Financial Advisors
New York
$402K +$10.4K +70 +3%
GM
66
GeoWealth Management
Illinois
$402K +$59.8K +403 +16%
Betterment LLC
67
Betterment LLC
New York
$386K +$118K +797 +41%
WCM
68
Wealthcare Capital Management
Virginia
$373K -$1.03M -6,915 -72%
IP
69
Intellectus Partners
California
$371K +$393K +2,650 New
TWM
70
TriaGen Wealth Management
California
$353K -$9.65K -65 -3%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$340K +$54.9K +370 +18%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$323K -$42.7K -288 -11%
GG
73
GenWealth Group
New Jersey
$302K
SFM
74
Signet Financial Management
New Jersey
$297K -$128K -864 -29%
LFAS
75
Level Four Advisory Services
Texas
$289K +$47.8K +322 +19%

TLH Hedge Fund Activity: Q1 2021 in Review

133 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2021, worth a combined $825M — down 25% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of TLH and 19 opened new positions — a net loss of 20 holders — while 47 trimmed existing stakes and 42 added.

The largest buyer was Bank of America, adding an estimated $41.3M. The largest seller was AssetMark Inc, cutting an estimated $114M.

  • 133 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2021, down from 154 in Q4 2020.
  • Funds reported $825M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2021, down 25% quarter-over-quarter.
  • 19 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2021 and 39 closed out, a net change of -20 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2021 was Bank of America, an estimated $41.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2021 was AssetMark Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2021.