We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$426M)

64% more funds holding

Funds holding: 124203 (+79)

0.2% more ownership

Funds ownership: 68.25%68.46% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

99% less call options, than puts

Call options by funds: $250K | Put options by funds: $49.3M

Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FTA
51
Financial & Tax Architects
Missouri
$1.71M +$1.76M +11,658 New
CAG
52
Csenge Advisory Group
Florida
$1.64M +$1.67M +11,099 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.59M +$329K +2,183 +25%
VFM
54
Vivid Financial Management
California
$1.56M +$1.59M +10,584 New
OWA
55
One Wealth Advisors
California
$1.55M +$1.59M +10,553 New
CCFM
56
Clear Creek Financial Management
Washington
$1.47M +$1.51M +10,014 New
APW
57
Austin Private Wealth
Texas
$1.46M +$1.49M +9,911 New
ASN
58
Advisory Services Network
Georgia
$1.36M +$801K +5,317 +134%
WCM
59
Wealthcare Capital Management
Virginia
$1.16M
T
60
TNF
Montana
$1.15M +$1.15M +7,634 New
PAG
61
Private Advisor Group
New Jersey
$1.11M +$774K +5,136 +211%
CWA
62
Clearview Wealth Advisors
Oregon
$1.11M +$1.14M +7,563 New
KeyBank National Association
63
KeyBank National Association
Ohio
$1.05M -$4.37K -29 -0.4%
NA
64
NewEdge Advisors
Louisiana
$1.02M +$1.05M +6,942 New
KP
65
Keel Point
Alabama
$1M -$4.19M -27,791 -80%
NAG
66
Northstar Advisory Group
New Jersey
$988K +$1.01M +6,720 New
SPAS
67
Spectrum Planning & Advisory Services
California
$988K +$1.01M +6,720 New
VC
68
Vicus Capital
Pennsylvania
$957K +$465K +3,087 +90%
LNC
69
Lincoln National Corp
Pennsylvania
$923K +$946K +6,277 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$890K +$912K +6,052 New
C1AG
71
Client 1st Advisory Group
Florida
$857K +$878K +5,826 New
SWA
72
Stratos Wealth Advisors
Ohio
$848K +$869K +5,765 New
VWM
73
Venturi Wealth Management
Texas
$773K +$202K +1,339 +34%
UCFA
74
United Capital Financial Advisors
Texas
$768K -$6.03K -40 -0.8%
HFA
75
High Falls Advisors
New York
$752K +$770K +5,110 New

TLH Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2021, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TLH positions and 15 closed out — a net gain of 82 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $173M. The largest seller was RiverFront Investment Group, cutting an estimated $10.7M.

  • 203 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $1.04B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2021, up 70% quarter-over-quarter.
  • 97 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2021 and 15 closed out, a net change of +82 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2021.