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iShares 10-20 Year Treasury Bond ETF

242 hedge funds and large institutions have $1.09B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

19% more funds holding

Funds holding: 203242 (+39)

5% more capital invested

Capital invested by funds: $1.04B → $1.09B (+$52.8M)

2.96% more ownership

Funds ownership: 68.46%71.42% (+3%)

Holders
242
Holders Change
+39
Holders Change %
+19.21%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
73
Increased
94
Reduced
52
Closed
29
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
51
One Day In July LLC
Vermont
$1.92M -$96.7K -653 -5%
FCA
52
FLC Capital Advisors
California
$1.91M +$1.68M +11,339 +727%
VFM
53
Vivid Financial Management
California
$1.91M +$337K +2,276 +22%
VWA
54
Visionary Wealth Advisors
Illinois
$1.86M +$1.86M +12,562 New
BA
55
Ballew Advisors
Mississippi
$1.83M -$770K -5,202 -29%
CCFM
56
Clear Creek Financial Management
Washington
$1.82M +$334K +2,254 +23%
T
57
TCWP
Ohio
$1.78M +$1.78M +12,005 New
AI
58
Atria Investments
North Carolina
$1.72M -$26.5K -179 -2%
APW
59
Austin Private Wealth
Texas
$1.69M +$223K +1,507 +15%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.61M -$1.25M -8,446 -44%
C1AG
61
Client 1st Advisory Group
Florida
$1.57M +$701K +4,736 +81%
FTA
62
Financial & Tax Architects
Missouri
$1.56M -$169K -1,143 -10%
ASN
63
Advisory Services Network
Georgia
$1.51M +$129K +870 +9%
NFG
64
Next Financial Group
Texas
$1.49M +$1.46M +9,889 +5,619%
GM
65
GeoWealth Management
Illinois
$1.37M -$1.43M -9,665 -51%
TF
66
Trek Financial
Arizona
$1.25M +$838K +5,659 +205%
CWA
67
Clearview Wealth Advisors
Oregon
$1.23M +$109K +739 +10%
I
68
INVST
Indiana
$1.19M +$761K +5,138 +151%
BHWM
69
Bay Harbor Wealth Management
Maryland
$1.18M +$997K +6,735 +414%
T
70
TNF
Montana
$1.13M +$37.6K +254 +3%
SFS
71
Security Financial Services
Indiana
$1.12M +$1.12M +7,575 New
CWG
72
Crown Wealth Group
North Carolina
$1.11M +$1.11M +7,496 New
LNC
73
Lincoln National Corp
Pennsylvania
$1.07M +$139K +936 +15%
SPAS
74
Spectrum Planning & Advisory Services
California
$1.06M +$67.1K +453 +7%
VC
75
Vicus Capital
Pennsylvania
$1.04M +$114K +771 +12%

TLH Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2021, worth a combined $1.09B — up 5.1% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 29 closed out — a net gain of 44 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $17.9M.

  • 242 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.09B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2021 and 29 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2021 was BlackRock, an estimated $13.6M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2021.