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iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
Trek Financial
Arizona
$2.93M +$1.87M +13,382 +159%
SW
52
SteelPeak Wealth
California
$2.93M +$2.65M +18,885 +658%
PFG
53
PAX Financial Group
Texas
$2.91M +$2.42M +17,304 +402%
KFS
54
Kelly Financial Services
Massachusetts
$2.91M +$3.01M +21,520 +29,889%
SHIM
55
Stone House Investment Management
Pennsylvania
$2.79M +$2.34M +16,716 +415%
WWG
56
West Wealth Group
California
$2.76M -$328K -2,343 -10%
BRWA
57
B. Riley Wealth Advisors
Florida
$2.7M +$2.36M +16,834 +517%
ASN
58
Advisory Services Network
Georgia
$2.66M +$1.35M +9,634 +95%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$2.58M +$1.16M +8,273 +76%
OAP
60
One Advisory Partners
Kansas
$2.53M +$2.18M +15,573 +479%
Prudential Financial
61
Prudential Financial
New Jersey
$2.49M +$2.13M +15,182 +454%
Truist Financial
62
Truist Financial
North Carolina
$2.43M +$514K +3,670 +26%
CS
63
Comerica Securities
Michigan
$2.43M +$2.27M +16,183 +877%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.37M +$2.37M +16,886 New
CAN
65
Cetera Advisor Networks
California
$2.32M +$1.97M +14,052 +440%
T
66
TCWP
Ohio
$2.31M +$718K +5,127 +43%
PFA
67
Pettinga Financial Advisors
Indiana
$2.27M +$2.37M +16,901 New
FTUS
68
Flow Traders U.S.
New York
$2.27M -$510K -3,638 -18%
CFGS
69
Concourse Financial Group Securities
Alabama
$2.2M +$1.99M +14,191 +656%
HPC
70
Hobart Private Capital
North Carolina
$2.17M +$1.68M +12,021 +291%
TCA
71
Transcend Capital Advisors
New Jersey
$2.13M +$145K +1,037 +7%
SFS
72
Security Financial Services
Indiana
$2.08M +$1.11M +7,901 +104%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$2.08M +$1.32M +9,453 +157%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.02M -$29.3K -209 -1%
CCFM
75
Clear Creek Financial Management
Washington
$2.01M +$375K +2,675 +22%

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.