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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$4.04M +$1.78M +14,525 +76%
TF
52
Trek Financial
Arizona
$3.89M +$1.3M +10,577 +49%
SW
53
SteelPeak Wealth
California
$3.62M +$1.03M +8,356 +38%
ACP
54
Aveo Capital Partners
Colorado
$3.5M -$372K -3,029 -9%
OWA
55
One Wealth Advisors
California
$3.45M +$824K +6,715 +31%
IWP
56
Icon Wealth Partners
Texas
$3.44M +$348K +2,834 +11%
SFA
57
Source Financial Advisors
New York
$3.42M +$3.22M +26,277 +1,213%
AWM
58
AE Wealth Management
Kansas
$3.38M +$135K +1,102 +4%
MFG
59
Merit Financial Group
Georgia
$3.38M +$1.95M +15,877 +130%
RA
60
RFG Advisory
Alabama
$3.26M +$1.87M +15,204 +132%
BFG
61
Buttonwood Financial Group
Missouri
$3.17M +$1.97M +16,043 +153%
BA
62
Ballew Advisors
Mississippi
$3.16M +$81.7K +666 +3%
Citadel Advisors
63
Citadel Advisors
Florida
$3.12M +$2.3M +18,768 +261%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$3.11M +$1.85M +15,087 +140%
SHIM
65
Stone House Investment Management
Pennsylvania
$3.03M +$552K +4,501 +22%
CS
66
Comerica Securities
Michigan
$2.9M +$752K +6,130 +34%
PFG
67
PAX Financial Group
Texas
$2.87M +$283K +2,308 +11%
Prudential Financial
68
Prudential Financial
New Jersey
$2.87M +$685K +5,586 +30%
SFS
69
Security Financial Services
Indiana
$2.87M +$1.03M +8,390 +54%
OAP
70
One Advisory Partners
Kansas
$2.81M +$562K +4,584 +24%
APW
71
Austin Private Wealth
Texas
$2.8M +$1.05M +8,575 +58%
FCA
72
FLC Capital Advisors
California
$2.75M +$124K +1,012 +5%
BRWA
73
B. Riley Wealth Advisors
Florida
$2.69M +$285K +2,324 +12%
TSA
74
Tri-Star Advisors
Texas
$2.55M +$1.08M +8,818 +72%
ASN
75
Advisory Services Network
Georgia
$2.51M +$134K +1,094 +6%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.