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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$16.9M +$4.69M +45,353 +36%
EB
52
Eastern Bank
Massachusetts
$16.2M +$1.6M +15,428 +10%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$16.1M +$8.47M +81,825 +102%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$15.5M +$746K +7,208 +5%
GIM
55
Goelzer Investment Management
Indiana
$15.1M -$1.18M -11,405 -7%
NAS
56
Nicolet Advisory Services
Wisconsin
$15M +$1.33M +12,847 +9%
KP
57
Keel Point
Alabama
$14.2M +$1.71M +16,557 +13%
PAG
58
Private Advisor Group
New Jersey
$13.9M -$3.41M -32,951 -19%
HPG
59
Harvest Portfolios Group
Ontario, Canada
$13.7M +$1.65M +15,920 +13%
DWP
60
Daymark Wealth Partners
Ohio
$12.6M +$1.6M +15,427 +14%
NA
61
NewEdge Advisors
Louisiana
$11.9M +$985K +9,515 +9%
QS
62
Quantitative Strategies
California
$11.8M +$221K +2,138 +2%
Citadel Advisors
63
Citadel Advisors
Florida
$10.9M +$9.08M +87,770 +402%
FLA
64
Financial Life Advisors
Texas
$10.8M +$235K +2,270 +2%
Kovitz Investment Group Partners
65
Kovitz Investment Group Partners
Illinois
$10.2M -$5.59M -54,057 -35%
Mariner
66
Mariner
Kansas
$9.35M +$3.34M +32,299 +52%
Cerity Partners
67
Cerity Partners
New York
$9.34M +$8.78M +84,895 +949%
PFPT
68
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.25M -$3.88M -37,522 -29%
SL
69
Systelligence LLC
Minnesota
$9.07M -$1.23M -11,867 -12%
AI
70
Arvest Investments
Arkansas
$8.93M -$113K -1,094 -1%
BOC
71
Blue Oak Capital
California
$8.81M +$9.16M +88,485 New
AWS
72
Atria Wealth Solutions
New York
$8.53M +$2.26M +21,855 +34%
SW
73
SVB Wealth
Massachusetts
$8.36M +$7.55M +72,993 +664%
ACA
74
Affinity Capital Advisors
California
$8.28M +$805K +7,780 +10%
AF
75
Arrow Financial
New York
$8.11M -$13.8M -133,382 -62%

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.