iShares 10-20 Year Treasury Bond ETF
TLH
78 hedge funds and large institutions have $378M invested in iShares 10-20 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
85% more capital invested
Capital invested by funds: $205M → $378M (+$173M)
18.71% more ownership
Funds ownership: 42.88% → 61.59% (+19%)
16% more funds holding
Funds holding: 67 → 78 (+11)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$70.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.5M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$22.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.06M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.39M |
| 2 |
Jane Street
New York
|
-$2.74M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.77M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.75M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| $3K | – | – | – |
|
|
77
Fidelity Investments
Boston,
Massachusetts
| – | -$1.75M | -12,800 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$1.11M | -8,106 | Closed |
|
|
HS
79
HighVista Strategies
Boston,
Massachusetts
| – | -$809K | -5,934 | Closed |
|
80
Creative Planning
Overland Park,
Kansas
| – | -$83K | -607 | Closed |
|
|
IA
81
IndexIQ Advisors
New York
| – | -$20K | -143 | Closed |
|
|
GWM
82
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -10 | Closed |
|
83
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$412 | +3 | New |
|
TLH Hedge Fund Activity: Q3 2017 in Review
78 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2017, worth a combined $378M — up 85% from $205M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TLH positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $70.9M. The largest seller was Morgan Stanley, cutting an estimated $3.39M.
- 78 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2017, up from 67 in Q2 2017.
- Funds reported $378M of iShares 10-20 Year Treasury Bond ETF stock for Q3 2017, up 85% quarter-over-quarter.
- 17 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2017 and 6 closed out, a net change of +11 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2017 was United Capital Financial Advisors, an estimated $70.9M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2017 was Morgan Stanley, an estimated $3.39M sold.
Based on aggregated 13F filings for Q3 2017.