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iShares 10-20 Year Treasury Bond ETF

102 hedge funds and large institutions have $617M invested in iShares 10-20 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more funds holding

Funds holding: 95102 (+7)

0% more capital invested

Capital invested by funds: $616M → $617M (+$1.77M)

4.62% less ownership

Funds ownership: 67.79%63.16% (-4.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
21
Increased
38
Reduced
32
Closed
13
Calls
$317K
Puts
Net Calls
+$317K
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IndexIQ Advisors
New York
$188K -$246K -1,836 -57%
AP
77
Advisors Preferred
Maryland
$178K +$173K +1,292 New
CFS
78
Ceros Financial Services
Maryland
$178K +$173K +1,292 New
BA
79
Belvedere Advisors
California
$95K +$93K +695 New
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$86K +$66.3K +496 +384%
ESB
81
Essex Savings Bank
Connecticut
$28K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$27K +$14K +105 +117%
AWMS
83
Advocacy Wealth Management Services
Georgia
$26K -$18.9K -141 -43%
BCA
84
Bray Capital Advisors
Florida
$24K
William Blair & Company
85
William Blair & Company
Illinois
$24K +$23K +172 New
CA
86
Cetera Advisors
Colorado
$17K +$16.6K +124 New
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
FHA
88
Flagship Harbor Advisors
Massachusetts
$14K
SF
89
Synovus Financial
Georgia
$12K -$8.03K -60 -41%
Citigroup
90
Citigroup
New York
$12K +$2.67K +20 +31%
GWMIA
91
Global Wealth Management Investment Advisory
Florida
$11K +$11.1K +83 New
WPA
92
West Paces Advisors
Georgia
$9.08K
NFG
93
Next Financial Group
Texas
$9K -$700K -5,234 -99%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$9K +$134 +1 +2%
NFH
95
NEXT Financial Holdings
Texas
$9K +$9.23K +69 New
WCM
96
WealthBridge Capital Management
Ohio
$7K +$6.82K +51 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.96K +52 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$5K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.6K +12 New
RCAG
100
Rehmann Capital Advisory Group
Michigan
$312 +$268 +2 New

TLH Hedge Fund Activity: Q1 2019 in Review

102 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2019, worth a combined $617M — up 0.29% from $616M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TLH positions and 13 closed out — a net gain of 8 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $21.9M. The largest seller was RiverFront Investment Group, cutting an estimated $47M.

  • 102 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2019, up from 95 in Q4 2018.
  • Funds reported $617M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2019, up 0.29% quarter-over-quarter.
  • 21 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2019 and 13 closed out, a net change of +8 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2019 was Jane Street, an estimated $21.9M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2019 was RiverFront Investment Group, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2019.