We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

123 hedge funds and large institutions have $623M invested in iShares 10-20 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $531K | Put options by funds: $445K

2.14% more ownership

Funds ownership: 62.64%64.78% (+2.1%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding

Funds holding: 123123 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

15% less capital invested

Capital invested by funds: $730M → $623M (-$107M)

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
43
Reduced
44
Closed
22
Calls
$531K
Puts
$445K
Net Calls
+$86K
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$394K -$111K -758 -22%
NIC
77
Northwest Investment Counselors
Oregon
$349K +$147 +1 +0%
MIFH
78
Migdal Insurance & Financial Holdings
Israel
$346K -$10.7K -73 -3%
Betterment LLC
79
Betterment LLC
New York
$322K -$1.61K -11 -0.5%
TSS
80
Two Sigma Securities
New York
$309K +$315K +2,150 New
PCIA
81
Prime Capital Investment Advisors
Kansas
$294K +$111K +760 +59%
FHC
82
First Heartland Consultants
Missouri
$275K +$2.2K +15 +0.8%
RJT
83
Raymond James Trust
Florida
$272K -$11.6K -79 -4%
RFC
84
Regions Financial Corp
Alabama
$257K +$3.81K +26 +1%
PA
85
Parallel Advisors
California
$255K +$41.2K +281 +19%
AI
86
Atria Investments
North Carolina
$247K +$22.1K +151 +10%
CWS
87
Cypress Wealth Services
California
$234K -$733 -5 -0.3%
PAG
88
Private Advisor Group
New Jersey
$227K +$3.37K +23 +1%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$212K +$189K +1,292 +698%
DJSG
90
D.J. St. Germain
Massachusetts
$209K +$9.53K +65 +5%
LFG
91
LifePlan Financial Group
Ohio
$170K +$48.7K +332 +39%
CL
92
Cabana LLC
Arkansas
$166K +$169K +1,153 New
IFAM
93
Institutional & Family Asset Management
Colorado
$166K +$169K +1,155 New
AIG
94
American International Group
New York
$158K +$88K +600 +120%
CIAS
95
CBIZ Investment Advisory Services
Ohio
$150K
PR
96
Payden & Rygel
California
$131K
SG Americas Securities
97
SG Americas Securities
New York
$117K -$17K -116 -12%
IA
98
IFP Advisors
Florida
$94K +$70.1K +478 +273%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$74K -$1.32K -9 -2%
HNB
100
Huntington National Bank
Ohio
$74K +$75.2K +513 New

TLH Hedge Fund Activity: Q4 2019 in Review

123 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2019, worth a combined $623M — down 15% from $730M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TLH positions and 22 closed out — a net gain of 1 holder — while 43 added to existing stakes and 44 trimmed.

The largest buyer was Cadinha & Co, opening a new position worth an estimated $7.8M. The largest seller was AssetMark Inc, cutting an estimated $46.9M.

  • 123 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $623M of iShares 10-20 Year Treasury Bond ETF stock for Q4 2019, down 15% quarter-over-quarter.
  • 23 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2019 and 22 closed out, a net change of +1 holder.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2019 was Cadinha & Co, an estimated $7.8M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2019 was AssetMark Inc, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2019.