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iShares 10-20 Year Treasury Bond ETF

125 hedge funds and large institutions have $776M invested in iShares 10-20 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.52M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $623M → $776M (+$152M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

4.13% more ownership

Funds ownership: 64.78%68.91% (+4.1%)

2% more funds holding

Funds holding: 123125 (+2)

46% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 57

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
26
Increased
31
Reduced
57
Closed
21
Calls
$2.62M
Puts
$1.52M
Net Calls
+$1.09M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arete Wealth Advisors
Illinois
$397K +$366K +2,369 New
RFC
77
Regions Financial Corp
Alabama
$395K +$87.7K +568 +32%
SG
78
StoneX Group
New York
$361K +$333K +2,154 New
MIFH
79
Migdal Insurance & Financial Holdings
Israel
$360K -$39.5K -256 -11%
WCM
80
Wealthcare Capital Management
Virginia
$356K -$271K -1,753 -45%
NIC
81
Northwest Investment Counselors
Oregon
$349K -$53.9K -349 -14%
GG
82
GenWealth Group
New Jersey
$335K +$309K +1,999 New
BA
83
Ballew Advisors
Mississippi
$332K -$192K -1,241 -39%
CC
84
Cadinha & Co
Hawaii
$321K -$7.92M -51,309 -96%
RJT
85
Raymond James Trust
Florida
$317K
Betterment LLC
86
Betterment LLC
New York
$303K -$66.9K -433 -19%
PA
87
Parallel Advisors
California
$298K +$154 +1 +0.1%
S
88
SignatureFD
Georgia
$290K +$267K +1,730 New
AIG
89
American International Group
New York
$285K +$92.7K +600 +55%
PAG
90
Private Advisor Group
New Jersey
$245K -$18.5K -120 -8%
DJSG
91
D.J. St. Germain
Massachusetts
$244K
CWS
92
Cypress Wealth Services
California
$239K -$31.5K -204 -13%
BAM
93
BTS Asset Management
Massachusetts
$220K +$169K +1,095 +493%
UIA
94
UBP Investment Advisors
Switzerland
$220K +$202K +1,310 New
LFG
95
LifePlan Financial Group
Ohio
$217K +$16.4K +106 +9%
CIAS
96
CBIZ Investment Advisory Services
Ohio
$175K
SFS
97
Sowell Financial Services
Arkansas
$162K +$131K +846 +693%
BAM
98
Belpointe Asset Management
Nevada
$158K +$146K +945 New
PR
99
Payden & Rygel
California
$152K
PCIA
100
Prime Capital Investment Advisors
Kansas
$103K -$221K -1,434 -70%

TLH Hedge Fund Activity: Q1 2020 in Review

125 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2020, worth a combined $776M — up 24% from $623M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TLH positions and 21 closed out — a net gain of 5 holders — while 31 added to existing stakes and 57 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $64.1M. The largest seller was BlackRock, cutting an estimated $47.6M.

  • 125 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2020, up from 123 in Q4 2019.
  • Funds reported $776M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2020, up 24% quarter-over-quarter.
  • 26 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2020 and 21 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2020 was Bank of Montreal, an estimated $64.1M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2020 was BlackRock, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2020.