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iShares 10-20 Year Treasury Bond ETF

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$426M)

64% more funds holding

Funds holding: 124203 (+79)

0.2% more ownership

Funds ownership: 68.25%68.46% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

99% less call options, than puts

Call options by funds: $250K | Put options by funds: $49.3M

Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
76
Biltmore Capital Advisors
New Jersey
$743K +$761K +5,053 New
1WM
77
1900 Wealth Management
Texas
$731K +$748K +4,966 New
CWM
78
CCG Wealth Management
California
$696K +$713K +4,729 New
IWP
79
Icon Wealth Partners
Texas
$693K +$710K +4,714 New
PFG
80
PAX Financial Group
Texas
$636K +$652K +4,326 New
SL
81
SWMG LLC
Texas
$635K +$650K +4,316 New
BA
82
Bridge Advisory
California
$628K
Nomura Asset Management
83
Nomura Asset Management
Japan
$588K +$603K +4,000 New
IFA
84
Interactive Financial Advisors
Illinois
$580K +$93K +617 +19%
JIR
85
James Investment Research
Ohio
$578K +$18.8K +125 +3%
Prudential Financial
86
Prudential Financial
New Jersey
$577K +$331K +2,195 +134%
AF
87
Advisornet Financial
Minnesota
$572K +$586K +3,892 New
SWM
88
Spire Wealth Management
Virginia
$563K +$92.7K +615 +19%
HPC
89
Hobart Private Capital
North Carolina
$541K +$554K +3,679 New
CF
90
Centaurus Financial
California
$510K +$522K +3,466 New
TLFA
91
True Link Financial Advisors
California
$504K
I
92
INVST
Indiana
$502K +$514K +3,413 New
IP
93
Intellectus Partners
California
$489K +$301 +2 +0.1%
SMG
94
Spectrum Management Group
Indiana
$470K +$481K +3,193 New
HI
95
Harbour Investments
Wisconsin
$466K +$394K +2,612 +470%
W
96
WealthOne
New York
$446K +$457K +3,035 New
AP
97
Advisors Preferred
Maryland
$436K +$444K +2,948 New
PP
98
Patron Partners
Texas
$424K +$35.4K +235 +9%
TWM
99
TriaGen Wealth Management
California
$413K +$28.8K +191 +7%
Betterment LLC
100
Betterment LLC
New York
$406K -$1.81K -12 -0.4%

TLH Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2021, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TLH positions and 15 closed out — a net gain of 82 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $173M. The largest seller was RiverFront Investment Group, cutting an estimated $10.7M.

  • 203 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $1.04B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2021, up 70% quarter-over-quarter.
  • 97 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2021 and 15 closed out, a net change of +82 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2021.