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iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
76
Synovus Financial
Georgia
$2M -$12.6K -90 -0.6%
APW
77
Austin Private Wealth
Texas
$1.98M +$461K +3,292 +29%
T
78
TNF
Montana
$1.97M +$1.11M +7,927 +100%
KFSC
79
Keystone Financial Services (Colorado)
Colorado
$1.93M +$1.45M +10,377 +183%
EH
80
Equitable Holdings
New York
$1.93M +$1.79M +12,792 +836%
ODIJL
81
One Day In July LLC
Vermont
$1.89M +$150K +1,074 +8%
SRG
82
SBB Research Group
Illinois
$1.86M +$26.9K +192 +1%
CAG
83
Csenge Advisory Group
Florida
$1.83M +$1.9M +13,592 New
TAIM
84
TD Ameritrade Investment Management
Nebraska
$1.76M -$43K -307 -2%
AAG
85
Avalon Advisory Group
Pennsylvania
$1.71M -$414K -2,955 -19%
SMG
86
Spectrum Management Group
Indiana
$1.69M +$1.33M +9,524 +316%
SWA
87
Stratos Wealth Advisors
Ohio
$1.69M +$877K +6,262 +100%
MFG
88
Merit Financial Group
Georgia
$1.64M +$1.71M +12,211 New
SWM
89
Spire Wealth Management
Virginia
$1.58M +$1.09M +7,774 +200%
C1AG
90
Client 1st Advisory Group
Florida
$1.55M +$136K +969 +9%
RA
91
RFG Advisory
Alabama
$1.55M +$1.62M +11,529 New
TSA
92
Tri-Star Advisors
Texas
$1.54M +$1.3M +9,301 +313%
HA
93
HYA Advisors
Missouri
$1.52M +$1.58M +11,266 New
RJFSA
94
Raymond James Financial Services Advisors
Florida
$1.45M -$1.77M -12,607 -54%
PAG
95
Private Advisor Group
New Jersey
$1.44M +$822K +5,865 +122%
BFG
96
Buttonwood Financial Group
Missouri
$1.39M +$1.47M +10,491 New
CWA
97
Clearview Wealth Advisors
Oregon
$1.37M +$266K +1,902 +23%
WCM
98
Wealthcare Capital Management
Virginia
$1.3M -$3.2M -22,828 -70%
BFA
99
BMS Financial Advisors
South Dakota
$1.29M +$1.14M +8,112 +539%
CWS
100
Cypress Wealth Services
California
$1.29M +$1.06M +7,573 +376%

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.