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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
76
Keystone Financial Services (Colorado)
Colorado
$2.47M +$500K +4,073 +25%
T
77
TNF
Montana
$2.41M +$452K +3,686 +23%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$2.39M +$542K +4,421 +29%
CFGS
79
Concourse Financial Group Securities
Alabama
$2.24M +$283K +2,305 +14%
PAG
80
Private Advisor Group
New Jersey
$2.17M +$913K +7,439 +70%
CCFM
81
Clear Creek Financial Management
Washington
$2.12M +$330K +2,687 +18%
WWG
82
West Wealth Group
California
$2.05M -$424K -3,458 -17%
TCA
83
Transcend Capital Advisors
New Jersey
$2.04M +$148K +1,203 +8%
CAN
84
Cetera Advisor Networks
California
$2.02M -$57.2K -466 -3%
HPC
85
Hobart Private Capital
North Carolina
$1.98M +$43.7K +356 +2%
MAG
86
Mayfair Advisory Group
Alabama
$1.92M +$1.91M +15,574 New
EH
87
Equitable Holdings
New York
$1.88M +$167K +1,360 +9%
SF
88
Synovus Financial
Georgia
$1.84M +$58.4K +476 +3%
SWP
89
ShoreHaven Wealth Partners
New Jersey
$1.82M +$1.86M +15,187 New
SRG
90
SBB Research Group
Illinois
$1.66M +$1.84K +15 +0.1%
FIA
91
Foundations Investment Advisors
Arizona
$1.65M +$1.68M +13,711 New
OPS
92
Orion Portfolio Solutions
Nebraska
$1.56M +$650K +5,297 +69%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$1.49M -$90.2K -735 -6%
I
94
INVST
Indiana
$1.49M +$297K +2,419 +25%
BHWM
95
Bay Harbor Wealth Management
Maryland
$1.46M +$373K +3,041 +34%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.44M -$597K -4,869 -29%
Allianz Asset Management
97
Allianz Asset Management
Germany
$1.44M +$1.47M +11,970 New
LPT
98
Legacy Private Trust
Wisconsin
$1.39M -$7.16M -58,326 -83%
WA
99
Wealth Alliance
New York
$1.39M +$385K +3,137 +37%
C1AG
100
Client 1st Advisory Group
Florida
$1.38M -$5.77K -47 -0.4%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.