TLH icon

iShares 10-20 Year Treasury Bond ETF
TLH

Overview Fund Activity

417 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 146 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+71
Holders Change %
+20.52%
% of All Funds
6.11%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
130
Increased
146
Reduced
114
Closed
52
Calls
$11.1M
Puts
$2.84M
Net Calls
+$8.26M
Net Calls Change
+$8.58M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$197M
2
Wells Fargo
Wells Fargo
California
+$179M
3
JHU
Johns Hopkins University
Maryland
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M
5
CCM
Coldstream Capital Management
Washington
+$79.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$280M
2
RBA
Richard Bernstein Advisors
New York
-$223M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
CWM
Congress Wealth Management
Massachusetts
-$107M
5
Jane Street
Jane Street
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$7.08M +$1.94M +17,879 +38%
IWM
77
IHT Wealth Management
Illinois
$7.06M +$7.06M +65,221 New
RHP
78
Royal Harbor Partners
Texas
$6.99M +$456K +4,208 +7%
RCG
79
Regatta Capital Group
California
$6.83M +$6.83M +63,103 New
PS
80
Principal Securities
Iowa
$6.64M +$6.64M +61,376 New
MA
81
Mutual Advisors
Nebraska
$6.58M +$5.97M +55,131 +983%
TCA
82
Transcend Capital Advisors
New Jersey
$6.53M -$3.93M -36,276 -38%
FCAM
83
First Citizens Asset Management
North Carolina
$6.51M +$1.67M +15,293 +35%
AI
84
Arvest Investments
Arkansas
$6.45M +$6.45M +59,569 New
SC
85
Scotia Capital
Ontario, Canada
$6.43M +$193K +1,783 +3%
FFN
86
Focus Financial Network
Minnesota
$6.3M +$5.43M +50,143 +623%
DWP
87
Daymark Wealth Partners
Ohio
$6.08M -$615K -5,678 -9%
PAG
88
Private Advisor Group
New Jersey
$6.05M -$1.31M -12,142 -18%
KF
89
Krilogy Financial
Missouri
$5.94M -$1.86M -17,172 -24%
HPG
90
Harvest Portfolios Group
Ontario, Canada
$5.82M +$5.45M +50,324 +1,480%
SPIA
91
Steward Partners Investment Advisory
New York
$5.65M +$4.34M +40,116 +333%
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$5.6M +$5.6M +51,734 New
FGAM
93
Financial Gravity Asset Management
Texas
$5.58M +$90.1K +2,029 +2%
AWS
94
Atria Wealth Solutions
New York
$5.34M +$4.26M +39,380 +395%
KeyBank National Association
95
KeyBank National Association
Ohio
$5.3M +$4.48M +41,396 +549%
ACA
96
Affinity Capital Advisors
California
$5.29M +$4.69M +43,363 +789%
ES
97
Eagle Strategies
New York
$5.27M +$5.27M +48,659 New
CA
98
Cresta Advisors
Texas
$5.09M +$189K +1,750 +4%
Comerica Bank
99
Comerica Bank
Texas
$4.94M +$1.65M +15,228 +50%
IWA
100
Icon Wealth Advisors
Texas
$4.93M +$4.93M +45,581 New
2 3
4
5 6