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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
76
Net Worth Advisory Group
Utah
$8.11M +$22K +213 +0.3%
1NWS
77
1 North Wealth Services
Maryland
$7.94M +$8.25M +79,762 New
CCM
78
Coldstream Capital Management
Washington
$7.88M -$233K -2,253 -3%
CIM
79
Confluence Investment Management
Missouri
$7.66M +$94.9K +917 +1%
BlackRock
80
BlackRock
New York
$7.35M -$3.84M -37,101 -33%
OIA
81
OneDigital Investment Advisors
Kansas
$7.26M +$1.37M +13,275 +22%
TF
82
Trek Financial
Arizona
$7.22M +$346K +3,343 +5%
IWC
83
Integrated Wealth Concepts
Massachusetts
$7.01M +$637K +6,153 +10%
EPW
84
Evergreen Private Wealth
Colorado
$6.86M +$2.88M +27,871 +68%
HFS
85
Hughes Financial Services
Virginia
$6.81M +$7.08M +68,452 New
SC
86
Scotia Capital
Ontario, Canada
$6.46M +$43.1K +417 +0.6%
IWM
87
IHT Wealth Management
Illinois
$6.32M +$3.03M +29,272 +86%
MIFH
88
Migdal Insurance & Financial Holdings
Israel
$6M +$3.38M +32,670 +118%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$5.99M +$4.93M +47,642 +379%
MWM
90
Modern Wealth Management
Kansas
$5.89M +$6.12M +59,187 New
CA
91
Cresta Advisors
Texas
$5.79M
NSLI
92
Nan Shan Life Insurance
Taiwan
$5.44M
AI
93
Atria Investments
North Carolina
$5.4M +$5.17K +50 +0.1%
NB
94
Nicolet Bankshares
Wisconsin
$5.25M +$754K +7,291 +16%
PPWP
95
Premier Path Wealth Partners
New Jersey
$5.21M +$327K +3,163 +6%
FIA
96
Foundations Investment Advisors
Arizona
$5.05M +$552K +5,337 +12%
PFS
97
Prospera Financial Services
Texas
$5.01M +$4.32M +41,784 +491%
AFA
98
AllGen Financial Advisors
Florida
$5M -$10.2M -98,509 -66%
QWP
99
Quotient Wealth Partners
Texas
$4.97M +$800K +7,728 +18%
SFI
100
SPC Financial Inc
Maryland
$4.83M +$370K +3,575 +8%

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.