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iShares 10-20 Year Treasury Bond ETF

117 hedge funds and large institutions have $726M invested in iShares 10-20 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $617M → $726M (+$108M)

15% more funds holding

Funds holding: 102117 (+15)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

1.02% more ownership

Funds ownership: 63.16%64.19% (+1%)

5% more call options, than puts

Call options by funds: $272K | Put options by funds: $258K

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
26
Increased
40
Reduced
36
Closed
9
Calls
$272K
Puts
$258K
Net Calls
+$14K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$23K +$12.2K +88 +131%
CFB
102
Cullen/Frost Bankers
Texas
$18K +$17.7K +128 New
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
FHA
104
Flagship Harbor Advisors
Massachusetts
$14K +$138 +1 +1%
SF
105
Synovus Financial
Georgia
$12K
RCAG
106
Rehmann Capital Advisory Group
Michigan
$10.5K +$9.82K +71 +3,550%
WPA
107
West Paces Advisors
Georgia
$9.45K
HWM
108
Holloway Wealth Management
Florida
$8K
BA
109
Belvedere Advisors
California
$6K -$90.7K -656 -94%
AF
110
Advisornet Financial
Minnesota
$6K +$5.53K +40 New
CIAS
111
Capital Investment Advisory Services
North Carolina
$5K
APA
112
American Portfolios Advisors
New York
$2.86K +$2.77K +20 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K
S
114
SignatureFD
Georgia
$1K +$691 +5 New
WIM
115
Westside Investment Management
California
$114 +$111K +800 New
GG
116
GenWealth Group
New Jersey
-$14.2M -104,572 Closed
Wolverine Trading
117
Wolverine Trading
Illinois
-$4.75M -34,315 Closed
NAM
118
NorthCoast Asset Management
Connecticut
-$1.68M -12,225 Closed
AP
119
Advisors Preferred
Maryland
-$178K -1,292 Closed
ESB
120
Essex Savings Bank
Connecticut
-$28K -200 Closed
CA
121
Cetera Advisors
Colorado
-$17K -124 Closed
GWMIA
122
Global Wealth Management Investment Advisory
Florida
-$11K -83 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-$7K -52 Closed
WCM
124
WealthBridge Capital Management
Ohio
-$7K -51 Closed
CFA
125
Carroll Financial Associates
North Carolina
+$553 +4 New

TLH Hedge Fund Activity: Q2 2019 in Review

117 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2019, worth a combined $726M — up 18% from $617M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TLH positions and 9 closed out — a net gain of 17 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $48.2M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 117 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2019, up from 102 in Q1 2019.
  • Funds reported $726M of iShares 10-20 Year Treasury Bond ETF stock for Q2 2019, up 18% quarter-over-quarter.
  • 26 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2019 and 9 closed out, a net change of +17 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2019 was Itau Unibanco Holding S.A., an estimated $48.2M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2019 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2019.