We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

125 hedge funds and large institutions have $776M invested in iShares 10-20 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $1.52M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $623M → $776M (+$152M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

4.13% more ownership

Funds ownership: 64.78%68.91% (+4.1%)

2% more funds holding

Funds holding: 123125 (+2)

46% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 57

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.75%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
26
Increased
31
Reduced
57
Closed
21
Calls
$2.62M
Puts
$1.52M
Net Calls
+$1.09M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Carroll Financial Associates
North Carolina
$101K +$93K +602 +15,050%
IA
102
IFP Advisors
Florida
$97K -$11K -71 -11%
APA
103
American Portfolios Advisors
New York
$94.6K +$33.8K +219 +63%
LSA
104
Lion Street Advisors
Texas
$60K +$55K +356 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$51K -$32.9K -213 -41%
PCM
106
Penserra Capital Management
California
$46K +$43.1K +279 New
US Bancorp
107
US Bancorp
Minnesota
$43K
William Blair & Company
108
William Blair & Company
Illinois
$38K +$12.2K +79 +54%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$31K -$199K -1,291 -87%
AWMS
110
Advocacy Wealth Management Services
Georgia
$31K
BCA
111
Bray Capital Advisors
Florida
$29K
PA
112
Procyon Advisors
Connecticut
$26K +$23.6K +153 New
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K -$16.2K -105 -48%
FHA
114
Flagship Harbor Advisors
Massachusetts
$18K
CAAS
115
Capital Asset Advisory Services
Michigan
$14K
WPA
116
West Paces Advisors
Georgia
$11.1K
CHA
117
Carmichael Hill & Associates
Maryland
$11K -$3.55K -23 -27%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$10K +$9.27K +60 New
SSB
119
Sandy Spring Bank
Maryland
$9K -$5.41K -35 -39%
PB
120
Pinnacle Bancorp
Nebraska
$8K +$7.57K +49 New
DWM
121
Darwin Wealth Management
Florida
$8K +$7.72K +50 New
JCM
122
Jacobi Capital Management
Pennsylvania
$6K +$5.41K +35 New
EIP
123
Ellis Investment Partners
Pennsylvania
$5K +$4.94K +32 New
SF
124
Synovus Financial
Georgia
$4K -$17K -110 -83%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2K

TLH Hedge Fund Activity: Q1 2020 in Review

125 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2020, worth a combined $776M — up 24% from $623M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TLH positions and 21 closed out — a net gain of 5 holders — while 31 added to existing stakes and 57 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $64.1M. The largest seller was BlackRock, cutting an estimated $47.6M.

  • 125 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2020, up from 123 in Q4 2019.
  • Funds reported $776M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2020, up 24% quarter-over-quarter.
  • 26 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2020 and 21 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2020 was Bank of Montreal, an estimated $64.1M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2020 was BlackRock, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2020.