We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

124 hedge funds and large institutions have $612M invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 133124 (-9)

7.2% less ownership

Funds ownership: 75.45%68.25% (-7.2%)

26% less capital invested

Capital invested by funds: $825M → $612M (-$213M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

47% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 53

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
28
Reduced
53
Closed
23
Calls
$5.85M
Puts
Net Calls
+$5.85M
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
West Paces Advisors
Georgia
$9.7K
AWMS
102
Advocacy Wealth Management Services
Georgia
$9K
NFSG
103
Newbridge Financial Services Group
Florida
$9K
AssetMark Inc
104
AssetMark Inc
California
$8K -$20.5K -143 -73%
HS
105
Horan Securities
United States
$8K
SSB
106
Sandy Spring Bank
Maryland
$8K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$6K -$2.44K -17 -30%
S
108
SignatureFD
Georgia
$6K -$1.43K -10 -21%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$6K +$6.02K +42 New
GWSG
110
GPS Wealth Strategies Group
Colorado
$4K -$3.44K -24 -44%
EIP
111
Ellis Investment Partners
Pennsylvania
$4K -$143 -1 -3%
LWP
112
Lumature Wealth Partners
Georgia
$4K +$4.16K +29 New
BA
113
Bellwether Advisors
Nebraska
$3K -$860 -6 -20%
CFN
114
Cordasco Financial Network
Florida
$3K
FFA
115
Founders Financial Alliance
North Carolina
$3K
CP
116
Castleview Partners
Texas
$3K +$2.72K +19 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2K
BU
118
BBVA USA
Alabama
$2K +$2.44K +17 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$2K +$2.44K +17 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$1K +$1K +7 New
AIG
121
American International Group
New York
$206
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
-$1.48M -10,575 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$1.49M -10,415 Closed
AI
124
AdvisorShares Investments
Maryland
-$1.12M -7,976 Closed
RCM
125
Rain Capital Management
Oregon
-$812K -5,795 Closed

TLH Hedge Fund Activity: Q2 2021 in Review

124 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2021, worth a combined $612M — down 26% from $825M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TLH and 15 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 28 added.

The largest buyer was Jane Street, adding an estimated $14.1M. The largest seller was Bank of America, cutting an estimated $95.4M.

  • 124 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2021, down from 133 in Q1 2021.
  • Funds reported $612M of iShares 10-20 Year Treasury Bond ETF stock for Q2 2021, down 26% quarter-over-quarter.
  • 15 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2021 and 23 closed out, a net change of -8 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2021 was Jane Street, an estimated $14.1M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2021 was Bank of America, an estimated $95.4M sold.

Based on aggregated 13F filings for Q2 2021.