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iShares 10-20 Year Treasury Bond ETF

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$426M)

64% more funds holding

Funds holding: 124203 (+79)

0.2% more ownership

Funds ownership: 68.25%68.46% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

99% less call options, than puts

Call options by funds: $250K | Put options by funds: $49.3M

Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NWAM LLC
Washington
$405K +$415K +2,754 New
TF
102
Trek Financial
Arizona
$405K +$415K +2,754 New
OAP
103
One Advisory Partners
Kansas
$383K +$392K +2,603 New
BRWA
104
B. Riley Wealth Advisors
Florida
$383K +$392K +2,604 New
SB
105
Strategic Blueprint
Georgia
$383K +$393K +2,606 New
BAM
106
Belpointe Asset Management
Nevada
$370K +$379K +2,514 New
TSA
107
Tri-Star Advisors
Texas
$359K +$365K +2,425 New
KPWS
108
Kestra Private Wealth Services
Texas
$358K +$366K +2,431 New
VAS
109
Vestmark Advisory Solutions
Massachusetts
$356K +$61K +405 +20%
SFA
110
Source Financial Advisors
New York
$350K +$6.18K +41 +2%
SW
111
SteelPeak Wealth
California
$349K +$358K +2,374 New
RIA
112
Regal Investment Advisors
Michigan
$349K +$358K +2,376 New
IWC
113
Integrated Wealth Concepts
Massachusetts
$345K +$353K +2,344 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$348K +2,310 New
FA
115
FDx Advisors
Illinois
$319K -$20K -133 -6%
CCA
116
Checchi Capital Advisers
California
$299K +$25.8K +171 +9%
CFGS
117
Concourse Financial Group Securities
Alabama
$299K +$306K +2,033 New
SHJ
118
Sharkey, Howes & Javer
Colorado
$298K +$305K +2,026 New
RF
119
RHS Financial
California
$294K +$302K +2,002 New
MCIA
120
Mountain Capital Investment Advisors
Colorado
$291K +$302K +2,004 New
CFD
121
Creative Financial Designs
Indiana
$286K +$293K +1,946 New
LWM
122
Liberty Wealth Management
California
$283K +$290K +1,923 New
CC
123
Cadinha & Co
Hawaii
$282K
CA
124
Cetera Advisors
Colorado
$275K +$282K +1,871 New
JP Morgan Chase
125
JP Morgan Chase
New York
$270K -$176K -1,166 -39%

TLH Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2021, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TLH positions and 15 closed out — a net gain of 82 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $173M. The largest seller was RiverFront Investment Group, cutting an estimated $10.7M.

  • 203 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $1.04B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2021, up 70% quarter-over-quarter.
  • 97 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2021 and 15 closed out, a net change of +82 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2021.