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iShares 10-20 Year Treasury Bond ETF

242 hedge funds and large institutions have $1.09B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

19% more funds holding

Funds holding: 203242 (+39)

5% more capital invested

Capital invested by funds: $1.04B → $1.09B (+$52.8M)

2.96% more ownership

Funds ownership: 68.46%71.42% (+3%)

Holders
242
Holders Change
+39
Holders Change %
+19.21%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
73
Increased
94
Reduced
52
Closed
29
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Maripau Wealth Management
Indiana
$585K +$625K +4,219 New
JIR
102
James Investment Research
Ohio
$584K +$296 +2 +0.1%
SWM
103
Spire Wealth Management
Virginia
$578K +$9.77K +66 +2%
BCM
104
Beaumont Capital Management
Massachusetts
$550K +$550K +3,712 New
JC
105
JB Capital
Connecticut
$544K +$542K +3,663 New
CF
106
Centaurus Financial
California
$529K +$14.7K +99 +3%
Betterment LLC
107
Betterment LLC
New York
$522K +$112K +758 +27%
TLFA
108
True Link Financial Advisors
California
$509K
Prudential Financial
109
Prudential Financial
New Jersey
$494K -$71.8K -485 -13%
BRWA
110
B. Riley Wealth Advisors
Florida
$483K +$96.2K +650 +25%
OAP
111
One Advisory Partners
Kansas
$482K +$95.9K +648 +25%
WIA
112
World Investment Advisors
California
$477K +$509K +3,437 New
IP
113
Ignite Planners
California
$476K +$496K +3,350 New
CAN
114
Cetera Advisor Networks
California
$474K -$2.16M -14,615 -82%
CCA
115
Checchi Capital Advisers
California
$467K +$165K +1,113 +55%
CSPAM
116
Cary Street Partners Asset Management
Virginia
$454K +$453K +3,058 New
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$452K +$109K +733 +32%
HI
118
Harbour Investments
Wisconsin
$450K -$20.4K -138 -4%
SMG
119
Spectrum Management Group
Indiana
$447K -$27.1K -183 -6%
TSA
120
Tri-Star Advisors
Texas
$430K +$81.6K +551 +23%
AP
121
Advisors Preferred
Maryland
$429K
SW
122
SteelPeak Wealth
California
$426K +$73.3K +495 +21%
FWP
123
Firethorn Wealth Partners
Georgia
$426K +$425K +2,872 New
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$424K +$266K +1,798 +170%
PP
125
Patron Partners
Texas
$424K -$4K -27 -0.9%

TLH Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2021, worth a combined $1.09B — up 5.1% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 29 closed out — a net gain of 44 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $17.9M.

  • 242 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.09B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2021 and 29 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2021 was BlackRock, an estimated $13.6M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2021.