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iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$1.24M +$894K +6,382 +228%
BHWM
102
Bay Harbor Wealth Management
Maryland
$1.22M +$100K +715 +9%
SL
103
SWMG LLC
Texas
$1.22M +$607K +4,331 +92%
BCM
104
Brookstone Capital Management
Illinois
$1.2M +$1.03M +7,387 +352%
VHAM
105
Van Hulzen Asset Management
California
$1.18M +$1.22M +8,733 New
I
106
INVST
Indiana
$1.17M +$165K +1,177 +14%
WA
107
Wealth Alliance
New York
$1.13M +$1.18M +8,407 New
VWM
108
Venturi Wealth Management
Texas
$1.13M +$546K +3,898 +87%
TWM
109
Tradition Wealth Management
Minnesota
$1.11M +$909K +6,486 +367%
GF
110
Gries Financial
Ohio
$1.09M +$1.14M +8,126 New
AR
111
Apeiron RIA
Texas
$1.07M +$536K +3,823 +86%
SPAS
112
Spectrum Planning & Advisory Services
California
$1.04M +$82.9K +592 +8%
OPS
113
Orion Portfolio Solutions
Nebraska
$1.03M +$1.08M +7,687 New
LWM
114
Liberty Wealth Management
California
$1.02M +$1.06M +7,596 New
SWM
115
SigFig Wealth Management
California
$1.01M +$1.02M +7,301 New
VC
116
Vicus Capital
Pennsylvania
$1.01M +$30.4K +217 +3%
CA
117
Cetera Advisors
Colorado
$1.01M +$819K +5,848 +360%
SB
118
Strategic Blueprint
Georgia
$974K +$329K +2,352 +48%
Citadel Advisors
119
Citadel Advisors
Florida
$968K -$8.82M -62,968 -90%
LNC
120
Lincoln National Corp
Pennsylvania
$967K -$3.92K -28 -0.4%
PCP
121
Proficio Capital Partners
Massachusetts
$957K -$1.8M -12,827 -64%
SXL
122
Summit X LLC
Missouri
$902K +$937K +6,687 New
KeyBank National Association
123
KeyBank National Association
Ohio
$864K -$55.2K -394 -6%
AAS
124
Avantax Advisory Services
Texas
$863K +$883K +6,305 New
UCFA
125
United Capital Financial Advisors
Texas
$826K +$139K +993 +19%

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.