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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$1.38M +$268K +2,185 +23%
IWC
102
Integrated Wealth Concepts
Massachusetts
$1.37M +$275K +2,244 +24%
SWM
103
SigFig Wealth Management
California
$1.37M +$434K +3,540 +48%
SB
104
Strategic Blueprint
Georgia
$1.25M +$392K +3,191 +44%
SWM
105
Spire Wealth Management
Virginia
$1.23M -$174K -1,416 -12%
SWA
106
Stratos Wealth Advisors
Ohio
$1.23M -$285K -2,326 -19%
AAS
107
Avantax Advisory Services
Texas
$1.2M +$447K +3,642 +58%
CWS
108
Cypress Wealth Services
California
$1.19M +$34K +277 +3%
DE
109
Day & Ennis
Georgia
$1.18M +$462K +3,769 +63%
LWM
110
Liberty Wealth Management
California
$1.17M +$259K +2,113 +28%
SFO
111
Stokes Family Office
Louisiana
$1.16M -$3.26M -26,569 -73%
SPAS
112
Spectrum Planning & Advisory Services
California
$1.08M +$154K +1,253 +16%
VWM
113
Venturi Wealth Management
Texas
$1.04M +$39K +318 +4%
NL
114
NWAM LLC
Washington
$967K +$357K +2,912 +58%
VC
115
Vicus Capital
Pennsylvania
$927K +$26.5K +216 +3%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$917K +$238K +1,941 +34%
RIA
117
Regal Investment Advisors
Michigan
$869K +$178K +1,448 +25%
LNC
118
Lincoln National Corp
Pennsylvania
$850K -$12.8K -104 -1%
CA
119
Cetera Advisors
Colorado
$843K -$56.2K -458 -6%
SXL
120
Summit X LLC
Missouri
$834K +$37.9K +309 +5%
FWP
121
Firethorn Wealth Partners
Georgia
$822K +$192K +1,561 +31%
AWE
122
Avidian Wealth Enterprises
Texas
$808K +$139K +1,131 +20%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$799K +$181K +1,476 +29%
PCP
124
Proficio Capital Partners
Massachusetts
$793K -$62.6K -510 -7%
WP
125
WealthShield Partners
North Carolina
$787K +$192K +1,564 +31%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.