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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avaii Wealth Management
Wisconsin
$4.72M -$280K -2,704 -5%
RCA
102
Ranch Capital Advisors
Florida
$4.46M +$4.64M +44,845 New
AWM
103
Angeles Wealth Management
California
$4.45M +$960K +9,283 +26%
HCA
104
Heck Capital Advisors
Wisconsin
$4.44M +$284K +2,748 +7%
KF
105
Krilogy Financial
Missouri
$4.4M -$438K -4,236 -9%
SEIA
106
Signature Estate & Investment Advisors
California
$4.36M -$75.6M -731,139 -94%
OWA
107
One Wealth Advisors
California
$4.35M -$69.2K -669 -2%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$4.24M -$6.9M -66,719 -61%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$4.2M -$2.8M -27,019 -39%
TC
110
TownSquare Capital
Utah
$4.18M +$2.93M +28,282 +206%
LFASL
111
Lugano Financial Advisors SA (LFA)
Switzerland
$4.14M +$4.11M +39,701 +2,102%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$4.08M +$1.47M +14,185 +53%
IWA
113
Icon Wealth Advisors
Texas
$4.06M -$192K -1,855 -4%
CFGS
114
Concourse Financial Group Securities
Alabama
$4.02M +$729K +7,048 +21%
AFG
115
ABLE Financial Group
Arizona
$3.99M +$3.85M +37,237 +1,288%
P
116
&Partners
Tennessee
$3.89M +$1.19M +11,494 +42%
APP
117
Avantax Planning Partners
Iowa
$3.88M +$4.03M +38,989 New
MWA
118
MN Wealth Advisors
Kansas
$3.72M +$614K +5,932 +19%
CSIA
119
Conrad Siegel Investment Advisors
Pennsylvania
$3.69M +$57.8K +559 +2%
Comerica Bank
120
Comerica Bank
Texas
$3.6M -$429K -4,149 -10%
RIA
121
Regal Investment Advisors
Michigan
$3.51M -$1.03M -9,912 -22%
TCA
122
Transcend Capital Advisors
New Jersey
$3.51M -$445K -4,299 -11%
TNBTD
123
Trustmark National Bank Trust Department
Mississippi
$3.42M -$1.25M -12,042 -26%
EL
124
EWA LLC
Pennsylvania
$3.42M -$1.66M -16,045 -32%
MA
125
Modus Advisors
Minnesota
$3.34M -$18.3K -177 -0.5%

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.