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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$268K +$140K +927 +103%
CS
127
Comerica Securities
Michigan
$251K +$257K +1,706 New
WP
128
WealthPLAN Partners
Nebraska
$245K +$245K +1,628 New
BHWM
129
Bay Harbor Wealth Management
Maryland
$239K +$245K +1,625 New
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$235K
FCB
131
First Command Bank
Texas
$231K -$60.3K -400 -20%
FCFS
132
First Command Financial Services
Texas
$231K -$60.3K -400 -20%
BCM
133
Brookstone Capital Management
Illinois
$229K +$234K +1,553 New
FCA
134
FLC Capital Advisors
California
$229K +$235K +1,560 New
T
135
TRUADVICE
Florida
$226K -$442K -2,934 -66%
DAS
136
Dynamic Advisor Solutions
Arizona
$223K +$229K +1,518 New
CAS
137
Cascadia Advisory Services
Oregon
$221K +$226K +1,499 New
BFM
138
Boothbay Fund Management
New York
$221K +$226K +1,500 New
NIC
139
Northwest Investment Counselors
Oregon
$213K
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$208K -$186K -1,235 -47%
AIG
141
American International Group
New York
$206K
HPA
142
High Probability Advisors
New York
$203K +$904 +6 +0.4%
TWM
143
Tradition Wealth Management
Minnesota
$196K +$201K +1,335 New
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$179K
BFEC
145
Benjamin F. Edwards & Company
Missouri
$177K +$36.3K +241 +25%
GIA
146
Goodwin Investment Advisory
Georgia
$159K +$162K +1,072 New
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$156K +$160K +1,060 New
IA
148
IFP Advisors
Florida
$148K +$73.5K +488 +123%
PCM
149
Penserra Capital Management
California
$144K +$148K +984 New
WWM
150
Wolff Wiese Magana
California
$135K +$10.7K +71 +8%

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.