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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
IP
126
Intellectus Partners
California
$419K -$73.4K -496 -15%
TWM
127
TriaGen Wealth Management
California
$418K +$1.33K +9 +0.3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$416K +$68K +459 +20%
HighTower Advisors
129
HighTower Advisors
Illinois
$412K -$5.46M -36,905 -93%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$402K +$402K +2,712 New
CFD
131
Creative Financial Designs
Indiana
$386K +$96.8K +654 +34%
RIA
132
Regal Investment Advisors
Michigan
$382K +$29.3K +198 +8%
BAM
133
Belpointe Asset Management
Nevada
$369K -$3.55K -24 -1%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$364K +$5.03K +34 +1%
T
135
TRUADVICE
Florida
$354K +$149K +1,007 +67%
SFA
136
Source Financial Advisors
New York
$342K -$11.4K -77 -3%
SHJ
137
Sharkey, Howes & Javer
Colorado
$342K +$41.6K +281 +14%
AWE
138
Avidian Wealth Enterprises
Texas
$341K +$340K +2,299 New
AllianceBernstein
139
AllianceBernstein
Tennessee
$340K +$339K +2,293 New
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$337K +$336K +2,269 New
SPI
141
Sutton Place Investors
New York
$336K +$336K +2,267 New
WMS
142
Wealth Management Solutions
Pennsylvania
$334K +$333K +2,251 New
MA
143
Mutual Advisors
Nebraska
$331K +$330K +2,232 New
KPWS
144
Kestra Private Wealth Services
Texas
$327K -$33.9K -229 -9%
CFGS
145
Concourse Financial Group Securities
Alabama
$321K +$19.4K +131 +6%
BCM
146
Brookstone Capital Management
Illinois
$301K +$80.4K +543 +35%
CWS
147
Cypress Wealth Services
California
$299K +$298K +2,015 New
BFA
148
Beaumont Financial Advisors
Massachusetts
$296K +$295K +1,995 New
GCM
149
Goldstream Capital Management
Hong Kong
$295K +$296K +2,000 New
CC
150
Cadinha & Co
Hawaii
$285K

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.