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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
DE
126
Day & Ennis
Georgia
$811K +$844K +6,023 New
AF
127
Advisornet Financial
Minnesota
$800K +$241K +1,721 +41%
RIA
128
Regal Investment Advisors
Michigan
$778K +$450K +3,210 +125%
HighTower Advisors
129
HighTower Advisors
Illinois
$767K +$417K +2,976 +105%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$766K +$453K +3,237 +132%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$755K -$10.2K -73 -1%
AWE
132
Avidian Wealth Enterprises
Texas
$753K +$461K +3,292 +143%
PWMG
133
Provence Wealth Management Group
California
$721K +$549K +3,922 +273%
KWS
134
Keystone Wealth Services
California
$711K +$740K +5,283 New
IA
135
IFP Advisors
Florida
$706K +$557K +3,976 +400%
SPC
136
Sigma Planning Corp
Michigan
$704K +$505K +3,608 +222%
IFA
137
Interactive Financial Advisors
Illinois
$699K +$491K +3,503 +86%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$696K +$724K +5,170 New
WF
139
Williams Financial
Vermont
$685K +$713K +5,091 New
NL
140
NWAM LLC
Washington
$677K +$705K +5,033 New
FWP
141
Firethorn Wealth Partners
Georgia
$674K +$299K +2,132 +74%
WP
142
WealthShield Partners
North Carolina
$671K +$698K +4,983 New
WIA
143
World Investment Advisors
California
$657K +$202K +1,444 +42%
KP
144
Keel Point
Alabama
$652K -$24.7K -176 -4%
PPP
145
Private Portfolio Partners
New Jersey
$650K +$676K +4,826 New
MWM
146
Maripau Wealth Management
Indiana
$619K +$112K +802 +19%
SWP
147
Stratos Wealth Partners
Ohio
$613K +$638K +4,552 New
MA
148
Mutual Advisors
Nebraska
$587K +$298K +2,130 +95%
AA
149
Argent Advisors
Louisiana
$558K +$6.72K +48 +1%
JIR
150
James Investment Research
Ohio
$529K

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.