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iShares 10-20 Year Treasury Bond ETF

395 hedge funds and large institutions have $7.83B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 201 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 100

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

6% more funds holding

Funds holding: 373395 (+22)

2% more capital invested

Capital invested by funds: $7.64B → $7.83B (+$185M)

3.5% less ownership

Funds ownership: 94.88%91.38% (-3.5%)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

36% less call options, than puts

Call options by funds: $443K | Put options by funds: $687K

Holders
395
Holders Change
+22
Holders Change %
+5.9%
% of All Funds
6.2%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.31%
New
64
Increased
201
Reduced
100
Closed
41
Calls
$443K
Puts
$687K
Net Calls
-$244K
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
126
Keystone Financial Services (Colorado)
Colorado
$2.4M +$36K +321 +2%
Goldman Sachs
127
Goldman Sachs
New York
$2.38M +$791K +7,055 +49%
I
128
INVST
Indiana
$2.33M +$452K +4,030 +24%
CWA
129
Clarus Wealth Advisors
Arizona
$2.31M +$346K +3,090 +17%
PMG
130
ProVise Management Group
Florida
$2.31M +$542K +4,836 +30%
C1AG
131
Client 1st Advisory Group
Florida
$2.27M -$293K -2,617 -11%
TW
132
TrinityPoint Wealth
Connecticut
$2.26M +$221K +1,967 +11%
MFG
133
Merit Financial Group
Georgia
$2.25M -$26.6K -237 -1%
HCA
134
Heck Capital Advisors
Wisconsin
$2.2M +$2.16M +19,231 +2,945%
BHWM
135
Bay Harbor Wealth Management
Maryland
$2.17M -$40.7K -363 -2%
CFG
136
Cooper Financial Group
California
$2.15M +$403K +3,599 +23%
PA
137
PFG Advisors
Arizona
$2.13M +$566K +5,047 +36%
Citadel Advisors
138
Citadel Advisors
Florida
$2.11M +$543K +4,847 +34%
GM
139
GeoWealth Management
Illinois
$2.09M +$561K +5,006 +36%
BA
140
Ballew Advisors
Mississippi
$2.08M -$3.14K -28 -0.1%
SXL
141
Summit X LLC
Missouri
$2.06M -$157K -1,401 -7%
CL
142
Choreo LLC
Illinois
$2.05M +$65.7K +586 +3%
SB
143
Strategic Blueprint
Georgia
$2.03M -$101K -903 -5%
BCM
144
Brookstone Capital Management
Illinois
$2M +$38.6K +344 +2%
SL
145
SWMG LLC
Texas
$2M +$140K +1,253 +7%
VWM
146
Venturi Wealth Management
Texas
$1.98M +$280K +2,493 +16%
SWP
147
Stratos Wealth Partners
Ohio
$1.97M +$2M +17,802 New
CWS
148
Cypress Wealth Services
California
$1.87M +$15K +134 +0.8%
WF
149
Williams Financial
Vermont
$1.87M +$83.2K +742 +5%
DE
150
Day & Ennis
Georgia
$1.84M -$337K -3,009 -15%

TLH Hedge Fund Activity: Q2 2023 in Review

395 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2023, worth a combined $7.83B — up 2.4% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TLH positions and 41 closed out — a net gain of 23 holders — while 201 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $115M. The largest seller was First Citizens Bank & Trust, cutting an estimated $78.2M.

  • 395 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2023, up from 373 in Q1 2023.
  • Funds reported $7.83B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2023, up 2.4% quarter-over-quarter.
  • 64 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2023 and 41 closed out, a net change of +23 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2023 was Bank of America, an estimated $115M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2023 was First Citizens Bank & Trust, an estimated $78.2M sold.

Based on aggregated 13F filings for Q2 2023.