iShares 10-20 Year Treasury Bond ETF
TLH
420 hedge funds and large institutions have $7.05B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 145 increasing their positions, 115 reducing their positions, and 51 closing their positions.
291% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $2.84M
159% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 51
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
26% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 115
21% more funds holding
Funds holding: 346 → 420 (+74)
17% more capital invested
Capital invested by funds: $6.04B → $7.05B (+$1.01B)
4.64% more ownership
Funds ownership: 85.72% → 90.36% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$182M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$166M |
| 3 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$103M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$101M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$73.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$259M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$206M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$147M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$107M |
| 5 |
Jane Street
New York
|
-$69.1M |
TLH Hedge Fund Activity: Q4 2023 in Review
420 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2023, worth a combined $7.05B — up 17% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new TLH positions and 51 closed out — a net gain of 81 holders — while 145 added to existing stakes and 115 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $182M. The largest seller was Bank of America, cutting an estimated $259M.
- 420 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2023, up from 346 in Q3 2023.
- Funds reported $7.05B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 132 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2023 and 51 closed out, a net change of +81 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $182M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2023 was Bank of America, an estimated $259M sold.
Based on aggregated 13F filings for Q4 2023.