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iShares 10-20 Year Treasury Bond ETF
TLH

478 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

76% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.81M

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

26% more funds holding in top 10

Funds holding in top 10: 19 → 24 (+5)

9% more funds holding

Funds holding: 438 → 478 (+40)

2% more capital invested

Capital invested by funds: $6.65B → $6.76B (+$115M)

3.5% less ownership

Funds ownership: 86.86% → 83.37% (-3.5%)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.86%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.34%
New
83
Increased
205
Reduced
150
Closed
39
Calls
$3.19M
Puts
$1.81M
Net Calls
+$1.38M
Net Calls Change
+$412K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$93.3M
2
SEIA
Signature Estate & Investment Advisors
California
+$83.1M
3
AssetMark Inc
AssetMark Inc
California
+$70.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.4M
5
FFM
Forum Financial Management
Illinois
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$194M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$156M
3
RBA
Richard Bernstein Advisors
New York
-$129M
4
Bank of America
Bank of America
North Carolina
-$125M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$97.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$3.74M +$2.14M +19,996 +140%
MA
127
Modus Advisors
Minnesota
$3.69M +$126K +1,180 +4%
LPT
128
Legacy Private Trust
Wisconsin
$3.66M +$894K +8,337 +33%
CFGS
129
Concourse Financial Group Securities
Alabama
$3.64M +$744K +6,942 +26%
NFG
130
Nations Financial Group
Iowa
$3.61M +$3.54M +33,044 New
MWA
131
MN Wealth Advisors
Kansas
$3.44M +$450K +4,197 +15%
FCAM
132
First Citizens Asset Management
North Carolina
$3.33M +$16.2K +151 +0.5%
EA
133
Echo45 Advisors
California
$3.22M -$4.39K -41 -0.1%
SPW
134
Surience Private Wealth
Washington
$3.13M +$3.07M +28,637 New
LA
135
LVW Advisors
New York
$3.06M +$42.8K +399 +1%
KAS
136
Kestra Advisory Services
Texas
$3.05M +$1.15M +10,688 +62%
MA
137
Mutual Advisors
Nebraska
$3.05M -$108K -1,011 -3%
SAM
138
Smartleaf Asset Management
Massachusetts
$3.03M -$989K -9,225 -25%
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$3.02M -$41.3K -385 -1%
P
140
&Partners
Tennessee
$3.02M +$2.42M +22,554 +447%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$2.95M +$2.24M +20,894 +351%
HGWM
142
Horst & Graben Wealth Management
Oregon
$2.83M -$82.6K -771 -3%
SC
143
Sykon Capital
New York
$2.8M +$2.75M +25,624 New
FAM
144
Forte Asset Management
New York
$2.79M -$377K -3,515 -12%
DFA
145
Davies Financial Advisors
California
$2.78M +$2.34M +21,868 +612%
PA
146
Parallel Advisors
California
$2.76M -$306K -2,851 -10%
CFG
147
Cooper Financial Group
California
$2.74M +$126K +1,174 +5%
EH
148
Equitable Holdings
New York
$2.67M +$232K +2,165 +10%
SIS
149
Sound Income Strategies
Florida
$2.6M +$2.53M +23,591 +10,438%
CFAM
150
Center For Asset Management
Florida
$2.6M +$1.26M +11,778 +98%
4 5
6
7 8

TLH Hedge Fund Activity: Q3 2024 in Review

478 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2024, worth a combined $6.76B — up 1.7% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new TLH positions and 39 closed out — a net gain of 44 holders — while 205 added to existing stakes and 150 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Truist Financial, cutting an estimated $194M.

  • 478 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $6.76B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 83 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2024 and 39 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $93.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2024 was Truist Financial, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2024.