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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
126
Legacy Private Trust
Wisconsin
$3.32M -$11.7K -113 -0.3%
SAM
127
Smartleaf Asset Management
Massachusetts
$3.27M +$532K +5,143 +19%
FCAM
128
First Citizens Asset Management
North Carolina
$3.09M +$66.9K +647 +2%
FAM
129
Forte Asset Management
New York
$2.92M +$393K +3,799 +15%
5W
130
5T Wealth
California
$2.91M +$3.03M +29,262 New
RFM
131
Royal Fund Management
Florida
$2.88M -$3.64M -35,219 -55%
FFA
132
Farther Finance Advisors
California
$2.87M +$609K +5,889 +26%
LA
133
LVW Advisors
New York
$2.82M +$41.6K +402 +1%
TIAA Trust, National Association
134
TIAA Trust, National Association
North Carolina
$2.72M -$11.8M -113,706 -81%
QC
135
Quadrature Capital
United Kingdom
$2.55M +$2.65M +25,623 New
KAS
136
Kestra Advisory Services
Texas
$2.53M -$260K -2,512 -9%
HGWM
137
Horst & Graben Wealth Management
Oregon
$2.5M -$76.5K -739 -3%
IWP
138
Invenio Wealth Partners
Florida
$2.49M +$335K +3,233 +15%
BPA
139
Beacon Pointe Advisors
California
$2.4M -$1.17M -11,308 -32%
SWA
140
Stratos Wealth Advisors
Ohio
$2.39M +$707K +6,833 +40%
FTA
141
Financial & Tax Architects
Missouri
$2.39M +$221K +2,134 +10%
MA
142
Mutual Advisors
Nebraska
$2.39M -$538K -5,197 -18%
FDDB
143
Fidelity D&D Bancorp
Pennsylvania
$2.3M +$593K +5,727 +33%
USCWA
144
U.S. Capital Wealth Advisors
Texas
$2.29M -$54.2K -524 -2%
UB
145
Umpqua Bank
Oregon
$2.28M -$3.03M -29,325 -56%
CCFM
146
Clear Creek Financial Management
Washington
$2.25M -$74.7K -722 -3%
SB
147
Strategic Blueprint
Georgia
$2.25M +$306K +2,960 +15%
TNA
148
True North Advisors
Texas
$2.23M +$2.32M +22,437 New
EFG
149
Ehrlich Financial Group
California
$2.23M +$91.5K +884 +4%
IA
150
Insight Advisors
Pennsylvania
$2.17M +$444K +4,293 +25%

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.