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iShares 10-20 Year Treasury Bond ETF

133 hedge funds and large institutions have $825M invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more call options, than puts

Call options by funds: $6.14M | Put options by funds: $758K

0.22% more ownership

Funds ownership: 75.23%75.45% (+0.22%)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

14% less funds holding

Funds holding: 154133 (-21)

25% less capital invested

Capital invested by funds: $1.1B → $825M (-$278M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

Holders
133
Holders Change
-21
Holders Change %
-13.64%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
42
Reduced
47
Closed
39
Calls
$6.14M
Puts
$758K
Net Calls
+$5.38M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
-$245K -1,538 Closed
MCWS
152
McKinley Carter Wealth Services
West Virginia
-$243K -1,525 Closed
QC
153
QCM Cayman
Texas
-$239K -1,500 Closed
HPA
154
High Probability Advisors
New York
-$218K -1,369 Closed
UIA
155
UBP Investment Advisors
Switzerland
-$209K -1,310 Closed
VWA
156
Visionary Wealth Advisors
Illinois
-$202K -1,267 Closed
WIM
157
Westside Investment Management
California
-$127 -800 Closed
PWM
158
Perigon Wealth Management
California
-$37K -234 Closed
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
-$33K -210 Closed
IA
160
IndexIQ Advisors
New York
-$16K -103 Closed
CHA
161
Carmichael Hill & Associates
Maryland
-$14K -88 Closed
CFGS
162
Concourse Financial Group Securities
Alabama
-$10.5K -71 Closed
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
-$9K -59 Closed
JCM
164
Jacobi Capital Management
Pennsylvania
-$6K -35 Closed
PMFA
165
Plante Moran Financial Advisors
Michigan
-$5K -31 Closed
MAM
166
Meeder Asset Management
Ohio
-$5K -29 Closed
MCM
167
MV Capital Management
Maryland
-$4K -25 Closed
FHA
168
First Horizon Advisors
Tennessee
-$4K -23 Closed
GI
169
Gradient Investments
Minnesota
-$3K -17 Closed
SIAG
170
Safeguard Investment Advisory Group
California
-$2K -14 Closed
AWA
171
Arkadios Wealth Advisors
Georgia
-$594 -4 -44%

TLH Hedge Fund Activity: Q1 2021 in Review

133 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2021, worth a combined $825M — down 25% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of TLH and 19 opened new positions — a net loss of 20 holders — while 47 trimmed existing stakes and 42 added.

The largest buyer was Bank of America, adding an estimated $41.3M. The largest seller was AssetMark Inc, cutting an estimated $114M.

  • 133 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2021, down from 154 in Q4 2020.
  • Funds reported $825M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2021, down 25% quarter-over-quarter.
  • 19 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2021 and 39 closed out, a net change of -20 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2021 was Bank of America, an estimated $41.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2021 was AssetMark Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2021.