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iShares 10-20 Year Treasury Bond ETF

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$426M)

64% more funds holding

Funds holding: 124203 (+79)

0.2% more ownership

Funds ownership: 68.25%68.46% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

99% less call options, than puts

Call options by funds: $250K | Put options by funds: $49.3M

Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$132K -$49.3K -327 -27%
SAM
152
Strategic Asset Management
Minnesota
$102K +$105K +697 New
COCM
153
Charter Oak Capital Management
New Hampshire
$80K
FHA
154
First Horizon Advisors
Tennessee
$76K +$78.5K +521 New
GFPC
155
Global Financial Private Client
Florida
$74.9K +$76.4K +507 New
HWMA
156
Heritage Wealth Management (Arizona)
Arizona
$73K +$32.7K +217 +78%
PCG
157
Private Capital Group
Connecticut
$67K +$68.9K +457 New
BEI
158
Benjamin Edwards Inc
Missouri
$66K +$67.7K +449 New
US Bancorp
159
US Bancorp
Minnesota
$50K
HI
160
Hudock Inc
Pennsylvania
$42K +$151 +1 +0.3%
APWA
161
Atlas Private Wealth Advisors
New Jersey
$38K
BCA
162
Bray Capital Advisors
Florida
$26K
NFG
163
Next Financial Group
Texas
$26K +$26.5K +176 New
GWM
164
Geneos Wealth Management
Colorado
$25K
APA
165
American Portfolios Advisors
New York
$21.3K +$3.31K +22 +18%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$21K +$753 +5 +4%
SL
167
Savior LLC
Massachusetts
$21K +$21.8K +145 New
Citigroup
168
Citigroup
New York
$20K -$621K -4,124 -97%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$18K -$603 -4 -3%
ARIS
170
Advanced Research Investment Solutions
California
$15.7K +$16.1K +107 New
William Blair & Company
171
William Blair & Company
Illinois
$14K
IFAM
172
Institutional & Family Asset Management
Colorado
$14K +$2.71K +18 +24%
FA
173
Fortis Advisors
Pennsylvania
$14K +$14.8K +98 New
ACM
174
Antonetti Capital Management
Florida
$13K +$13.7K +91 New
Simplex Trading
175
Simplex Trading
Illinois
$12K

TLH Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2021, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TLH positions and 15 closed out — a net gain of 82 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $173M. The largest seller was RiverFront Investment Group, cutting an estimated $10.7M.

  • 203 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $1.04B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2021, up 70% quarter-over-quarter.
  • 97 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2021 and 15 closed out, a net change of +82 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2021.