We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

242 hedge funds and large institutions have $1.09B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

19% more funds holding

Funds holding: 203242 (+39)

5% more capital invested

Capital invested by funds: $1.04B → $1.09B (+$52.8M)

2.96% more ownership

Funds ownership: 68.46%71.42% (+3%)

Holders
242
Holders Change
+39
Holders Change %
+19.21%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
73
Increased
94
Reduced
52
Closed
29
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$285K +$15.4K +104 +6%
JP Morgan Chase
152
JP Morgan Chase
New York
$277K +$4.29K +29 +2%
WP
153
WealthPLAN Partners
Nebraska
$277K +$44.1K +298 +18%
CS
154
Comerica Securities
Michigan
$274K +$20.6K +139 +8%
RF
155
RHS Financial
California
$269K -$28.1K -190 -9%
TWM
156
Tradition Wealth Management
Minnesota
$262K +$63.8K +431 +32%
KWM
157
Kingsview Wealth Management
Oregon
$250K +$249K +1,682 New
BFM
158
Boothbay Fund Management
New York
$248K +$25.8K +174 +12%
CA
159
Cetera Advisors
Colorado
$241K -$36.3K -245 -13%
SPC
160
Sigma Planning Corp
Michigan
$241K +$240K +1,622 New
FA
161
FDx Advisors
Illinois
$234K -$87.8K -593 -27%
FCFS
162
First Command Financial Services
Texas
$233K
FCB
163
First Command Bank
Texas
$231K
RSWM
164
Robertson Stephens Wealth Management
California
$230K +$230K +1,552 New
ICP
165
Interchange Capital Partners
Pennsylvania
$228K +$228K +1,537 New
EH
166
Equitable Holdings
New York
$227K +$227K +1,530 New
CCG
167
Capital CS Group
California
$224K +$223K +1,507 New
BFA
168
BMS Financial Advisors
South Dakota
$223K +$223K +1,505 New
NIC
169
Northwest Investment Counselors
Oregon
$215K
PWMG
170
Provence Wealth Management Group
California
$213K +$213K +1,436 New
AIG
171
American International Group
New York
$208K
Renaissance Technologies
172
Renaissance Technologies
New York
$208K +$207K +1,400 New
HPA
173
High Probability Advisors
New York
$206K +$1.04K +7 +0.5%
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$176K -$5.03K -34 -3%
MCC
175
Money Concepts Capital
Florida
$174K +$173K +1,171 New

TLH Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2021, worth a combined $1.09B — up 5.1% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 29 closed out — a net gain of 44 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $17.9M.

  • 242 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.09B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2021 and 29 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2021 was BlackRock, an estimated $13.6M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2021.