We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$500K +$285K +2,036 +121%
Betterment LLC
152
Betterment LLC
New York
$478K +$4.9K +35 +1%
WEG
153
World Equity Group
Illinois
$475K +$495K +3,532 New
BCM
154
Beaumont Capital Management
Massachusetts
$474K -$26.8K -191 -5%
Millennium Management
155
Millennium Management
New York
$462K +$481K +3,432 New
TLFA
156
True Link Financial Advisors
California
$461K
CCA
157
Checchi Capital Advisers
California
$453K +$30.5K +218 +7%
CFG
158
Cooper Financial Group
California
$452K +$470K +3,358 New
BCI
159
Brinker Capital Investments
Pennsylvania
$437K +$454K +3,243 New
W
160
WealthOne
New York
$430K +$447K +3,193 New
TWM
161
TriaGen Wealth Management
California
$428K +$51.4K +367 +13%
CF
162
Centaurus Financial
California
$420K -$62.3K -445 -12%
JP Morgan Chase
163
JP Morgan Chase
New York
$420K +$176K +1,258 +67%
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$414K +$4.76K +34 +1%
AP
165
Advisors Preferred
Maryland
$411K +$15.3K +109 +4%
AWM
166
Apollon Wealth Management
South Carolina
$407K +$423K +3,020 New
ASGS
167
Alpha Square Group S
New York
$406K +$423K +3,016 New
WDC
168
Woodward Diversified Capital
California
$404K +$420K +3,000 New
BAM
169
Belpointe Asset Management
Nevada
$399K +$67.7K +483 +19%
PP
170
Patron Partners
Texas
$386K +$1.96K +14 +0.5%
CSPAM
171
Cary Street Partners Asset Management
Virginia
$385K -$27.6K -197 -6%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$382K +$17.2K +123 +5%
SP
173
Successful Portfolios
Florida
$380K +$395K +2,823 New
IDA
174
Intelligence Driven Advisers
California
$373K +$404K +2,883 New
MYIA
175
Mount Yale Investment Advisors
Colorado
$343K +$357K +2,551 New

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.