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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$479K +$290K +2,361 +144%
AA
152
Argent Advisors
Louisiana
$469K -$30.6K -249 -6%
BAM
153
Belpointe Asset Management
Nevada
$457K +$101K +827 +28%
FHA
154
First Horizon Advisors
Tennessee
$454K +$465K +3,786 New
Betterment LLC
155
Betterment LLC
New York
$451K +$24.4K +199 +6%
JIR
156
James Investment Research
Ohio
$449K -$24.5K -200 -5%
KWM
157
Kingsview Wealth Management
Oregon
$446K -$613 -5 -0.1%
CFG
158
Cooper Financial Group
California
$446K +$43.6K +355 +11%
Jane Street
159
Jane Street
New York
$445K -$28.6M -233,184 -98%
WAL
160
W Advisors LLC
Tennessee
$418K +$170K +1,382 +66%
TWM
161
TriaGen Wealth Management
California
$416K +$34.1K +278 +9%
TLFA
162
True Link Financial Advisors
California
$415K +$3.68K +30 +0.9%
Renaissance Technologies
163
Renaissance Technologies
New York
$409K +$417K +3,400 New
MYIA
164
Mount Yale Investment Advisors
Colorado
$407K +$103K +838 +33%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$387K +$396K +3,229 New
CAM
166
Concorde Asset Management
Michigan
$384K +$145K +1,178 +58%
CCA
167
Checchi Capital Advisers
California
$383K -$32.5K -265 -8%
T
168
TRUADVICE
Florida
$379K +$54.7K +446 +17%
GRP
169
Global Retirement Partners
California
$373K +$120K +982 +46%
SP
170
Successful Portfolios
Florida
$367K +$28.7K +234 +8%
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$363K -$6.99K -57 -2%
CF
172
Centaurus Financial
California
$360K -$15.2K -124 -4%
IFA
173
Interactive Financial Advisors
Illinois
$358K -$564K -4,599 -61%
PP
174
Patron Partners
Texas
$344K -$1.1K -9 -0.3%
CP
175
Castleview Partners
Texas
$343K +$380K +3,094 +16,284%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.