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iShares 10-20 Year Treasury Bond ETF
TLH

478 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

76% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.81M

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

26% more funds holding in top 10

Funds holding in top 10: 19 → 24 (+5)

9% more funds holding

Funds holding: 438 → 478 (+40)

2% more capital invested

Capital invested by funds: $6.65B → $6.76B (+$115M)

3.5% less ownership

Funds ownership: 86.86% → 83.37% (-3.5%)

Holders
478
Holders Change
+40
Holders Change %
+9.13%
% of All Funds
6.86%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.34%
New
83
Increased
205
Reduced
150
Closed
39
Calls
$3.19M
Puts
$1.81M
Net Calls
+$1.38M
Net Calls Change
+$412K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$93.3M
2
SEIA
Signature Estate & Investment Advisors
California
+$83.1M
3
AssetMark Inc
AssetMark Inc
California
+$70.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$26.4M
5
FFM
Forum Financial Management
Illinois
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$194M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$156M
3
RBA
Richard Bernstein Advisors
New York
-$129M
4
Bank of America
Bank of America
North Carolina
-$125M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$97.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$2.58M -$2.57K -24 -0.1%
AIA
152
Alternative Investment Advisors
Florida
$2.55M -$209K -1,952 -8%
CCFM
153
Clear Creek Financial Management
Washington
$2.55M +$46.9K +438 +2%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$2.53M +$810K +7,561 +49%
PCIA
155
Prime Capital Investment Advisors
Kansas
$2.51M -$202K -1,883 -8%
FFA
156
Farther Finance Advisors
California
$2.51M +$1.23M +11,474 +100%
CSPAM
157
Cary Street Partners Asset Management
Virginia
$2.46M -$1.1M -10,290 -31%
FTA
158
Financial & Tax Architects
Missouri
$2.39M +$2.34M +21,870 New
Citadel Advisors
159
Citadel Advisors
Florida
$2.38M -$5.26M -49,108 -69%
AAS
160
Annex Advisory Services
Wisconsin
$2.38M -$1.7M -15,880 -42%
IWP
161
Invenio Wealth Partners
Florida
$2.38M +$157K +1,465 +7%
EFG
162
Ehrlich Financial Group
California
$2.35M -$582K -5,431 -20%
AFP
163
Alpha Financial Partners
Kentucky
$2.35M +$2.3M +21,487 New
AWP
164
Avid Wealth Partners
Texas
$2.21M -$1.78M -16,651 -45%
GEM
165
Global Endowment Management
North Carolina
$2.21M – – –
CL
166
Choreo LLC
Illinois
$2.2M -$107K -999 -5%
SWP
167
Stratos Wealth Partners
Ohio
$2.19M +$308K +2,870 +17%
SB
168
Strategic Blueprint
Georgia
$2.14M +$247K +2,309 +13%
ES
169
Eagle Strategies
New York
$2.13M +$5.36K +50 +0.3%
JIR
170
James Investment Research
Ohio
$2.12M +$1.01M +9,463 +95%
CIAS
171
CFS Investment Advisory Services
New Jersey
$2.04M -$19.7K -184 -1%
GWM
172
Geneos Wealth Management
Colorado
$1.92M -$37.5K -350 -2%
IA
173
Insight Advisors
Pennsylvania
$1.91M +$307K +2,862 +20%
FDDB
174
Fidelity D&D Bancorp
Pennsylvania
$1.9M +$474K +4,419 +34%
CFO
175
Collective Family Office
Pennsylvania
$1.89M +$328K +3,060 +21%
5 6
7
8 9

TLH Hedge Fund Activity: Q3 2024 in Review

478 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2024, worth a combined $6.76B — up 1.7% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new TLH positions and 39 closed out — a net gain of 44 holders — while 205 added to existing stakes and 150 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Truist Financial, cutting an estimated $194M.

  • 478 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $6.76B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 83 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2024 and 39 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $93.3M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2024 was Truist Financial, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2024.