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iShares 10-20 Year Treasury Bond ETF

482 hedge funds and large institutions have $6.39B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 185 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.58M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

14.1% more ownership

Funds ownership: 83.37%97.47% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 170

1% more funds holding

Funds holding: 478482 (+4)

6% less capital invested

Capital invested by funds: $6.76B → $6.39B (-$375M)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
482
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
6.35%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
80
Increased
185
Reduced
170
Closed
59
Calls
$4.98M
Puts
$3.58M
Net Calls
+$1.39M
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$2.17M +$186K +1,801 +9%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$2.16M +$2.25M +21,733 New
Corient Private Wealth
153
Corient Private Wealth
Florida
$2.16M +$1.41M +13,670 +171%
AIA
154
Alternative Investment Advisors
Florida
$2.15M -$178K -1,722 -7%
QPWM
155
Quadrant Private Wealth Management
Pennsylvania
$2.15M +$970K +9,376 +77%
AWP
156
Avid Wealth Partners
Texas
$2.13M +$120K +1,162 +6%
CFAM
157
Center For Asset Management
Florida
$2.07M -$304K -2,941 -12%
DFP
158
Defined Financial Planning
California
$1.97M +$2.05M +19,797 New
CW
159
CreativeOne Wealth
Kansas
$1.94M +$276K +2,671 +16%
BCI
160
Brinker Capital Investments
Pennsylvania
$1.94M -$7.27M -70,299 -78%
OPS
161
Orion Portfolio Solutions
Nebraska
$1.94M -$7.27M -70,299 -78%
CL
162
Choreo LLC
Illinois
$1.91M -$88.9K -859 -4%
SWP
163
ShoreHaven Wealth Partners
New Jersey
$1.88M +$286K +2,760 +17%
PCIA
164
Prime Capital Investment Advisors
Kansas
$1.88M -$427K -4,123 -18%
ASN
165
Advisory Services Network
Georgia
$1.81M +$116K +1,124 +7%
SAI
166
Savvy Advisors Inc
New York
$1.79M +$944K +9,120 +102%
GWM
167
Geneos Wealth Management
Colorado
$1.75M +$724 +7 +0%
WWG
168
West Wealth Group
California
$1.72M +$487K +4,703 +37%
PA
169
Parallel Advisors
California
$1.72M -$830K -8,026 -32%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.72M +$256K +2,472 +17%
VFA
171
Values First Advisors
Tennessee
$1.71M +$621K +6,001 +54%
AAS
172
Avantax Advisory Services
Texas
$1.71M +$89.3K +863 +5%
CFO
173
Collective Family Office
Pennsylvania
$1.69M -$38K -367 -2%
SC
174
Syon Capital
California
$1.67M -$8.89M -85,900 -84%
AAS
175
Annex Advisory Services
Wisconsin
$1.62M -$568K -5,493 -25%

TLH Hedge Fund Activity: Q4 2024 in Review

482 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2024, worth a combined $6.39B — down 5.6% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TLH positions and 59 closed out — a net gain of 21 holders — while 185 added to existing stakes and 170 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $722M. The largest seller was Johns Hopkins University, exiting entirely with an estimated $131M sold.

  • 482 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2024, up from 478 in Q3 2024.
  • Funds reported $6.39B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 80 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2024 and 59 closed out, a net change of +21 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2024 was Demars Financial Group, an estimated $722M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.