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iShares 10-20 Year Treasury Bond ETF

203 hedge funds and large institutions have $1.04B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 15

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$426M)

64% more funds holding

Funds holding: 124203 (+79)

0.2% more ownership

Funds ownership: 68.25%68.46% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

99% less call options, than puts

Call options by funds: $250K | Put options by funds: $49.3M

Holders
203
Holders Change
+79
Holders Change %
+63.71%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
97
Increased
57
Reduced
23
Closed
15
Calls
$250K
Puts
$49.3M
Net Calls
-$49.1M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
176
Kelly Financial Services
Massachusetts
$10.2K +$10.4K +69 New
AWM
177
Accel Wealth Management
Iowa
$10K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$10K +$7.68K +51 +300%
FA
179
Flagstar Advisors
New York
$10K +$10.7K +71 New
GI
180
Gradient Investments
Minnesota
$10K +$10.7K +71 New
WPA
181
West Paces Advisors
Georgia
$9.71K
AWMS
182
Advocacy Wealth Management Services
Georgia
$9K
NFSG
183
Newbridge Financial Services Group
Florida
$9K
AWM
184
Avior Wealth Management
Nebraska
$9K +$9.34K +62 New
TAM
185
Tucker Asset Management
Colorado
$8.87K +$9.04K +60 New
SSB
186
Sandy Spring Bank
Maryland
$8K
AC
187
AlphaCore Capital
California
$8K +$7.99K +53 New
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$8K +$8.14K +54 New
AA
189
Ancora Advisors
Ohio
$7K +$7.23K +48 New
S
190
SignatureFD
Georgia
$6K
GWSG
191
GPS Wealth Strategies Group
Colorado
$4K
EIP
192
Ellis Investment Partners
Pennsylvania
$4K +$151 +1 +3%
HIA
193
Harbor Investment Advisory
Maryland
$4K +$4.22K +28 New
BU
194
BBVA USA
Alabama
$3K
BA
195
Bellwether Advisors
Nebraska
$3K
CFN
196
Cordasco Financial Network
Florida
$3K
FFA
197
Founders Financial Alliance
North Carolina
$3K
HNB
198
Huntington National Bank
Ohio
$3K +$3.31K +22 New
AWA
199
Arkadios Wealth Advisors
Georgia
$2K +$1.51K +10 +200%
TWA
200
TCI Wealth Advisors
Arizona
$2K +$1.96K +13 New

TLH Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2021, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new TLH positions and 15 closed out — a net gain of 82 holders — while 57 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $173M. The largest seller was RiverFront Investment Group, cutting an estimated $10.7M.

  • 203 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2021, up from 124 in Q2 2021.
  • Funds reported $1.04B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2021, up 70% quarter-over-quarter.
  • 97 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2021 and 15 closed out, a net change of +82 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2021 was AssetMark Inc, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2021 was RiverFront Investment Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2021.