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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
GIA
176
Goodwin Investment Advisory
Georgia
$336K +$256K +1,829 +281%
IP
177
Intellectus Partners
California
$331K -$51.8K -370 -13%
FTS
178
Fifth Third Securities
Ohio
$330K -$8.05M -57,443 -96%
T
179
TRUADVICE
Florida
$317K +$10.4K +74 +3%
PCG
180
Private Capital Group
Connecticut
$313K +$259K +1,848 +385%
AllianceBernstein
181
AllianceBernstein
Tennessee
$299K -$10.5K -75 -3%
SFA
182
Source Financial Advisors
New York
$292K -$19.3K -138 -6%
GM
183
GeoWealth Management
Illinois
$291K -$993K -7,090 -77%
WP
184
WealthPLAN Partners
Nebraska
$283K +$50K +357 +19%
WIM
185
WealthPlan Investment Management
Nebraska
$283K +$320K +2,283 New
WAL
186
W Advisors LLC
Tennessee
$282K +$293K +2,095 New
GFPC
187
Global Financial Private Client
Florida
$280K +$201K +1,436 +222%
SCA
188
Snowden Capital Advisors
New York
$280K +$154K +1,099 +112%
BFA
189
Beaumont Financial Advisors
Massachusetts
$275K +$7.14K +51 +3%
CAM
190
Concorde Asset Management
Michigan
$272K +$283K +2,018 New
OMC
191
Old Mission Capital
Illinois
$269K +$280K +1,998 New
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$263K -$44.5K -318 -14%
GRP
193
Global Retirement Partners
California
$263K +$297K +2,120 New
CC
194
Cadinha & Co
Hawaii
$258K
MFA
195
Mayflower Financial Advisors
Massachusetts
$255K +$266K +1,898 New
CFD
196
Creative Financial Designs
Indiana
$251K -$103K -733 -28%
FAIM
197
Financial Advocates Investment Management
Washington
$246K +$256K +1,826 New
APA
198
American Portfolios Advisors
New York
$246K +$199K +1,418 +350%
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$222K +$235K +1,675 New
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$219K -$41K -293 -15%

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.