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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
FFBTD
176
First Financial Bank - Trust Division
Ohio
$1.52M -$45.5K -440 -3%
LWM
177
Liberty Wealth Management
California
$1.46M +$446K +4,309 +41%
SCM
178
Sheridan Capital Management
California
$1.46M +$50.3K +486 +3%
WP
179
WealthShield Partners
North Carolina
$1.43M -$131K -1,269 -8%
SPC
180
Sigma Planning Corp
Michigan
$1.41M -$46.9K -453 -3%
SWM
181
Spire Wealth Management
Virginia
$1.4M +$52.4K +506 +4%
MPW
182
MGO Private Wealth
California
$1.36M +$1.41M +13,624 New
CSP
183
Cary Street Partners
Virginia
$1.35M +$1.4M +13,563 New
PP
184
Patron Partners
Texas
$1.34M -$67.4K -651 -5%
EH
185
Equitable Holdings
New York
$1.34M -$1.14M -10,982 -45%
HFA
186
High Falls Advisors
New York
$1.33M -$53K -512 -4%
RCG
187
Regatta Capital Group
California
$1.31M -$16.7M -161,221 -92%
OWCM
188
One Wealth Capital Management
Arizona
$1.3M +$1.35M +13,062 New
HBW
189
Hazlett, Burt & Watson
West Virginia
$1.28M +$417K +4,030 +45%
LA
190
LexAurum Advisors
Kansas
$1.27M -$47.1K -455 -3%
SIA
191
Strategic Investment Advisors
Michigan
$1.27M +$151K +1,462 +13%
CWA
192
Clarus Wealth Advisors
Arizona
$1.26M +$156K +1,510 +13%
SHIM
193
Stone House Investment Management
Pennsylvania
$1.22M -$63.3K -612 -5%
JSL
194
JT Stratford LLC
Georgia
$1.2M -$3.73K -36 -0.3%
RA
195
RFG Advisory
Alabama
$1.2M -$183K -1,765 -13%
MCM
196
Mendel Capital Management
Arkansas
$1.19M -$31.9K -308 -3%
EA
197
Echo45 Advisors
California
$1.18M -$1.82M -17,561 -60%
TA
198
TFB Advisors
Kansas
$1.18M +$65.8K +636 +6%
JIR
199
James Investment Research
Ohio
$1.17M -$797K -7,699 -40%
CIAS
200
CFS Investment Advisory Services
New Jersey
$1.16M -$724K -6,994 -37%

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.