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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
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$215K -$177K -1,264 -44%
FCB
202
First Command Bank
Texas
$212K
FCFS
203
First Command Financial Services
Texas
$212K
WWM
204
Western Wealth Management
Colorado
$207K +$215K +1,538 New
CCG
205
Capital CS Group
California
$205K +$1.96K +14 +0.9%
LWAC
206
Laurel Wealth Advisors (California)
California
$203K +$212K +1,510 New
NIC
207
Northwest Investment Counselors
Oregon
$202K +$7K +50 +3%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$198K +$68.8K +491 +50%
FCA
209
FinTrust Capital Advisors
South Carolina
$193K +$175K +1,249 +675%
AIG
210
American International Group
New York
$188K
RCM
211
Raleigh Capital Management
North Carolina
$178K +$185K +1,319 New
MIFH
212
Migdal Insurance & Financial Holdings
Israel
$160K
AA
213
Ancora Advisors
Ohio
$158K +$151K +1,075 +1,097%
SAM
214
Strategic Asset Management
Minnesota
$151K +$16.7K +119 +12%
BWM
215
Baystate Wealth Management
Massachusetts
$146K +$152K +1,086 New
WWM
216
Wolff Wiese Magana
California
$129K +$1.12K +8 +0.8%
AWM
217
Aspire Wealth Management
Massachusetts
$120K +$70.2K +501 +128%
RE
218
RBC Europe
United Kingdom
$76K +$79.2K +565 New
HWMA
219
Heritage Wealth Management (Arizona)
Arizona
$68K +$70.6K +504 New
EWA
220
EverSource Wealth Advisors
Alabama
$67K +$52.5K +375 +284%
WWP
221
WR Wealth Planners
Missouri
$59.5K +$61.9K +442 New
COCM
222
Charter Oak Capital Management
New Hampshire
$59K
GC
223
Gould Capital
Washington
$52K +$5.46K +39 +11%
PA
224
Parallel Advisors
California
$49K -$20.6K -147 -29%
UB
225
UMB Bank
Missouri
$46K +$16.3K +116 +52%

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.