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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Sovereign Financial Group
Connecticut
$206K +$210K +1,715 New
APA
202
American Portfolios Advisors
New York
$202K -$16.9K -138 -8%
SS
203
Simplicity Solutions
Minnesota
$201K +$205K +1,671 New
CAL
204
Capital Analysts LLC
Pennsylvania
$187K +$191K +1,554 New
AA
205
Ancora Advisors
Ohio
$185K +$45K +367 +31%
NIC
206
Northwest Investment Counselors
Oregon
$180K
AIG
207
American International Group
New York
$168K
CA
208
CoreCap Advisors
Michigan
$155K +$158K +1,287 New
RCM
209
Raleigh Capital Management
North Carolina
$151K -$7.24K -59 -4%
EWA
210
EverSource Wealth Advisors
Alabama
$142K +$82.2K +670 +132%
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$137K -$5.4K -44 -4%
William Blair & Company
212
William Blair & Company
Illinois
$136K +$124K +1,010 +815%
CWA
213
Clearview Wealth Advisors
Oregon
$135K -$1.11M -9,084 -89%
SAM
214
Strategic Asset Management
Minnesota
$134K -$859 -7 -0.6%
CS
215
Credit Suisse
Switzerland
$119K +$121K +990 New
WWM
216
Wolff Wiese Magana
California
$116K
AWM
217
Aspire Wealth Management
Massachusetts
$113K +$5.4K +44 +5%
BWM
218
Baystate Wealth Management
Massachusetts
$98K -$32.8K -267 -25%
PTC
219
Private Trust Company
Ohio
$87K +$88.6K +722 New
WWP
220
WR Wealth Planners
Missouri
$79.8K +$27.2K +222 +50%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$77K +$79K +644 New
FCB
222
First Command Bank
Texas
$70K -$122K -994 -63%
FCFS
223
First Command Financial Services
Texas
$70K -$122K -994 -63%
AssetMark Inc
224
AssetMark Inc
California
$68K -$145M -1,180,148 -100%
RE
225
RBC Europe
United Kingdom
$68K

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.