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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
KWA
201
Kingswood Wealth Advisors
California
$1.16M +$211K +2,040 +21%
SFA
202
Sequoia Financial Advisors
Ohio
$1.14M -$605K -5,845 -34%
FA
203
Fedenia Advisers
Wisconsin
$1.14M +$1.18M +11,436 New
BA
204
Ballew Advisors
Mississippi
$1.13M -$54.6K -528 -4%
PFM
205
Peak Financial Management
Massachusetts
$1.12M +$175K +1,690 +18%
KV
206
Kickstand Ventures
New York
$1.11M -$23K -222 -2%
KWM
207
Kingsview Wealth Management
Oregon
$1.1M -$214K -2,073 -16%
KFS
208
Kelly Financial Services
Massachusetts
$1.1M +$18K +174 +2%
CFG
209
Carr Financial Group
Massachusetts
$1.09M -$11.6M -111,630 -91%
GVAG
210
Great Valley Advisor Group
Delaware
$1.08M +$84.1K +813 +8%
FAIM
211
Financial Advocates Investment Management
Washington
$1.07M -$22.6K -218 -2%
PI
212
PFG Investments
New York
$1.07M -$81.6K -789 -7%
CWP
213
Cyndeo Wealth Partners
Florida
$1.06M +$245K +2,368 +29%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$1.06M +$35.2K +340 +3%
DL
215
DOHJ LLC
Washington
$1.06M +$201K +1,944 +22%
PS
216
Principal Securities
Iowa
$1.04M -$5.44M -52,567 -83%
SIS
217
Strategic Investment Solutions
Illinois
$1.04M -$4M -38,611 -79%
TWM
218
TSA Wealth Management
Texas
$1.02M +$621 +6 +0.1%
FFN
219
Focus Financial Network
Minnesota
$1.01M -$5.92M -57,171 -85%
PA
220
PFG Advisors
Arizona
$999K -$46.3K -447 -4%
PW
221
Peninsula Wealth
California
$996K -$273K -2,637 -21%
GM
222
GeoWealth Management
Illinois
$990K +$40.1K +388 +4%
MOS
223
MGO One Seven
Ohio
$978K +$341K +3,300 +51%
MFA
224
Mayflower Financial Advisors
Massachusetts
$967K +$94.5K +913 +10%
WPW
225
Watershed Private Wealth
Illinois
$956K -$114K -1,102 -10%

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.