We are live on ! Find out more
TLH icon

iShares 10-20 Year Treasury Bond ETF

43 hedge funds and large institutions have $111M invested in iShares 10-20 Year Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.03% more ownership

Funds ownership: 44.9%54.93% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 4443 (-1)

10% less capital invested

Capital invested by funds: $123M → $111M (-$12.3M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $798K

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
13
Reduced
19
Closed
8
Calls
Puts
$798K
Net Calls
-$798K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.2M -$2.36M -19,039 -15%
SMM
2
Stadion Money Management
Georgia
$8.63M +$119K +961 +1%
Deutsche Bank
3
Deutsche Bank
Germany
$7.38M +$2.82M +22,767 +59%
IFS
4
Ifrah Financial Services
Arkansas
$7.2M +$142K +1,149 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.79M +$6.96M +56,186 New
UCFA
6
United Capital Financial Advisors
Texas
$6.72M -$380K -3,067 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.64M -$416K -3,356 -6%
BCM
8
Bluefin Capital Management
New York
$6.4M +$3.6M +29,058 +122%
U
9
UBS
Switzerland
$5.51M +$5.45K +44 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$5.06M -$2.2M -17,786 -30%
WCM
11
Wealthcare Capital Management
Virginia
$4.61M +$4.72M +38,108 New
KeyBank National Association
12
KeyBank National Association
Ohio
$4.52M -$2.15M -17,386 -32%
IFA
13
Interactive Financial Advisors
Illinois
$4.32M +$92.5K +747 +2%
VKH
14
Virtu KCG Holdings
New York
$4.07M -$637K -5,145 -13%
JIR
15
James Investment Research
Ohio
$3.31M
Wells Fargo
16
Wells Fargo
California
$3.15M -$9.33M -75,287 -74%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.4M -$725K -5,855 -23%
Truist Financial
18
Truist Financial
North Carolina
$2.02M -$413K -3,337 -17%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$1.58M -$19.1K -154 -1%
LPL Financial
20
LPL Financial
California
$1.16M -$829K -6,691 -41%
Lazard Asset Management
21
Lazard Asset Management
New York
$909K
SFA
22
Sequoia Financial Advisors
Ohio
$732K +$749K +6,050 New
Jane Street
23
Jane Street
New York
$728K -$605K -4,883 -45%
SF
24
Synovus Financial
Georgia
$720K +$26K +210 +4%
Goldman Sachs
25
Goldman Sachs
New York
$587K +$51.7K +417 +9%

TLH Hedge Fund Activity: Q4 2013 in Review

43 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2013, worth a combined $111M — down 10% from $123M a quarter earlier.

Fund positioning in TLH was balanced in Q4 2013: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $6.96M. The largest seller was Wells Fargo, cutting an estimated $9.33M.

  • 43 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2013, down from 44 in Q3 2013.
  • Funds reported $111M of iShares 10-20 Year Treasury Bond ETF stock for Q4 2013, down 10% quarter-over-quarter.
  • 8 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2013 and 8 closed out, a net change of 0 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $6.96M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2013 was Wells Fargo, an estimated $9.33M sold.

Based on aggregated 13F filings for Q4 2013.