iShares 10-20 Year Treasury Bond ETF
54 hedge funds and large institutions have $149M invested in iShares 10-20 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
8% more funds holding
Funds holding: 50 → 54 (+4)
1% less capital inflows, than outflows
Capital inflows: $49.9M | Capital outflows: $50.3M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.17M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.68M |
| 4 |
Morgan Stanley
New York
|
+$4.58M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.3M |
| 2 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$13.9M |
| 3 |
BlackRock Fund Advisors
San Francisco,
California
|
-$9.5M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
-$4.26M |
| 5 |
Virtu KCG Holdings
New York
|
-$1.79M |
TLH Hedge Fund Activity: Q4 2014 in Review
54 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2014, worth a combined $149M — down 12% from $169M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TLH positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $10M. The largest seller was Envestnet Asset Management, cutting an estimated $18.3M.
- 54 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2014, up from 50 in Q3 2014.
- Funds reported $149M of iShares 10-20 Year Treasury Bond ETF stock for Q4 2014, down 12% quarter-over-quarter.
- 12 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2014 and 7 closed out, a net change of +5 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2014 was Bank of America, an estimated $10M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2014 was Envestnet Asset Management, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2014.