iShares 10-20 Year Treasury Bond ETF
75 hedge funds and large institutions have $218M invested in iShares 10-20 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
3% more funds holding
Funds holding: 73 → 75 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
2.07% less ownership
Funds ownership: 52.73% → 50.66% (-2.1%)
14% less capital invested
Capital invested by funds: $254M → $218M (-$36M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.42M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.7M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.2M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$6.51M |
TLH Hedge Fund Activity: Q4 2015 in Review
75 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2015, worth a combined $218M — down 14% from $254M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TLH positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 24 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $11.7M. The largest seller was Wells Fargo, cutting an estimated $15.7M.
- 75 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2015, up from 73 in Q3 2015.
- Funds reported $218M of iShares 10-20 Year Treasury Bond ETF stock for Q4 2015, down 14% quarter-over-quarter.
- 14 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2015 and 12 closed out, a net change of +2 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $11.7M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2015 was Wells Fargo, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2015.