iShares 10-20 Year Treasury Bond ETF
TLH
95 hedge funds and large institutions have $472M invested in iShares 10-20 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 5 closing their positions.
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
116% more capital invested
Capital invested by funds: $218M → $472M (+$253M)
100% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 20
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
27% more funds holding
Funds holding: 75 → 95 (+20)
6.6% more ownership
Funds ownership: 50.66% → 57.26% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$52.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$41M |
| 3 |
Morgan Stanley
New York
|
+$25.4M |
| 4 |
SG Americas Securities
New York
|
+$22.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.78M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.77M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.47M |
TLH Hedge Fund Activity: Q1 2016 in Review
95 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2016, worth a combined $472M — up 116% from $218M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TLH positions and 5 closed out — a net gain of 20 holders — while 40 added to existing stakes and 20 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $52.8M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $16.7M sold.
- 95 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2016, up from 75 in Q4 2015.
- Funds reported $472M of iShares 10-20 Year Treasury Bond ETF stock for Q1 2016, up 116% quarter-over-quarter.
- 25 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2016 and 5 closed out, a net change of +20 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2016 was WBI Investments, an estimated $52.8M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2016 was Raymond James Financial Services Advisors, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2016.