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iShares 10-20 Year Treasury Bond ETF

87 hedge funds and large institutions have $374M invested in iShares 10-20 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 10087 (-13)

37.09% less ownership

Funds ownership: 89.58%52.49% (-37%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

53% less capital invested

Capital invested by funds: $794M → $374M (-$420M)

56% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 45

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
11
Increased
20
Reduced
45
Closed
22
Calls
$232K
Puts
Net Calls
+$232K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$66.3M -$30.3M -208,333 -31%
WI
2
WBI Investments
New Jersey
$50.8M -$6.36M -43,723 -11%
Wells Fargo
3
Wells Fargo
California
$32.3M -$25.1M -172,468 -44%
Morgan Stanley
4
Morgan Stanley
New York
$26.2M -$27.2M -186,675 -51%
UBS Group
5
UBS Group
Switzerland
$21.6M -$22.2M -152,725 -51%
NA
6
NewEdge Advisors
Louisiana
$10.3M -$1.8M -12,392 -15%
SWA
7
SFMG Wealth Advisors
Texas
$8.83M -$97.7K -671 -1%
SG Americas Securities
8
SG Americas Securities
New York
$8.44M
Wolverine Trading
9
Wolverine Trading
Illinois
$8.28M +$8.29M +56,962 New
Stifel Financial
10
Stifel Financial
Missouri
$7.69M -$1.49M -10,242 -16%
IFS
11
Ifrah Financial Services
Arkansas
$6.62M -$74.1K -509 -1%
UCFA
12
United Capital Financial Advisors
Texas
$6.49M -$2.14M -14,716 -25%
LPL Financial
13
LPL Financial
California
$6.22M -$726K -4,992 -10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.09M -$6.16M -42,311 -50%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.04M -$6.79M -46,634 -53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.65M -$3.36M -23,055 -37%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$5.47M
AssetMark Inc
18
AssetMark Inc
California
$5.41M +$5.12M +35,187 +1,611%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$5.09M +$4.4M +30,202 +613%
RJA
20
Raymond James & Associates
Florida
$5M -$50.2M -345,193 -91%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.82M -$628K -4,316 -11%
CCP
22
Cardan Capital Partners
Colorado
$4.75M +$67.4K +463 +1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.31M +$3.25M +22,312 +301%
Ameriprise
24
Ameriprise
Minnesota
$4.14M -$2.12M -14,588 -34%
VKH
25
Virtu KCG Holdings
New York
$4.1M +$4.12M +28,318 New

TLH Hedge Fund Activity: Q3 2016 in Review

87 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2016, worth a combined $374M — down 53% from $794M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TLH and 11 opened new positions — a net loss of 11 holders — while 45 trimmed existing stakes and 20 added.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $8.29M. The largest seller was RiverFront Investment Group, cutting an estimated $187M.

  • 87 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2016, down from 100 in Q2 2016.
  • Funds reported $374M of iShares 10-20 Year Treasury Bond ETF stock for Q3 2016, down 53% quarter-over-quarter.
  • 11 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2016 and 22 closed out, a net change of -11 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2016 was Wolverine Trading, an estimated $8.29M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2016 was RiverFront Investment Group, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2016.