iShares 10-20 Year Treasury Bond ETF
TLH
81 hedge funds and large institutions have $244M invested in iShares 10-20 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
4% more funds holding
Funds holding: 78 → 81 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
11.75% less ownership
Funds ownership: 61.59% → 49.84% (-12%)
36% less capital invested
Capital invested by funds: $378M → $244M (-$134M)
66% less call options, than puts
Call options by funds: $326K | Put options by funds: $966K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.99M |
| 3 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
+$4.01M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$3.9M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$61.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$60.2M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$22.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.34M |
TLH Hedge Fund Activity: Q4 2017 in Review
81 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2017, worth a combined $244M — down 36% from $378M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TLH positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.75M. The largest seller was United Capital Financial Advisors, cutting an estimated $61.2M.
- 81 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2017, up from 78 in Q3 2017.
- Funds reported $244M of iShares 10-20 Year Treasury Bond ETF stock for Q4 2017, down 36% quarter-over-quarter.
- 13 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2017 and 10 closed out, a net change of +3 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2017 was Morgan Stanley, an estimated $6.75M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2017 was United Capital Financial Advisors, an estimated $61.2M sold.
Based on aggregated 13F filings for Q4 2017.