iShares 10-20 Year Treasury Bond ETF
146 hedge funds and large institutions have $793M invested in iShares 10-20 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
17% more funds holding
Funds holding: 125 → 146 (+21)
2% more capital invested
Capital invested by funds: $776M → $793M (+$16.8M)
6.43% less ownership
Funds ownership: 68.91% → 62.48% (-6.4%)
16% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 50
59% less call options, than puts
Call options by funds: $485K | Put options by funds: $1.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$125M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$25.1M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$24.8M |
| 4 |
BlackRock
New York
|
+$17.1M |
| 5 |
Jane Street
New York
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$70.5M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$50M |
| 3 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$32.2M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$14.2M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$13.8M |
TLH Hedge Fund Activity: Q2 2020 in Review
146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2020, worth a combined $793M — up 2.2% from $776M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new TLH positions and 13 closed out — a net gain of 22 holders — while 42 added to existing stakes and 50 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $125M. The largest seller was Bank of Montreal, cutting an estimated $70.5M.
- 146 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2020, up from 125 in Q1 2020.
- Funds reported $793M of iShares 10-20 Year Treasury Bond ETF stock for Q2 2020, up 2.2% quarter-over-quarter.
- 35 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2020 and 13 closed out, a net change of +22 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2020 was AssetMark Inc, an estimated $125M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2020 was Bank of Montreal, an estimated $70.5M sold.
Based on aggregated 13F filings for Q2 2020.