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iShares 10-20 Year Treasury Bond ETF

154 hedge funds and large institutions have $1.1B invested in iShares 10-20 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

33% more capital invested

Capital invested by funds: $827M → $1.1B (+$275M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11.34% more ownership

Funds ownership: 63.89%75.23% (+11%)

6% more funds holding

Funds holding: 145154 (+9)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

44% less call options, than puts

Call options by funds: $541K | Put options by funds: $971K

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
36
Increased
48
Reduced
47
Closed
25
Calls
$541K
Puts
$971K
Net Calls
-$430K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$285M +$211M +1,307,331 +273%
RBA
2
Richard Bernstein Advisors
New York
$132M +$134M +829,276 New
AssetMark Inc
3
AssetMark Inc
California
$122M -$47.7M -294,833 -28%
CA
4
Cambridge Associates
Massachusetts
$85.9M +$60M +370,980 +220%
BlackRock
5
BlackRock
New York
$80.3M +$14.7M +91,087 +22%
Jane Street
6
Jane Street
New York
$67.9M +$15.5M +95,858 +29%
RIG
7
RiverFront Investment Group
Virginia
$29.1M +$577K +3,565 +2%
Morgan Stanley
8
Morgan Stanley
New York
$24.5M +$1.17M +7,222 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.3M +$14.9M +92,247 +154%
KF
10
Krilogy Financial
Missouri
$20.2M +$2.36M +14,619 +13%
Wells Fargo
11
Wells Fargo
California
$15.1M -$10.2M -62,837 -40%
Ameriprise
12
Ameriprise
Minnesota
$14.6M -$843K -5,210 -6%
KP
13
Keel Point
Alabama
$14.1M -$6.67M -41,212 -32%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.3M +$5.37M +33,182 +76%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.4M +$147K +911 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$10.8M +$2.24M +13,856 +26%
UBS Group
17
UBS Group
Switzerland
$10.2M -$99.3K -614 -0.9%
IFS
18
Ifrah Financial Services
Arkansas
$8.16M +$126K +778 +2%
CWM
19
CMH Wealth Management
New Hampshire
$7.69M +$7.81M +48,282 New
LPL Financial
20
LPL Financial
California
$7.63M -$8.38M -51,832 -52%
HighTower Advisors
21
HighTower Advisors
Illinois
$7.08M +$1.22M +7,530 +20%
RJA
22
Raymond James & Associates
Florida
$6.71M +$1.31M +8,082 +24%
SPIA
23
Steward Partners Investment Advisory
New York
$5.55M +$267K +1,649 +5%
KAS
24
Kestra Advisory Services
Texas
$4.86M +$1.23M +7,576 +33%
RBCM
25
Raub Brock Capital Management
California
$4.71M -$73.6K -455 -2%

TLH Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2020, worth a combined $1.1B — up 33% from $827M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TLH positions and 25 closed out — a net gain of 11 holders — while 48 added to existing stakes and 47 trimmed.

The largest buyer was Bank of America, adding an estimated $211M. The largest seller was AssetMark Inc, cutting an estimated $47.7M.

  • 154 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $1.1B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2020, up 33% quarter-over-quarter.
  • 36 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2020 and 25 closed out, a net change of +11 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2020 was Bank of America, an estimated $211M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2020 was AssetMark Inc, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2020.