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iShares 10-20 Year Treasury Bond ETF

242 hedge funds and large institutions have $1.09B invested in iShares 10-20 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

19% more funds holding

Funds holding: 203242 (+39)

5% more capital invested

Capital invested by funds: $1.04B → $1.09B (+$52.8M)

2.96% more ownership

Funds ownership: 68.46%71.42% (+3%)

Holders
242
Holders Change
+39
Holders Change %
+19.21%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
73
Increased
94
Reduced
52
Closed
29
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$212M -$11.3M -76,608 -5%
AssetMark Inc
2
AssetMark Inc
California
$175M +$5M +33,741 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$114M +$11.8M +79,650 +12%
RBA
4
Richard Bernstein Advisors
New York
$91.7M -$1.3M -8,783 -1%
BlackRock
5
BlackRock
New York
$71.9M +$13.6M +91,674 +23%
Morgan Stanley
6
Morgan Stanley
New York
$38.2M -$144K -974 -0.4%
LPL Financial
7
LPL Financial
California
$30.2M +$2.61M +17,602 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.4M +$1.78M +12,017 +8%
KF
9
Krilogy Financial
Missouri
$17.1M -$2.84M -19,161 -14%
RIG
10
RiverFront Investment Group
Virginia
$16.7M +$354K +2,388 +2%
Wells Fargo
11
Wells Fargo
California
$16M +$3.7M +24,974 +30%
5L
12
55I LLC
Massachusetts
$14.1M +$2.07M +13,953 +17%
PAS
13
Park Avenue Securities
New York
$13.8M +$781K +5,275 +6%
UBS Group
14
UBS Group
Switzerland
$12.7M +$499K +3,371 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.1M -$108K -732 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$10.4M +$6.72M +45,403 +183%
LPT
17
Legacy Private Trust
Wisconsin
$10.3M +$10.3M +69,680 New
FTS
18
Fifth Third Securities
Ohio
$8.89M +$8.87M +59,891 New
RJA
19
Raymond James & Associates
Florida
$7.57M +$250K +1,688 +3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.43M -$820K -5,541 -10%
ST
21
Spinnaker Trust
Maine
$7.24M +$7.23M +48,816 New
SPIA
22
Steward Partners Investment Advisory
New York
$6.74M +$286K +1,930 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.79M +$635K +4,287 +12%
PWM
24
Pacific Wealth Management
California
$5.08M +$5.06M +34,209 New
WCM
25
Wealthcare Capital Management
Virginia
$4.78M +$3.64M +24,583 +312%

TLH Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2021, worth a combined $1.09B — up 5.1% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 29 closed out — a net gain of 44 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Jane Street, cutting an estimated $17.9M.

  • 242 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.09B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2021 and 29 closed out, a net change of +44 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2021 was BlackRock, an estimated $13.6M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2021.