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iShares 10-20 Year Treasury Bond ETF

278 hedge funds and large institutions have $2B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 38

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

83% more capital invested

Capital invested by funds: $1.09B → $2B (+$909M)

37.21% more ownership

Funds ownership: 71.42%108.63% (+37%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 242278 (+36)

Holders
278
Holders Change
+36
Holders Change %
+14.88%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
73
Increased
140
Reduced
38
Closed
32
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$476M +$388M +2,769,814 +361%
Bank of America
2
Bank of America
North Carolina
$239M +$48M +342,477 +24%
AssetMark Inc
3
AssetMark Inc
California
$159M -$192K -1,372 -0.1%
BlackRock
4
BlackRock
New York
$115M +$52.1M +371,613 +77%
RBA
5
Richard Bernstein Advisors
New York
$87.9M +$5.4M +38,577 +6%
LPL Financial
6
LPL Financial
California
$86.6M +$61.6M +439,829 +216%
Morgan Stanley
7
Morgan Stanley
New York
$79.9M +$47.1M +335,970 +130%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$58.3M +$60.7M +433,101 +3,609,175%
Osaic Holdings
9
Osaic Holdings
Arizona
$55.2M +$34.3M +244,868 +143%
PAS
10
Park Avenue Securities
New York
$47M +$35.9M +256,548 +276%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$32.9M +$27.2M +194,501 +388%
Jane Street
12
Jane Street
New York
$31.9M +$30.8M +219,562 +1,267%
5L
13
55I LLC
Massachusetts
$29M +$16.9M +120,414 +126%
Ameriprise
14
Ameriprise
Minnesota
$26.4M +$24.7M +176,538 +896%
Stifel Financial
15
Stifel Financial
Missouri
$24.7M +$22.6M +160,988 +721%
MML Investors Services
16
MML Investors Services
Massachusetts
$20.2M +$15.5M +110,930 +284%
Wells Fargo
17
Wells Fargo
California
$18.4M +$4.03M +28,739 +27%
BA
18
Bridge Advisory
California
$16.7M +$16.4M +117,084 +1,726%
KF
19
Krilogy Financial
Missouri
$15.7M +$204K +1,458 +1%
RIG
20
RiverFront Investment Group
Virginia
$15.5M +$296K +2,112 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.8M +$13.5M +96,221 +692%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.5M +$3.59M +25,647 +34%
TI
23
Tidal Investments
Wisconsin
$13.2M +$13.7M +98,069 New
UBS Group
24
UBS Group
Switzerland
$13.1M +$1.68M +12,017 +14%
RJA
25
Raymond James & Associates
Florida
$10.9M +$4.2M +29,964 +59%

TLH Hedge Fund Activity: Q1 2022 in Review

278 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2022, worth a combined $2B — up 83% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TLH positions and 32 closed out — a net gain of 41 holders — while 140 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $8.82M.

  • 278 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2022, up from 242 in Q4 2021.
  • Funds reported $2B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2022, up 83% quarter-over-quarter.
  • 73 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2022 and 32 closed out, a net change of +41 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $500M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q1 2022.