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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$516M +$93.5M +762,277 +22%
Bank of America
2
Bank of America
North Carolina
$383M +$173M +1,410,584 +80%
BlackRock
3
BlackRock
New York
$169M +$67.6M +550,603 +64%
Morgan Stanley
4
Morgan Stanley
New York
$105M +$34.5M +280,825 +47%
LPL Financial
5
LPL Financial
California
$95.2M +$18.3M +149,325 +23%
RBA
6
Richard Bernstein Advisors
New York
$76.7M -$2.26M -18,408 -3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$56.5M +$4.53M +36,892 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$48M -$2.02M -16,504 -4%
PAS
9
Park Avenue Securities
New York
$46.4M +$4.55M +37,052 +11%
Truist Financial
10
Truist Financial
North Carolina
$46.3M +$45.1M +367,511 +2,038%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$33M +$3.68M +30,002 +12%
KF
12
Krilogy Financial
Missouri
$30.1M +$16.4M +133,847 +115%
MML Investors Services
13
MML Investors Services
Massachusetts
$23.3M +$5.38M +43,833 +29%
Stifel Financial
14
Stifel Financial
Missouri
$23M +$996K +8,117 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.5M +$3.32M +27,089 +25%
BA
16
Bridge Advisory
California
$16M +$1.02M +8,348 +7%
RJA
17
Raymond James & Associates
Florida
$15.7M +$6.14M +50,022 +62%
UBS Group
18
UBS Group
Switzerland
$15.3M +$3.67M +29,903 +31%
Goldman Sachs
19
Goldman Sachs
New York
$13.2M +$13.5M +109,927 New
Ameriprise
20
Ameriprise
Minnesota
$12.6M -$11.2M -91,554 -47%
Wells Fargo
21
Wells Fargo
California
$11.8M -$4.66M -38,004 -28%
MSWMA
22
Market Street Wealth Management Advisors
Indiana
$11.3M +$6.92M +56,359 +148%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11.2M -$863K -7,037 -7%
JC
24
JB Capital
Connecticut
$10.6M +$2.03M +16,505 +23%
WP
25
WealthSource Partners
California
$9.47M +$3.65M +29,761 +61%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.