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iShares 10-20 Year Treasury Bond ETF

308 hedge funds and large institutions have $4.16B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 58

167% more call options, than puts

Call options by funds: $872K | Put options by funds: $327K

113% more funds holding in top 10

Funds holding in top 10: 817 (+9)

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

96% more capital invested

Capital invested by funds: $2.12B → $4.16B (+$2.04B)

10% more funds holding

Funds holding: 280308 (+28)

3.07% more ownership

Funds ownership: 90.54%93.61% (+3.1%)

Holders
308
Holders Change
+28
Holders Change %
+10%
% of All Funds
5.31%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.29%
New
66
Increased
162
Reduced
58
Closed
32
Calls
$872K
Puts
$327K
Net Calls
+$545K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.16B +$886M +7,488,597 +235%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$596M +$139M +1,173,233 +27%
RBA
3
Richard Bernstein Advisors
New York
$500M +$467M +3,946,670 +618%
Ameriprise
4
Ameriprise
Minnesota
$337M +$354M +2,990,471 +2,856%
BlackRock
5
BlackRock
New York
$148M -$5.27M -44,560 -3%
Morgan Stanley
6
Morgan Stanley
New York
$117M +$23.1M +195,135 +22%
LPL Financial
7
LPL Financial
California
$94M +$8.36M +70,645 +9%
AAS
8
Annex Advisory Services
Wisconsin
$84.7M +$92M +777,170 New
RIG
9
RiverFront Investment Group
Virginia
$73.9M +$77.3M +653,602 +1,337%
Truist Financial
10
Truist Financial
North Carolina
$69.2M +$29.5M +249,546 +65%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$67.1M +$17.3M +145,843 +31%
Osaic Holdings
12
Osaic Holdings
Arizona
$56.6M +$14.2M +119,732 +30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$48M +$41.1M +346,974 +372%
RJA
14
Raymond James & Associates
Florida
$47.1M +$35.7M +301,634 +230%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$43.7M +$15M +126,551 +46%
PAS
16
Park Avenue Securities
New York
$43.1M +$1.06M +8,940 +2%
KF
17
Krilogy Financial
Missouri
$32.5M +$5.65M +47,710 +19%
Stifel Financial
18
Stifel Financial
Missouri
$27.2M +$6.9M +58,306 +30%
MML Investors Services
19
MML Investors Services
Massachusetts
$25.3M +$4.53M +38,249 +20%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.3M +$9.09M +76,841 +56%
FFBTD
21
First Financial Bank - Trust Division
Ohio
$22.1M +$24M +202,826 New
UBS Group
22
UBS Group
Switzerland
$20M +$6.65M +56,229 +44%
EE
23
EWG Elevate
California
$18M +$19.6M +165,223 New
AWS
24
Atria Wealth Solutions
New York
$14.8M +$11.4M +96,171 +241%
BA
25
Bridge Advisory
California
$14.8M +$422K +3,570 +3%

TLH Hedge Fund Activity: Q3 2022 in Review

308 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2022, worth a combined $4.16B — up 96% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TLH positions and 32 closed out — a net gain of 34 holders — while 162 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $886M. The largest seller was Goldman Sachs, cutting an estimated $12.3M.

  • 308 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2022, up from 280 in Q2 2022.
  • Funds reported $4.16B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2022, up 96% quarter-over-quarter.
  • 66 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2022 and 32 closed out, a net change of +34 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2022 was Bank of America, an estimated $886M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2022 was Goldman Sachs, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2022.