iShares 10-20 Year Treasury Bond ETF
353 hedge funds and large institutions have $5.61B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 183 increasing their positions, 59 reducing their positions, and 41 closing their positions.
1,043% more capital inflows, than outflows
Capital inflows: $1.69B | Capital outflows: $148M
210% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 59
120% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 41
14% more funds holding
Funds holding: 309 → 353 (+44)
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
8% more call options, than puts
Call options by funds: $703K | Put options by funds: $649K
101.82% less ownership
Funds ownership: 195.88% → 94.06% (-102%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
+$588M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$267M |
| 3 |
Congress Wealth Management
Boston,
Massachusetts
|
+$98.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$70.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$61.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
-$17.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.2M |
| 3 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$10.9M |
| 4 |
Empowered Funds
Havertown,
Pennsylvania
|
-$9.35M |
| 5 |
RiverFront Investment Group
Richmond,
Virginia
|
-$9.1M |
TLH Hedge Fund Activity: Q4 2022 in Review
353 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q4 2022, worth a combined $5.61B — up 35% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new TLH positions and 41 closed out — a net gain of 49 holders — while 183 added to existing stakes and 59 trimmed.
The largest buyer was Forum Financial Management, opening a new position worth an estimated $588M. The largest seller was EWG Elevate, cutting an estimated $17.9M.
- 353 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q4 2022, up from 309 in Q3 2022.
- Funds reported $5.61B of iShares 10-20 Year Treasury Bond ETF stock for Q4 2022, up 35% quarter-over-quarter.
- 90 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q4 2022 and 41 closed out, a net change of +49 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q4 2022 was Forum Financial Management, an estimated $588M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q4 2022 was EWG Elevate, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2022.