iShares 10-20 Year Treasury Bond ETF
TLH
373 hedge funds and large institutions have $7.67B invested in iShares 10-20 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 43 closing their positions.
65% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 43
37% more capital invested
Capital invested by funds: $5.61B → $7.67B (+$2.06B)
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
30% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 123
6% more funds holding
Funds holding: 353 → 373 (+20)
0.83% more ownership
Funds ownership: 94.06% → 94.89% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$512M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$291M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$191M |
| 4 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$175M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$31.9M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$31.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$17.4M |
| 4 |
PAS
Park Avenue Securities
New York
|
-$11.7M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$9.74M |
TLH Hedge Fund Activity: Q1 2023 in Review
373 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2023, worth a combined $7.67B — up 37% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new TLH positions and 43 closed out — a net gain of 28 holders — while 160 added to existing stakes and 123 trimmed.
The largest buyer was Bank of America, adding an estimated $512M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $31.9M.
- 373 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2023, up from 353 in Q4 2022.
- Funds reported $7.67B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 71 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2023 and 43 closed out, a net change of +28 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $512M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2023 was Carson Wealth (CWM LLC), an estimated $31.9M sold.
Based on aggregated 13F filings for Q1 2023.