iShares 10-20 Year Treasury Bond ETF
409 hedge funds and large institutions have $7.1B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 121 reducing their positions, and 56 closing their positions.
148% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $4.28M
59% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 121
1.31% more ownership
Funds ownership: 87.75% → 89.06% (+1.3%)
4% more capital invested
Capital invested by funds: $6.85B → $7.1B (+$245M)
0% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 56
3% less funds holding
Funds holding: 420 → 409 (-11)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$116M |
| 2 |
AssetMark Inc
Concord,
California
|
+$72M |
| 3 |
JP Morgan Chase
New York
|
+$44.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$41.5M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$67.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$59.8M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$43.2M |
| 4 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$31.8M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$19M |
TLH Hedge Fund Activity: Q1 2024 in Review
409 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2024, worth a combined $7.1B — up 3.6% from $6.85B a quarter earlier.
Fund positioning in TLH was balanced in Q1 2024: 56 funds opened new positions, 56 closed out, 192 added to existing stakes and 121 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $116M. The largest seller was Coldstream Capital Management, cutting an estimated $67.1M.
- 409 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2024, down from 420 in Q4 2023.
- Funds reported $7.1B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
- 56 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2024 and 56 closed out, a net change of 0 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2024 was Annex Advisory Services, an estimated $116M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2024 was Coldstream Capital Management, an estimated $67.1M sold.
Based on aggregated 13F filings for Q1 2024.