iShares 10-20 Year Treasury Bond ETF
478 hedge funds and large institutions have $6.76B invested in iShares 10-20 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 39 closing their positions.
113% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 39
76% more call options, than puts
Call options by funds: $3.19M | Put options by funds: $1.81M
37% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 150
26% more funds holding in top 10
Funds holding in top 10: 19 → 24 (+5)
9% more funds holding
Funds holding: 438 → 478 (+40)
2% more capital invested
Capital invested by funds: $6.65B → $6.76B (+$115M)
3.5% less ownership
Funds ownership: 86.86% → 83.37% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$93.3M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$83.1M |
| 3 |
AssetMark Inc
Concord,
California
|
+$70.8M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$26.4M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$194M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$156M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$129M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$125M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$97.5M |
TLH Hedge Fund Activity: Q3 2024 in Review
478 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q3 2024, worth a combined $6.76B — up 1.7% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new TLH positions and 39 closed out — a net gain of 44 holders — while 205 added to existing stakes and 150 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $93.3M. The largest seller was Truist Financial, cutting an estimated $194M.
- 478 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q3 2024, up from 438 in Q2 2024.
- Funds reported $6.76B of iShares 10-20 Year Treasury Bond ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
- 83 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q3 2024 and 39 closed out, a net change of +44 holders.
- The largest iShares 10-20 Year Treasury Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $93.3M added.
- The largest iShares 10-20 Year Treasury Bond ETF seller in Q3 2024 was Truist Financial, an estimated $194M sold.
Based on aggregated 13F filings for Q3 2024.