We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
Moller Wealth Partners
$646K +$2.64K +22 +0.4%
HSBC Holdings
227
HSBC Holdings
United Kingdom
$640K -$228K -1,901 -26%
CG
228
Colony Group
Massachusetts
$628K -$12K -100 -2%
CCA
229
Checchi Capital Advisers
California
$600K +$36.2K +302 +6%
PWM
230
Perigon Wealth Management
California
$588K +$44.4K +370 +8%
VC
231
Vicus Capital
Pennsylvania
$578K -$2.98M -24,807 -84%
HF
232
HRT Financial
New York
$545K -$245K -2,042 -31%
UBS AM
233
UBS AM
Illinois
$535K -$170K -1,420 -24%
SPC
234
Sigma Planning Corp
Michigan
$533K -$211K -1,760 -29%
OAM
235
Oppenheimer Asset Management
New York
$486K +$483K +4,028 New
AWM
236
Avior Wealth Management
Nebraska
$480K -$8.16K -68 -2%
FWM
237
Frontier Wealth Management
Missouri
$477K -$498K -4,148 -51%
WP
238
WealthSource Partners
California
$464K +$222K +1,847 +92%
ISL
239
Ingalls & Snyder LLC
New York
$445K
TIA
240
Tiemann Investment Advisors
California
$428K -$3K -25 -0.7%
QC
241
QCM Cayman
Texas
$418K +$416K +3,466 New
TRCT
242
Tower Research Capital (TRC)
New York
$412K +$390K +3,253 +1,996%
LFG
243
LifePlan Financial Group
Ohio
$410K -$351K -2,924 -46%
FIMG
244
Financial & Investment Management Group
Michigan
$404K +$401K +3,345 New
VFA
245
Virtus Fund Advisers
Connecticut
$392K -$24.2K -202 -6%
FEG
246
Financial Enhancement Group
Indiana
$381K +$379K +3,159 New
WS
247
Wedbush Securities
California
$374K -$152K -1,263 -29%
BFM
248
Boothbay Fund Management
New York
$362K
FAT
249
First American Trust
California
$357K -$5.16M -42,993 -94%
CAN
250
Cetera Advisor Networks
California
$357K -$69.6K -580 -16%

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.