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iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Checchi Capital Advisers
California
$639K +$643K +5,121 New
AFP
227
Ausdal Financial Partners
Iowa
$616K -$55.3K -440 -8%
CWM
228
Cornerstone Wealth Management
Missouri
$610K +$24.6K +196 +4%
VEA
229
Virtus ETF Advisers
New York
$610K +$614K +4,889 New
ATC
230
Argent Trust Co
Tennessee
$596K -$26.6K -212 -4%
SS
231
Simplicity Solutions
Minnesota
$592K -$13.7M -109,399 -96%
HF
232
HRT Financial
New York
$559K +$564K +4,486 New
UBS AM
233
UBS AM
Illinois
$532K -$14.5K -115 -3%
CPP
234
Crow Point Partners
Massachusetts
$529K +$534K +4,251 New
WAM
235
Wolverine Asset Management
Illinois
$524K +$528K +4,203 New
BRWA
236
B. Riley Wealth Advisors
Florida
$520K +$197K +1,565 +60%
QAM
237
Quantres Asset Management
Cayman Islands
$518K -$351K -2,790 -40%
PC
238
Premise Capital
Illinois
$512K +$288K +2,291 +125%
NBC
239
Neuberger Berman Canada
Ontario, Canada
$499K +$503K +4,000 New
FEG
240
Financial Enhancement Group
Indiana
$481K +$20.5K +163 +4%
AWM
241
Avior Wealth Management
Nebraska
$478K +$481K +3,830 New
DE
242
Day & Ennis
Georgia
$474K +$131K +1,041 +38%
PFS
243
Prospera Financial Services
Texas
$464K -$438K -3,485 -48%
YP
244
Yellowstone Partners
Idaho
$456K +$459K +3,653 New
TIA
245
Tiemann Investment Advisors
California
$442K
SXL
246
Summit X LLC
Missouri
$436K +$124K +987 +35%
SAS
247
Sage Advisory Services
Texas
$424K +$251 +2 +0.1%
Chevy Chase Trust
248
Chevy Chase Trust
Maryland
$424K +$427K +3,400 New
FIMG
249
Financial & Investment Management Group
Michigan
$417K +$420K +3,345 New
WS
250
Wedbush Securities
California
$416K +$16.5K +131 +4%

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.