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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
226
Sage Advisory Services
Texas
$714K +$293K +2,451 +72%
VWA
227
V Wealth Advisors
Kansas
$714K +$439K +3,672 +170%
SBH
228
Segall Bryant & Hamill
Illinois
$700K -$83.7K -700 -11%
GIP
229
Granite Investment Partners
California
$648K +$637K +5,325 New
DADC
230
D.A. Davidson & Co
Montana
$625K +$120 +1 +0%
OIA
231
Optimum Investment Advisors
Illinois
$609K
MHS
232
M Holdings Securities
Oregon
$598K -$223K -1,862 -27%
AFP
233
Ausdal Financial Partners
Iowa
$591K -$52K -435 -8%
CIAS
234
Capital Investment Advisory Services
North Carolina
$557K -$170K -1,424 -24%
RA
235
RFG Advisory
Alabama
$511K +$502K +4,198 New
AWM
236
Avior Wealth Management
Nebraska
$463K -$21.3K -178 -4%
NFG
237
Next Financial Group
Texas
$462K -$836K -6,989 -65%
IWC
238
Integrated Wealth Concepts
Massachusetts
$460K +$229K +1,914 +102%
FIMG
239
Financial & Investment Management Group
Michigan
$457K
ATC
240
Argent Trust Co
Tennessee
$453K
DE
241
Day & Ennis
Georgia
$443K +$5.86K +49 +1%
TIA
242
Tiemann Investment Advisors
California
$419K -$12K -100 -3%
BRWA
243
B. Riley Wealth Advisors
Florida
$418K +$1.79K +15 +0.4%
KWMG
244
King Wealth Management Group
Florida
$411K +$7.66K +64 +2%
DAS
245
Dynamic Advisor Solutions
Arizona
$384K +$158K +1,321 +72%
M&T Bank
246
M&T Bank
New York
$370K -$109K -909 -23%
A
247
AdvicePeriod
California
$367K -$89.8K -751 -20%
TMC
248
Trellus Management Company
Florida
$365K +$359K +3,000 New
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$348K
HWA
250
HCR Wealth Advisors
California
$347K -$85.9K -718 -20%

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.