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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$2.19M -$4.12M -32,425 -66%
Janus Henderson Group
227
Janus Henderson Group
United Kingdom
$2.14M -$321K -2,524 -14%
IIA
228
IPG Investment Advisors
California
$2.11M
MWP
229
Moller Wealth Partners
$2.1M -$8.39M -66,030 -81%
VAS
230
Vestmark Advisory Solutions
Massachusetts
$2.07M +$964K +7,590 +95%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$2.03M -$618K -4,868 -24%
TSS
232
Two Sigma Securities
New York
$2.02M +$1.93M +15,218 New
FHC
233
First Heartland Consultants
Missouri
$1.95M +$491K +3,869 +36%
SFSIG
234
San Francisco Sentry Investment Group
California
$1.79M +$504K +3,972 +42%
XS
235
XR Securities
Illinois
$1.78M -$188K -1,484 -10%
SI
236
Stephens Inc
Arkansas
$1.77M +$1.1M +8,662 +186%
KP
237
Keel Point
Alabama
$1.75M +$126K +996 +8%
SCP
238
Silverleafe Capital Partners
Tennessee
$1.75M -$2.1M -16,548 -56%
Northern Trust
239
Northern Trust
Illinois
$1.7M -$1.56M -12,258 -46%
HGWM
240
Harvest Group Wealth Management
Massachusetts
$1.65M +$1.52M +11,954 +2,599%
Bessemer Group
241
Bessemer Group
New Jersey
$1.61M -$444K -3,500 -22%
IFS
242
Ifrah Financial Services
Arkansas
$1.56M +$52.3K +412 +4%
NFP
243
Narus Financial Partners
Utah
$1.53M +$1.47M +11,557 New
RFC
244
Regions Financial Corp
Alabama
$1.53M -$22.1K -174 -1%
Comerica Bank
245
Comerica Bank
Texas
$1.53M +$1.2M +9,410 +429%
AFP
246
Ausdal Financial Partners
Iowa
$1.51M +$452K +3,560 +45%
RIA
247
Regal Investment Advisors
Michigan
$1.46M -$466K -3,668 -25%
CAMG
248
CWA Asset Management Group
Florida
$1.45M +$116K +916 +9%
MAFM
249
Mid Atlantic Financial Management
Pennsylvania
$1.44M -$53K -417 -4%
AWM
250
Alterna Wealth Management
Texas
$1.44M +$1.37M +10,801 New

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.