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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
226
Sharkey, Howes & Javer
Colorado
$2.27M +$312K +2,096 +18%
CFGS
227
Concourse Financial Group Securities
Alabama
$2.22M +$463K +3,103 +30%
CF
228
Centaurus Financial
California
$2.17M +$1.46M +9,796 +294%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$2.14M +$808K +5,422 +72%
OIS
230
Okabena Investment Services
Minnesota
$2.14M -$1.27M -8,543 -40%
William Blair & Company
231
William Blair & Company
Illinois
$2.11M -$203K -1,365 -10%
ACP
232
Aveo Capital Partners
Colorado
$2.03M -$2.5M -16,764 -58%
Janus Henderson Group
233
Janus Henderson Group
United Kingdom
$2.02M +$86.7K +582 +5%
IFS
234
Ifrah Financial Services
Arkansas
$1.96M +$25.3K +170 +1%
CC
235
Copperleaf Capital
North Carolina
$1.9M +$895K +6,002 +109%
SCA
236
Snowden Capital Advisors
New York
$1.89M -$191K -1,284 -10%
LFG
237
LifePlan Financial Group
Ohio
$1.88M -$235K -1,574 -12%
HPC
238
Hobart Private Capital
North Carolina
$1.87M +$250K +1,678 +17%
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
$1.83M +$1.65M +11,099 New
BWA
240
BDO Wealth Advisors
Florida
$1.78M +$1.6M +10,760 +107,600%
VHAM
241
Van Hulzen Asset Management
California
$1.74M -$3.6M -24,147 -70%
IIA
242
IPG Investment Advisors
California
$1.74M -$321K -2,155 -17%
WB
243
WesBanco Bank
West Virginia
$1.74M -$1.13M -7,582 -42%
Deutsche Bank
244
Deutsche Bank
Germany
$1.73M -$742K -4,980 -32%
CF
245
Copperwynd Financial
Arizona
$1.72M +$1.56M +10,443 New
CA
246
Commerzbank Aktiengesellschaft
Germany
$1.71M
LA
247
LVW Advisors
New York
$1.7M -$408K -2,735 -21%
HNB
248
Huntington National Bank
Ohio
$1.7M
SC
249
Schoolcraft Capital
Colorado
$1.69M -$1.41M -9,456 -48%
CCA
250
Checchi Capital Advisers
California
$1.69M +$518K +3,476 +52%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.