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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
226
Great Valley Advisor Group
Delaware
$2.62M +$2.31M +14,014 +718%
BC
227
Brinker Capital
Pennsylvania
$2.59M +$1.34M +8,132 +106%
BRWA
228
B. Riley Wealth Advisors
Florida
$2.58M -$824K -5,007 -24%
TCM
229
Tuttle Capital Management
Connecticut
$2.58M -$21.6M -131,206 -89%
OC
230
Oppenheimer & Co
New York
$2.5M -$12.3M -74,541 -83%
SF
231
Synovus Financial
Georgia
$2.5M +$2.23M +13,516 +795%
UR
232
USCA RIA
Texas
$2.46M +$2.1M +12,729 +554%
AIG
233
American International Group
New York
$2.33M -$510K -3,100 -18%
TI
234
Trexquant Investment
Connecticut
$2.33M +$2.33M +14,181 New
First Trust Advisors
235
First Trust Advisors
Illinois
$2.3M -$1.39M -8,417 -37%
DS
236
DRW Securities
Illinois
$2.3M +$2.31M +14,032 New
WP
237
WealthPLAN Partners
Nebraska
$2.29M +$2.3M +14,000 New
AFP
238
Ausdal Financial Partners
Iowa
$2.25M -$554K -3,364 -20%
DWA
239
Dorsey Wright & Associates
California
$2.23M -$2.49M -15,155 -53%
SFS
240
Sowell Financial Services
Arkansas
$2.23M -$4.26M -25,883 -66%
WA
241
WESPAC Advisors
California
$2.22M +$2.23M +13,537 New
SCM
242
Symons Capital Management
Pennsylvania
$2.17M +$798K +4,845 +58%
BA
243
Ballast Advisors
Minnesota
$2.17M +$2.17M +13,208 +44,027%
William Blair & Company
244
William Blair & Company
Illinois
$2.17M +$69.5K +422 +3%
RC
245
Rovin Capital
Arizona
$2.15M -$2.74M -16,624 -56%
SW
246
SteelPeak Wealth
California
$2.14M -$2.34M -14,238 -52%
BFIC
247
Bedell Frazier Investment Counselling
California
$2.08M -$203K -1,235 -9%
TSA
248
Tri-Star Advisors
Texas
$2.06M +$2.03M +12,327 New
SFSIG
249
San Francisco Sentry Investment Group
California
$2.04M +$1.29M +7,856 +171%
CAS
250
Cascadia Advisory Services
Oregon
$1.95M +$1.96M +11,912 New

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.