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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
226
Van Hulzen Asset Management
California
$2.21M -$11.6K -78 -0.5%
QAM
227
Q3 Asset Management
Michigan
$2.17M +$2.23M +15,035 New
CI
228
Cavalier Investments
Georgia
$2.13M +$2.2M +14,784 New
WP
229
WealthPLAN Partners
Nebraska
$2.11M -$297 -2 -0%
IWN
230
Independent Wealth Network
Iowa
$2.06M +$2.1M +14,131 New
AIG
231
American International Group
New York
$2.05M
KAS
232
Kestra Advisory Services
Texas
$1.98M -$39.2K -264 -2%
MA
233
Mutual Advisors
Nebraska
$1.95M -$427K -2,875 -18%
WF
234
Williams Financial
Vermont
$1.95M +$489K +3,291 +32%
CGPCS
235
Capital Group Private Client Services
California
$1.9M +$1.95M +13,150 New
KF
236
Krilogy Financial
Missouri
$1.89M -$902K -6,076 -32%
SEM
237
Strategic Equity Management
Arizona
$1.86M +$189K +1,275 +11%
I2I
238
Insight 2811 Inc
Illinois
$1.83M +$407K +2,743 +28%
DWM
239
Darwin Wealth Management
Florida
$1.8M -$3.27M -22,055 -64%
PMAM
240
Picton Mahoney Asset Management
Ontario, Canada
$1.8M
WS
241
Wedbush Securities
California
$1.78M -$871K -5,869 -32%
MWA
242
Meridian Wealth Advisors
Texas
$1.75M -$6.53K -44 -0.4%
BCI
243
Brinker Capital Investments
Pennsylvania
$1.74M
FAIM
244
Financial Advocates Investment Management
Washington
$1.74M -$109K -735 -6%
LFAS
245
Level Four Advisory Services
Texas
$1.74M -$619K -4,170 -26%
SFO
246
Stokes Family Office
Louisiana
$1.7M +$1.74M +11,743 New
MPPLM
247
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.68M +$1.72M +11,613 New
APA
248
American Portfolios Advisors
New York
$1.61M +$401K +2,698 +32%
PCS
249
Personal CFO Solutions
New Jersey
$1.6M +$251K +1,689 +18%
ED
250
Exane Derivatives
France
$1.59M -$15.1K -102 -0.9%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.