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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
226
Proficio Capital Partners
Massachusetts
$3.13M +$877K +6,358 +37%
TWC
227
TD Waterhouse Canada
Ontario, Canada
$3.1M +$1.15M +8,323 +55%
Optiver Holding
228
Optiver Holding
Netherlands
$3.08M -$940K -6,815 -23%
KWM
229
Kingsview Wealth Management
Oregon
$3.06M +$1.5M +10,877 +89%
SWP
230
ShoreHaven Wealth Partners
New Jersey
$3.04M +$3.18M +23,036 New
MHS
231
M Holdings Securities
Oregon
$3.04M +$3.17M +22,996 New
FAIM
232
Financial Advocates Investment Management
Washington
$2.97M +$828K +6,000 +36%
VFA
233
Voya Financial Advisors
Connecticut
$2.97M -$61.1M -442,928 -95%
AI
234
Atom Investors
Texas
$2.95M +$786K +5,698 +34%
IA
235
IndexIQ Advisors
New York
$2.89M +$1.73M +12,530 +134%
LG
236
Leuthold Group
Minnesota
$2.87M +$3M +21,728 New
VIA
237
Vident Investment Advisory
Georgia
$2.86M +$1.58M +11,451 +113%
KCM
238
Kornitzer Capital Management
Kansas
$2.82M +$549K +3,980 +23%
KAS
239
Kestra Advisory Services
Texas
$2.81M +$1.48M +10,708 +101%
BCM
240
Boltwood Capital Management
California
$2.79M +$342K +2,477 +13%
RWIA
241
Roger Wittlin Investment Advisory
California
$2.76M -$203K -1,469 -7%
TSS
242
Two Sigma Securities
New York
$2.74M +$1.64M +11,902 +135%
LPT
243
Legacy Private Trust
Wisconsin
$2.68M +$388K +2,812 +16%
ACI
244
Alpha Cubed Investments
California
$2.62M +$2.74M +19,852 New
CCA
245
Checchi Capital Advisers
California
$2.62M -$2.12M -15,336 -44%
Sumitomo Mitsui Trust Group
246
Sumitomo Mitsui Trust Group
Japan
$2.59M +$1.29M +9,330 +91%
SAM
247
SignalPoint Asset Management
Missouri
$2.52M +$69K +500 +3%
BAM
248
Belpointe Asset Management
Nevada
$2.51M -$308K -2,234 -11%
BA
249
Ballast Advisors
Minnesota
$2.4M +$13K +94 +0.5%
IWP
250
Icon Wealth Partners
Texas
$2.4M +$339K +2,457 +16%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.