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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
226
Private Wealth Advisors (California)
California
$5.51M +$1.26M +12,009 +30%
GM
227
GeoWealth Management
Illinois
$5.41M -$383K -3,661 -7%
SSA
228
Schonfeld Strategic Advisors
New York
$5.38M +$3.72M +35,580 +237%
AC
229
Aristides Capital
Kentucky
$5.32M +$2.81M +26,825 +116%
WP
230
WealthSource Partners
California
$5.28M -$267K -2,554 -5%
NL
231
NWAM LLC
Washington
$5.24M +$645K +6,168 +14%
AIP
232
Ahrens Investment Partners
Louisiana
$5.24M -$721K -6,893 -12%
KLC
233
Knowledge Leaders Capital
Colorado
$5.19M +$5.11M +48,834 New
I
234
INVST
Indiana
$5.13M +$184K +1,755 +4%
Allianz Asset Management
235
Allianz Asset Management
Germany
$5.1M +$5.01M +47,900 New
AF
236
Allworth Financial
California
$5.07M +$4.86M +46,449 +3,758%
CFD
237
Creative Financial Designs
Indiana
$5.03M +$4.31M +41,155 +670%
First Trust Advisors
238
First Trust Advisors
Illinois
$5.01M +$231K +2,212 +5%
Franklin Resources
239
Franklin Resources
California
$4.92M +$483K +4,614 +11%
MWM
240
Mattern Wealth Management
Kansas
$4.92M +$4.83M +46,209 New
CFA
241
Camarda Financial Advisors
Florida
$4.81M +$223K +2,136 +5%
OPS
242
Orion Portfolio Solutions
Nebraska
$4.78M +$2.11M +20,128 +81%
BCI
243
Brinker Capital Investments
Pennsylvania
$4.78M +$4.7M +44,919 New
TCCM
244
Timber Creek Capital Management
Massachusetts
$4.77M +$929K +8,880 +25%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$4.76M +$118K +1,123 +3%
SXL
246
Summit X LLC
Missouri
$4.75M +$4.67M +44,629 New
DADC
247
D.A. Davidson & Co
Montana
$4.66M +$901K +8,611 +24%
UAS
248
United Asset Strategies
New York
$4.59M +$2.94M +28,142 +524%
CL
249
Choreo LLC
Illinois
$4.58M +$4.5M +43,031 New
BCP
250
Berkeley Capital Partners
Georgia
$4.57M +$129K +1,236 +3%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.