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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
226
FPC Investment Advisory
California
$8.54M +$9.14M +96,651 New
AF
227
Alerus Financial
North Dakota
$8.54M +$8.54M +90,286 New
PP
228
Paloma Partners
Connecticut
$8.52M
KFS
229
Kelly Financial Services
Massachusetts
$8.51M +$123K +1,297 +1%
WFI
230
West Family Investments
California
$8.41M
VVP
231
Venture Visionary Partners
Ohio
$8.37M +$1.33M +14,024 +19%
ACM
232
Ategra Capital Management
Virginia
$8.18M +$2.01M +21,240 +33%
AWM
233
Avitas Wealth Management
California
$8.18M +$109K +1,154 +1%
HWA
234
Heartwood Wealth Advisors
Virginia
$8.15M +$591K +6,247 +8%
HFA
235
High Falls Advisors
New York
$8.15M -$1.61M -17,004 -16%
CCA
236
Cadent Capital Advisors
Oklahoma
$8.11M +$4.66M +49,237 +135%
RFS
237
Retirement Financial Solutions
Tennessee
$8.05M +$701K +7,411 +10%
GIA
238
Gladstone Institutional Advisory
Florida
$8.04M +$1.39M +14,676 +21%
AI
239
Arvest Investments
Arkansas
$8M +$1.63M +17,218 +26%
IFG
240
Independent Financial Group
California
$7.99M -$1.26M -13,283 -14%
EFG
241
Ethos Financial Group
Pennsylvania
$7.97M +$429K +4,531 +6%
RWM
242
Refined Wealth Management
Utah
$7.91M +$437K +4,616 +6%
RAG
243
RIA Advisory Group
Iowa
$7.91M +$7.9M +83,549 New
CA
244
Cambridge Associates
Massachusetts
$7.9M +$1.01M +10,675 +15%
SP
245
Stonebrook Private
Michigan
$7.64M -$1.66M -17,589 -18%
VFG
246
V2 Financial group
Illinois
$7.62M -$267K -2,823 -3%
DIM
247
Delta Investment Management
California
$7.61M +$265K +2,807 +4%
NFG
248
Northeast Financial Group
Pennsylvania
$7.52M +$765K +8,088 +11%
APW
249
Austin Private Wealth
Texas
$7.51M -$1.46M -15,428 -16%
B
250
Birchbrook
Maine
$7.48M +$845K +8,932 +13%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.