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iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$349K +$95.3K +794 +38%
BTIS
252
BB&T Investment Services
North Carolina
$345K +$134K +1,117 +63%
SI
253
SII Investments
Wisconsin
$334K -$30.5K -254 -8%
SI
254
Sprott Inc
Ontario, Canada
$334K +$332K +2,763 New
CC
255
Colrain Capital
Massachusetts
$332K -$630K -5,250 -66%
CAM
256
Concorde Asset Management
Michigan
$326K +$42.5K +354 +15%
ANB
257
Amarillo National Bank
Texas
$324K
KWMG
258
King Wealth Management Group
Florida
$320K +$36.4K +303 +13%
BRWA
259
B. Riley Wealth Advisors
Florida
$318K +$29.3K +244 +10%
HFM
260
Harvest Fund Management
China
$314K +$312K +2,601 New
OIA
261
Optimum Investment Advisors
Illinois
$302K
SCM
262
Shelton Capital Management
Colorado
$293K +$22.7K +189 +8%
CWM
263
Cornerstone Wealth Management
Missouri
$289K -$61.2K -510 -18%
TH
264
Timber Hill
Connecticut
$256K +$255K +2,123 New
GCAC
265
Guardian Capital Advisors (Canada)
Ontario, Canada
$255K +$252K +2,100 New
APP
266
Avantax Planning Partners
Iowa
$232K +$231K +1,922 New
KLC
267
Knowledge Leaders Capital
Colorado
$229K -$4.89M -40,752 -96%
HFS
268
HL Financial Services
Kentucky
$225K -$551K -4,592 -71%
SWA
269
SFMG Wealth Advisors
Texas
$221K -$53.2K -443 -19%
HWA
270
HCR Wealth Advisors
California
$213K -$120K -1,000 -36%
IPC
271
Independent Portfolio Consultants
Florida
$212K -$115K -957 -35%
SAM
272
Shamrock Asset Management
Texas
$212K +$173K +1,441 +457%
PSUF
273
People's United Financial
Connecticut
$210K +$138K +1,149 +195%
FCBT
274
First Citizens Bank & Trust
North Carolina
$205K -$48.5K -404 -19%
FT
275
Fiduciary Trust
Massachusetts
$203K +$202K +1,680 New

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.