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iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
KA
251
Kovack Advisors
Florida
$413K -$180K -1,432 -30%
ISL
252
Ingalls & Snyder LLC
New York
$384K -$18.2K -145 -4%
DC
253
Davenport & Co
Virginia
$382K -$1.2M -9,557 -76%
WAM
254
Watermark Asset Management
California
$378K +$79.4K +632 +26%
KWMG
255
King Wealth Management Group
Florida
$368K +$19.7K +157 +6%
SPIA
256
Steward Partners Investment Advisory
New York
$366K -$14.5K -115 -4%
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$350K -$9.42K -75 -3%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$337K -$462K -3,675 -58%
FWM
259
Frontier Wealth Management
Missouri
$336K +$339K +2,696 New
LFG
260
LifePlan Financial Group
Ohio
$332K +$45.9K +365 +16%
ANB
261
Amarillo National Bank
Texas
$324K
VC
262
Vicus Capital
Pennsylvania
$314K -$175K -1,396 -36%
BCM
263
Bayesian Capital Management
New York
$312K -$1.63M -13,000 -84%
JGC
264
J. Goldman & Co
New York
$312K +$314K +2,500 New
HWA
265
HCR Wealth Advisors
California
$301K +$91K +724 +42%
FAT
266
First American Trust
California
$295K -$108K -862 -27%
QFA
267
Quattro Financial Advisors
Texas
$283K +$287K +2,285 New
FT
268
Fiduciary Trust
Massachusetts
$253K -$2.14K -17 -0.8%
AWCI
269
Alpine Woods Capital Investors
New York
$250K
SI
270
Sprott Inc
Ontario, Canada
$247K +$249K +1,981 New
SCM
271
Shelton Capital Management
Colorado
$246K -$59.6K -474 -19%
OTC
272
Opera Trading Capital
France
$244K -$251K -2,000 -51%
AIP
273
Almanack Investment Partners
Pennsylvania
$243K +$78.3K +623 +47%
NI
274
Numeric Investors
Massachusetts
$237K -$101K -800 -30%
IIA
275
IPG Investment Advisors
California
$212K -$9.42K -75 -4%

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.