We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
251
Sigma Planning Corp
Michigan
$347K +$2.51K +21 +0.7%
BBA
252
Braun-Bostich & Associates
Pennsylvania
$344K -$5.74K -48 -2%
IHL
253
Investment House LLC
California
$341K +$336K +2,805 New
GHAM
254
Gilman Hill Asset Management
Connecticut
$335K +$329K +2,750 New
BCP
255
Berkeley Capital Partners
Georgia
$331K +$326K +2,726 New
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$330K +$2.27K +19 +0.7%
ANB
257
Amarillo National Bank
Texas
$320K
PAMG
258
Patton Albertson Miller Group
Tennessee
$302K -$188K -1,571 -39%
MC
259
Moors & Cabot
Massachusetts
$297K +$294K +2,454 New
LS
260
Lattice Strategies
Pennsylvania
$282K -$1.29M -10,750 -82%
Comerica Bank
261
Comerica Bank
Texas
$280K +$274K +2,292 New
FHA
262
Flagship Harbor Advisors
Massachusetts
$279K +$275K +2,295 New
1IA
263
1834 Investment Advisors
Wisconsin
$275K -$28.1K -235 -9%
SCI
264
Stableford Capital II
Arizona
$274K +$269K +2,252 New
LFG
265
LifePlan Financial Group
Ohio
$273K -$27.3K -228 -9%
ISL
266
Ingalls & Snyder LLC
New York
$267K -$72.5K -606 -22%
PA
267
PFG Advisors
Arizona
$264K +$259K +2,169 New
AWA
268
Arete Wealth Advisors
Illinois
$263K +$61K +510 +31%
WS
269
Wedbush Securities
California
$262K +$17.3K +145 +7%
PCM
270
Prelude Capital Management
New York
$261K +$257K +2,147 New
SI
271
Sprott Inc
Ontario, Canada
$259K +$8.97K +75 +4%
AAC
272
Acorn Advisory Capital
New York
$256K -$47.8K -400 -16%
SI
273
Stephens Inc
Arkansas
$249K +$245K +2,048 New
SCC
274
Spring Creek Capital
Kansas
$247K +$242K +2,026 New
ICA
275
Infrastructure Capital Advisors
New York
$243K -$957K -8,000 -80%

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.