We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
251
Financial Advocates Investment Management
Washington
$1.76M -$1.53M -10,991 -46%
LFG
252
LifePlan Financial Group
Ohio
$1.75M +$389K +2,798 +28%
SCA
253
Snowden Capital Advisors
New York
$1.73M +$619K +4,446 +54%
SFS
254
Sowell Financial Services
Arkansas
$1.73M -$6.82M -49,028 -79%
SWP
255
Stratos Wealth Partners
Ohio
$1.72M +$123K +887 +8%
IIA
256
IPG Investment Advisors
California
$1.72M -$2.63M -18,882 -60%
Bessemer Group
257
Bessemer Group
New Jersey
$1.69M +$139K +1,000 +9%
AIG
258
American International Group
New York
$1.64M -$1.75M -12,600 -51%
CM
259
Columbus Macro
Pennsylvania
$1.63M +$1.67M +11,994 New
AFP
260
Ausdal Financial Partners
Iowa
$1.62M +$116K +832 +8%
SCM
261
SCS Capital Management
Massachusetts
$1.59M -$242K -1,736 -13%
IFS
262
Ifrah Financial Services
Arkansas
$1.58M -$12.5K -90 -0.8%
Janus Henderson Group
263
Janus Henderson Group
United Kingdom
$1.58M -$1.04M -7,441 -39%
SHJ
264
Sharkey, Howes & Javer
Colorado
$1.58M -$92.4K -664 -5%
MTIM
265
Marathon Trading Investment Management
Pennsylvania
$1.56M +$1.38M +9,904 +610%
AIP
266
Almanack Investment Partners
Pennsylvania
$1.55M -$16.6M -119,053 -91%
Wellington Management Group
267
Wellington Management Group
Massachusetts
$1.55M +$1.59M +11,416 New
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$1.53M +$257K +1,845 +20%
HIM
269
HawsGoodwin Investment Management
Tennessee
$1.52M +$1.56M +11,231 New
RFC
270
Regions Financial Corp
Alabama
$1.52M +$421K +3,028 +37%
VWA
271
V Wealth Advisors
Kansas
$1.51M
ICM
272
Islay Capital Management
Texas
$1.46M +$1.5M +10,768 New
LFPWM
273
Leicht Financial Planning & Wealth Management
New Jersey
$1.44M +$1.48M +10,621 New
BCP
274
Blackhawk Capital Partners
Wisconsin
$1.43M +$8.35K +60 +0.6%
ED
275
Exane Derivatives
France
$1.42M +$284K +2,042 +25%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.