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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
251
Icon Wealth Partners
Texas
$1.67M -$1.92M -12,906 -56%
SAM
252
Strategy Asset Managers
California
$1.65M +$561K +3,764 +61%
CCFM
253
Clear Creek Financial Management
Washington
$1.64M +$983K +6,596 +213%
MCM
254
Makena Capital Management
California
$1.63M -$1.04M -6,950 -41%
WAM
255
Wolverine Asset Management
Illinois
$1.62M -$14.9M -99,716 -91%
AWM
256
Alterna Wealth Management
Texas
$1.61M +$82K +550 +6%
TCCM
257
Timber Creek Capital Management
Massachusetts
$1.61M +$16.5K +111 +1%
BWAM
258
Boyd Watterson Asset Management
Ohio
$1.6M +$25.3K +170 +2%
MWA
259
Meridian Wealth Advisors
Texas
$1.6M -$3.54M -23,775 -71%
JPLA
260
Joseph P. Lucia & Associates
New York
$1.6M +$817K +5,479 +130%
JIP
261
Jaffetilchin Investment Partners
Florida
$1.59M +$242K +1,625 +20%
EH
262
Equitable Holdings
New York
$1.58M +$932K +6,252 +187%
LWA
263
Lineweaver Wealth Advisors
Ohio
$1.56M -$799K -5,359 -36%
BEI
264
Benjamin Edwards Inc
Missouri
$1.55M +$57.7K +387 +4%
VCP
265
Verus Capital Partners
Arizona
$1.55M +$744K +4,991 +113%
PAA
266
Peregrine Asset Advisers
Oregon
$1.55M -$8.51M -57,062 -86%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$1.55M +$147K +984 +12%
KCM
268
Kornitzer Capital Management
Kansas
$1.54M +$339K +2,271 +32%
SCM
269
Shelton Capital Management
Colorado
$1.53M +$62K +416 +5%
LWM
270
Liberty Wealth Management
California
$1.52M +$115K +774 +9%
CGFA
271
Colton Groome Financial Advisors
North Carolina
$1.5M +$1.36M +9,096 New
AAS
272
Avantax Advisory Services
Texas
$1.5M +$891K +5,981 +195%
BAM
273
Bruderman Asset Management
New York
$1.49M +$1.33M +8,938 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$1.48M -$5.37K -36 -0.4%
VSWA
275
Vontobel Swiss Wealth Advisors
Switzerland
$1.48M -$2.12M -14,220 -61%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.