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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
251
Okabena Investment Services
Minnesota
$1.93M -$193K -1,175 -9%
FHC
252
First Heartland Consultants
Missouri
$1.93M +$966K +5,866 +99%
IFS
253
Ifrah Financial Services
Arkansas
$1.92M -$28K -170 -1%
HNB
254
Huntington National Bank
Ohio
$1.91M
MCM
255
Makena Capital Management
California
$1.9M +$281K +1,708 +17%
BWA
256
Beam Wealth Advisors
Louisiana
$1.86M +$1.59M +9,645 +537%
FCA
257
FLC Capital Advisors
California
$1.86M +$1.88M +11,422 New
RIA
258
Regal Investment Advisors
Michigan
$1.85M +$1.86M +11,269 New
VHAM
259
Van Hulzen Asset Management
California
$1.84M +$112K +680 +6%
OAP
260
One Advisory Partners
Kansas
$1.82M +$1.82M +11,077 New
Allianz Asset Management
261
Allianz Asset Management
Germany
$1.81M +$818K +4,968 +82%
CF
262
Centaurus Financial
California
$1.78M -$370K -2,246 -17%
AAS
263
Avantax Advisory Services
Texas
$1.77M +$280K +1,702 +19%
CC
264
Copperleaf Capital
North Carolina
$1.77M -$122K -744 -6%
LA
265
LVW Advisors
New York
$1.76M +$65.9K +400 +4%
SCA
266
Snowden Capital Advisors
New York
$1.73M -$153K -930 -8%
RSWM
267
Robertson Stephens Wealth Management
California
$1.71M -$917K -5,570 -35%
DC
268
Davenport & Co
Virginia
$1.69M +$1.7M +10,314 New
AIM
269
Astor Investment Management
Illinois
$1.66M +$1.67M +10,155 New
FAIM
270
Financial Advocates Investment Management
Washington
$1.64M +$304K +1,845 +15%
Q
271
QVR
California
$1.63M +$1.63M +9,930 New
CCFM
272
Clear Creek Financial Management
Washington
$1.61M +$21.9K +133 +1%
MWA
273
Meridian Wealth Advisors
Texas
$1.58M -$5.76K -35 -0.4%
MWA
274
Moser Wealth Advisors
Washington
$1.56M +$1.56M +9,500 New
EH
275
Equitable Holdings
New York
$1.55M -$18.9K -115 -1%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.