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iShares 20+ Year Treasury Bond ETF
TLT

637 hedge funds and large institutions have $16.4B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 204 increasing their positions, 234 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 111

2% more funds holding

Funds holding: 623 → 637 (+14)

0% more capital invested

Capital invested by funds: $16.3B → $16.4B (+$22.5M)

3.19% less ownership

Funds ownership: 88.94% → 85.75% (-3.2%)

13% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 234

35% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.94B

38% less funds holding in top 10

Funds holding in top 10: 77 → 48 (-29)

Holders
637
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
11.27%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
0.85%
New
135
Increased
204
Reduced
234
Closed
111
Calls
$3.85B
Puts
$5.94B
Net Calls
-$2.09B
Net Calls Change
+$1.39B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$635M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$263M
4
Barclays
Barclays
United Kingdom
+$220M
5
BlackRock
BlackRock
New York
+$150M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$516M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$311M
3
Morgan Stanley
Morgan Stanley
New York
-$196M
4
Bank of America
Bank of America
North Carolina
-$106M
5
Wells Fargo
Wells Fargo
California
-$86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
251
Sowa Financial Group
Rhode Island
$1.55M -$2.63M -16,556 -63%
ED
252
Exane Derivatives
France
$1.54M +$397K +2,503 +34%
AIFAIM
253
American Institute for Advanced Investment Management
Arizona
$1.5M -$1.78M -11,210 -54%
RBA
254
Richard Bernstein Advisors
New York
$1.49M +$1.48M +9,351 +11,689%
TIA
255
Tiemann Investment Advisors
California
$1.49M +$22.4K +141 +2%
HWA
256
HCR Wealth Advisors
California
$1.48M -$13.9M -87,242 -90%
HNB
257
Huntington National Bank
Ohio
$1.47M – – –
BA
258
Bridge Advisory
California
$1.45M +$1.46M +9,196 New
PFG
259
PAX Financial Group
Texas
$1.42M +$44.6K +281 +3%
SWG
260
Summit Wealth Group
Vermont
$1.41M +$1.42M +8,914 New
VBFP
261
Valtinson Bruner Financial Planning
Minnesota
$1.39M +$1.46M +9,175 New
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
$1.39M +$558K +3,515 +66%
PMAM
263
Picton Mahoney Asset Management
Ontario, Canada
$1.39M +$746K +4,700 +115%
CAN
264
Claraphi Advisory Network
United States
$1.38M +$1.39M +8,771 New
Walleye Trading
265
Walleye Trading
New York
$1.36M +$947K +5,963 +225%
CF
266
Copperwynd Financial
Arizona
$1.36M +$1.37M +8,608 New
DIM
267
Delta Investment Management
California
$1.33M -$5.76M -36,278 -81%
CBFP
268
Cedar Brook Financial Partners
Ohio
$1.32M +$554K +3,489 +71%
MFP
269
Meridian Financial Partners
Virginia
$1.3M -$279K -1,756 -17%
CCFM
270
Clear Creek Financial Management
Washington
$1.28M +$1.29M +8,148 New
HFA
271
High Falls Advisors
New York
$1.28M +$1.29M +8,135 New
SHJ
272
Sharkey, Howes & Javer
Colorado
$1.28M +$145K +914 +13%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$1.28M +$232K +1,459 +22%
ECA
274
Elevated Capital Advisors
Utah
$1.27M -$9.53K -60 -0.7%
SHIM
275
Stone House Investment Management
Pennsylvania
$1.24M +$33.3K +210 +3%
9 10
11
12 13

TLT Hedge Fund Activity: Q4 2020 in Review

637 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2020, worth a combined $16.4B — up 0.14% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new TLT positions and 111 closed out — a net gain of 24 holders — while 204 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.1B. The largest seller was UBS Group, cutting an estimated $516M.

  • 637 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2020, up from 623 in Q3 2020.
  • Funds reported $16.4B of iShares 20+ Year Treasury Bond ETF stock for Q4 2020, up 0.14% quarter-over-quarter.
  • 135 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2020 and 111 closed out, a net change of +24 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $1.1B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2020 was UBS Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2020.