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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Affiance Financial
Minnesota
$1.57M
BCP
252
Blackhawk Capital Partners
Wisconsin
$1.56M +$1.6M +10,799 New
GM
253
GeoWealth Management
Illinois
$1.55M -$478K -3,218 -23%
BCM
254
Boltwood Capital Management
California
$1.54M +$875K +5,890 +124%
Sumitomo Mitsui Trust Group
255
Sumitomo Mitsui Trust Group
Japan
$1.52M -$163K -1,097 -9%
CCM
256
Crew Capital Management
Ohio
$1.51M -$14.8K -100 -0.9%
UCFA
257
United Capital Financial Advisors
Texas
$1.51M -$129K -872 -8%
CC
258
Cadinha & Co
Hawaii
$1.5M -$37M -248,967 -96%
SAS
259
Sage Advisory Services
Texas
$1.49M +$35K +236 +2%
AAS
260
Avantax Advisory Services
Texas
$1.48M -$8.02K -54 -0.5%
CF
261
Copperwynd Financial
Arizona
$1.48M +$1.52M +10,219 New
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$1.44M -$53.8K -362 -3%
William Blair & Company
263
William Blair & Company
Illinois
$1.44M -$167K -1,128 -10%
Federated Hermes
264
Federated Hermes
Pennsylvania
$1.37M +$1.41M +9,495 New
ATPW
265
Ashton Thomas Private Wealth
Arizona
$1.36M +$180K +1,214 +15%
PAG
266
Private Advisory Group
Washington
$1.34M +$1.38M +9,290 New
IA
267
IndexIQ Advisors
New York
$1.33M -$29.7K -200 -2%
WB
268
WesBanco Bank
West Virginia
$1.31M -$5.94M -39,999 -81%
AWA
269
Arkadios Wealth Advisors
Georgia
$1.3M -$1.85M -12,443 -58%
PA
270
Parallel Advisors
California
$1.28M -$162K -1,091 -11%
NL
271
NWAM LLC
Washington
$1.2M +$119K +801 +11%
HW
272
Hancock Whitney
Mississippi
$1.2M +$74.1K +499 +6%
CSWG
273
Cardinal Strategic Wealth Guidance
Kentucky
$1.2M +$120K +806 +11%
DAS
274
Dynamic Advisor Solutions
Arizona
$1.19M -$4.28M -28,801 -78%
CG
275
Colony Group
Massachusetts
$1.18M +$1.21M +8,182 New

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.