TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

657 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 253 increasing their positions, 196 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.4%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.08%
New
132
Increased
253
Reduced
196
Closed
133
Calls
$6.51B
Puts
$6.24B
Net Calls
+$273M
Net Calls Change
+$4.45B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.51B
2
Citadel Advisors
Citadel Advisors
Florida
$416M
3
UBS Group
UBS Group
Switzerland
$514M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$299M
5
DPRC
Deer Park Road Corp
Colorado
$188M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
Goldman Sachs
Goldman Sachs
New York
$50.4M
3
Barclays
Barclays
United Kingdom
$783M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86M
5
AssetMark Inc
AssetMark Inc
California
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
251
B. Riley Wealth Management
Tennessee
$2.37M +$2.37M +17,944 New
JIR
252
James Investment Research
Ohio
$2.37M -$38.7K -293 -2%
CF
253
Centaurus Financial
California
$2.3M -$1.22M -9,237 -35%
CWG
254
Cornerstone Wealth Group
North Carolina
$2.3M +$2.3M +17,391 New
WAM
255
Wakefield Asset Management
Colorado
$2.3M +$2.3M +17,380 New
PMG
256
ProVise Management Group
Florida
$2.29M +$2.29M +17,324 New
CCM
257
Crabel Capital Management
California
$2.26M -$1.07M -8,095 -32%
Fisher Asset Management
258
Fisher Asset Management
Washington
$2.26M +$1.92M +14,538 +564%
AAIM
259
American Assets Investment Management
California
$2.25M – – –
CWM
260
Cedar Wealth Management
California
$2.24M +$2.06M +15,595 +1,122%
TA
261
Tectonic Advisors
Texas
$2.23M +$66.9K +507 +3%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$2.22M -$4.7M -35,574 -68%
SWP
263
Strategic Wealth Partners
Ohio
$2.22M +$207K +1,567 +10%
WF
264
Williams Financial
Vermont
$2.21M +$374K +2,828 +20%
CA
265
Cetera Advisors
Colorado
$2.19M -$29.9K -226 -1%
WI
266
Wintrust Investments
Illinois
$2.19M -$206K -1,556 -9%
GSWM
267
Greenup Street Wealth Management
Michigan
$2.16M +$187K +1,415 +9%
WP
268
WealthPLAN Partners
Nebraska
$2.16M +$486K +4,068 +29%
WIM
269
WealthPlan Investment Management
Nebraska
$2.16M +$2.16M +18,068 New
VHAM
270
Van Hulzen Asset Management
California
$2.13M +$156K +1,180 +8%
SAS
271
Sage Advisory Services
Texas
$2.12M +$238K +1,803 +13%
DWM
272
Darwin Wealth Management
Florida
$2.05M +$121K +914 +6%
KFS
273
Kelly Financial Services
Massachusetts
$2.01M -$337K -2,554 -14%
JCM
274
J2 Capital Management
Michigan
$1.96M +$1.96M +14,845 New
SWP
275
Stratos Wealth Partners
Ohio
$1.94M +$1.02M +7,754 +112%
9 10
11
12 13