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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
251
Arrow Investment Advisors
Maryland
$4.55M +$2.53M +24,171 +130%
MOS
252
MGO One Seven
Ohio
$4.46M +$3.43M +32,808 +359%
EP
253
Edgestream Partners
New Jersey
$4.39M +$2.51M +23,949 +138%
CCMW
254
Cypress Capital Management (Wyoming)
Wyoming
$4.39M -$76.6K -732 -2%
IFG
255
Independent Financial Group
California
$4.37M +$3.47M +33,164 +420%
CF
256
Clarity Financial
Texas
$4.31M -$58.8M -561,509 -93%
SRG
257
SBB Research Group
Illinois
$4.27M -$1.08M -10,355 -21%
APW
258
Acima Private Wealth
Virginia
$4.23M +$36K +344 +0.9%
BOSSRA
259
B.O.S.S. Retirement Advisors
Utah
$4.21M +$90.5K +865 +2%
PAA
260
Peregrine Asset Advisers
Oregon
$4.19M -$3.15M -30,128 -43%
LNC
261
Lincoln National Corp
Pennsylvania
$4.17M -$602K -5,757 -13%
Corient Private Wealth
262
Corient Private Wealth
Florida
$4.16M +$448K +4,283 +12%
ACM
263
Ashford Capital Management
Delaware
$4.14M -$4.38M -41,837 -52%
HT
264
HAP Trading
New York
$4.12M -$619K -5,918 -13%
NL
265
NVWM LLC
Pennsylvania
$4.12M +$3.42M +32,687 +545%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$4.08M -$231K -2,209 -5%
CFG
267
Citizens Financial Group
Rhode Island
$4.02M +$3.95M +37,796 New
TA
268
Townsend & Associates
Colorado
$4.02M +$2.42M +23,111 +158%
CCM
269
Crabel Capital Management
California
$4.01M +$1.46M +13,978 +59%
AAS
270
Avantax Advisory Services
Texas
$3.97M +$620K +5,927 +19%
GSEP
271
Golden State Equity Partners
California
$3.94M +$3.87M +36,999 New
EFS
272
Econ Financial Services
Pennsylvania
$3.88M +$3.82M +36,496 New
SW
273
SlateStone Wealth
Florida
$3.85M +$1.96M +18,735 +107%
RCM
274
Rain Capital Management
Oregon
$3.84M -$253K -2,414 -6%
FA
275
FDx Advisors
Illinois
$3.83M

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.