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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
251
Cantor Fitzgerald Investment Advisors
New York
$7.46M -$127K -1,342 -2%
NYLIM
252
New York Life Investment Management
New York
$7.36M +$3.98M +42,120 +118%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$7.36M +$722K +7,629 +11%
SXL
254
Summit X LLC
Missouri
$7.32M -$712K -7,533 -9%
VWM
255
Venturi Wealth Management
Texas
$7.31M +$502K +5,306 +7%
DC
256
Davenport & Co
Virginia
$7.29M +$1.3M +13,763 +22%
FFM
257
Fullerton Fund Management
Singapore
$7.29M +$575K +6,080 +9%
IWA
258
Icon Wealth Advisors
Texas
$7.29M -$1.24M -13,124 -15%
AWA
259
Arete Wealth Advisors
Illinois
$7.24M +$451K +4,763 +6%
FGA
260
Fortis Group Advisors
New Jersey
$7.2M +$6.76M +71,444 +1,543%
KFAA
261
Klaas Financial Asset Advisors
Illinois
$7.19M +$210K +2,218 +3%
FA
262
Fermata Advisors
California
$7.12M -$4.33M -45,743 -38%
EWM
263
Elevatus Welath Management
New York
$7.1M -$6.62M -70,036 -48%
NL
264
NVWM LLC
Pennsylvania
$7.1M +$1.44M +15,256 +26%
SM
265
Scoggin Management
New York
$7.1M +$2.36M +25,000 +50%
SBLIC
266
Security Benefit Life Insurance Company
Kansas
$7.02M
SWP
267
ShoreHaven Wealth Partners
New Jersey
$6.95M +$1.03M +10,888 +17%
FMTCOCP
268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.95M +$6.93M +73,226 +28,382%
BI
269
Bramshill Investments
Florida
$6.95M +$6.72M +71,101 +3,063%
WCWM
270
Wooster Corthell Wealth Management
Connecticut
$6.85M +$199K +2,102 +3%
FM
271
Foster & Motley
Ohio
$6.8M +$874K +9,244 +15%
OWA
272
One Wealth Advisors
California
$6.78M -$613K -6,476 -8%
CFGS
273
Concourse Financial Group Securities
Alabama
$6.74M -$1.26M -13,290 -16%
EH
274
Equitable Holdings
New York
$6.66M +$739K +7,813 +12%
LWM
275
Liberty Wealth Management
California
$6.65M +$469K +4,958 +8%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.