We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
251
Mechanics Bank - Trust Department
California
$9.48M -$1.43M -14,824 -13%
BCM
252
Basswood Capital Management
New York
$9.43M
CFIA
253
Cantor Fitzgerald Investment Advisors
New York
$9.42M +$976K +10,125 +12%
TFA
254
Transamerica Financial Advisors
Florida
$9.37M +$3.96M +41,045 +75%
PP
255
Paloma Partners
Connecticut
$9.32M
Creative Planning
256
Creative Planning
Kansas
$9.18M +$75.3K +781 +0.8%
AIP
257
Almanack Investment Partners
Pennsylvania
$9.15M +$8.67M +89,878 +2,617%
RFS
258
Retirement Financial Solutions
Tennessee
$9.13M +$67.1K +696 +0.8%
SWP
259
ShoreHaven Wealth Partners
New Jersey
$9.12M +$1.11M +11,527 +14%
I
260
INVST
Indiana
$9.07M -$3.25M -33,677 -27%
AF
261
Alerus Financial
North Dakota
$9.06M +$93.3K +968 +1%
EFG
262
Ethos Financial Group
Pennsylvania
$9.03M +$265K +2,748 +3%
KFAA
263
Klaas Financial Asset Advisors
Illinois
$8.93M +$100K +1,039 +1%
FMTCOCP
264
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.92M +$1.42M +14,763 +19%
SHJ
265
Sharkey, Howes & Javer
Colorado
$8.83M -$1.42M -14,680 -14%
CIAS
266
CFS Investment Advisory Services
New Jersey
$8.77M -$500K -5,181 -5%
HWA
267
Heartwood Wealth Advisors
Virginia
$8.68M +$84.9K +880 +1%
Principal Financial Group
268
Principal Financial Group
Iowa
$8.66M +$2.66M +27,586 +45%
AWM
269
Avitas Wealth Management
California
$8.54M +$153K +1,585 +2%
AWA
270
Adapt Wealth Advisors
Georgia
$8.51M +$2.14M +22,173 +34%
ODIJL
271
One Day In July LLC
Vermont
$8.47M -$2.87M -29,716 -26%
RWM
272
Refined Wealth Management
Utah
$8.45M +$136K +1,406 +2%
HI
273
Horizon Investments
North Carolina
$8.38M +$354K +3,670 +4%
AI
274
Arvest Investments
Arkansas
$8.32M -$62.1K -644 -0.8%
HNB
275
Huntington National Bank
Ohio
$8.24M