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iShares 20+ Year Treasury Bond ETF

352 hedge funds and large institutions have $7.1B invested in iShares 20+ Year Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

3% more funds holding

Funds holding: 343352 (+9)

4% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 129

0% more funds holding in top 10

Funds holding in top 10: 6262 (0)

0% less capital invested

Capital invested by funds: $7.13B → $7.1B (-$32.9M)

5.36% less ownership

Funds ownership: 84.81%79.45% (-5.4%)

46% less call options, than puts

Call options by funds: $3.54B | Put options by funds: $6.58B

Holders
352
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
9.39%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.65%
New
64
Increased
134
Reduced
129
Closed
51
Calls
$3.54B
Puts
$6.58B
Net Calls
-$3.04B
Net Calls Change
-$1.65B
Name Holding Trade Value Shares
Change
Change in
Stake
AW
276
ACG Wealth
Georgia
$419K -$10.6K -80 -3%
DI
277
Diligent Investors
California
$393K +$373K +2,826 New
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$388K -$130M -983,847 -100%
CT
279
CMT Trading
Illinois
$372K
LWM
280
LBA Wealth Management
Florida
$372K +$254K +1,925 +257%
Creative Planning
281
Creative Planning
Kansas
$358K +$150K +1,141 +79%
ACI
282
Alpha Cubed Investments
California
$343K +$112K +850 +52%
YP
283
Yellowstone Partners
Idaho
$338K -$528 -4 -0.2%
AWA
284
Arete Wealth Advisors
Illinois
$336K +$319K +2,418 New
DWM
285
Destination Wealth Management
California
$315K +$299K +2,269 New
KA
286
Kovack Advisors
Florida
$312K +$16.7K +127 +6%
CCP
287
Cardan Capital Partners
Colorado
$303K -$1.52M -11,551 -84%
BRWA
288
B. Riley Wealth Advisors
Florida
$287K -$64.1K -486 -19%
RGC
289
Roberts, Glore & Co
Illinois
$286K -$18.1K -137 -6%
AIM
290
Anchor Investment Management
South Carolina
$285K +$72.5K +550 +37%
PA
291
Pinnacle Associates
New York
$278K -$13.2K -100 -5%
TAG
292
Tactical Allocation Group
Michigan
$271K +$258K +1,954 New
SCM
293
Shelton Capital Management
Colorado
$265K -$14.5K -110 -5%
PTC
294
Philadelphia Trust Company
Pennsylvania
$260K +$247K +1,875 New
EWA
295
Exencial Wealth Advisors
Oklahoma
$259K -$30.3K -230 -11%
Betterment LLC
296
Betterment LLC
New York
$257K +$244K +1,852 New
GA
297
Gateway Advisory
New Jersey
$256K -$15K -114 -6%
WI
298
WrapManager Inc
California
$255K -$808K -6,128 -77%
ICOA
299
Investment Centers of America
North Dakota
$254K -$264 -2 -0.1%
VWA
300
V Wealth Advisors
Kansas
$254K +$241K +1,825 New

TLT Hedge Fund Activity: Q2 2016 in Review

352 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2016, worth a combined $7.1B — down 0.46% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TLT positions and 51 closed out — a net gain of 13 holders — while 134 added to existing stakes and 129 trimmed.

The largest buyer was Citigroup, adding an estimated $276M. The largest seller was WBI Investments, cutting an estimated $183M.

  • 352 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2016, up from 343 in Q1 2016.
  • Funds reported $7.1B of iShares 20+ Year Treasury Bond ETF stock for Q2 2016, down 0.46% quarter-over-quarter.
  • 64 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2016 and 51 closed out, a net change of +13 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2016 was Citigroup, an estimated $276M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2016 was WBI Investments, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2016.