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iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$202K +1,685 New
AA
277
Advisory Alpha
Michigan
$195K +$194K +1,616 New
RPG
278
Risk Paradigm Group
Texas
$191K +$6.6K +55 +4%
AI
279
ArchPoint Investors
Florida
$181K +$180K +1,500 New
WA
280
WealthTrust-Arizona
Arizona
$156K
AIP
281
Almanack Investment Partners
Pennsylvania
$156K +$156K +1,296 New
CCM
282
Cribstone Capital Management
Maine
$121K -$63.1K -526 -34%
IA
283
IndexIQ Advisors
New York
$116K -$738K -6,149 -87%
LGWM
284
Litman Gregory Wealth Management
California
$66K
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$65K -$887K -7,393 -93%
CAM
286
Close Asset Management
United Kingdom
$65K +$64.7K +539 New
PG
287
Patten Group
Tennessee
$60K
SSB
288
Sandy Spring Bank
Maryland
$44K +$17.6K +147 +66%
AF
289
Allworth Financial
California
$34K -$1.92K -16 -5%
GWA
290
Guidant Wealth Advisors
Illinois
$33K
WA
291
Winfield Associates
Ohio
$24K
IFA
292
Interactive Financial Advisors
Illinois
$23K +$240 +2 +1%
SEI Investments
293
SEI Investments
Pennsylvania
$22K -$23.5K -196 -51%
PA
294
Parallel Advisors
California
$22K +$22.1K +184 New
MA
295
MUFG Americas
New York
$18K
NR
296
Newfound Research
Massachusetts
$17K -$126K -1,054 -88%
WTB
297
Washington Trust Bank
Washington
$17K
HI
298
Hudock Inc
Pennsylvania
$15K +$120 +1 +0.8%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$14.2K
GI
300
Gradient Investments
Minnesota
$14K

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.