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iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oakworth Capital
Alabama
$209K
AP
277
Advisor Partners
California
$202K +$204K +1,622 New
California Public Employees Retirement System
278
California Public Employees Retirement System
California
$201K +$202K +1,608 New
RPG
279
Risk Paradigm Group
Texas
$201K +$1.38K +11 +0.7%
BI
280
Bramshill Investments
Florida
$189K +$15.3K +122 +9%
AI
281
ArchPoint Investors
Florida
$187K
JG
282
Jefferies Group
New York
$175K +$176K +1,403 New
SAM
283
Shamrock Asset Management
Texas
$167K +$168K +1,339 New
CGI
284
CI Global Investments
California
$166K
WA
285
WealthTrust-Arizona
Arizona
$161K -$377 -3 -0.2%
GWM
286
Geneos Wealth Management
Colorado
$142K -$2.72M -21,669 -95%
WCG
287
Wall Capital Group
Arizona
$136K
FPF
288
FNY Partners Fund
New York
$124K -$54.4K -433 -30%
DRS
289
Deane Retirement Strategies
Louisiana
$104K -$19.2M -152,887 -99%
BF
290
BOK Financial
Oklahoma
$93K +$93.4K +743 New
IWM
291
IHT Wealth Management
Illinois
$77K
PG
292
Patten Group
Tennessee
$62K +$2.64K +21 +4%
LGWM
293
Litman Gregory Wealth Management
California
$58K
RAM
294
Riggs Asset Management
Pennsylvania
$52K
BP
295
Ballentine Partners
Massachusetts
$52K +$52K +414 New
CCM
296
Cribstone Capital Management
Maine
$51K -$51.4K -409 -50%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$51K +$15.8K +126 +41%
IP
298
Intellectus Partners
California
$50K +$50.8K +404 New
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$46K +$1.26K +10 +3%
HI
300
Hudock Inc
Pennsylvania
$45K +$31.7K +252 +223%

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.