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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
BDO Wealth Advisors
Florida
$243K +$126K +1,050 +111%
OC
277
Oakworth Capital
Alabama
$241K +$49.6K +415 +26%
BWM
278
Buckley Wealth Management
Nevada
$241K +$237K +1,980 New
PFPT
279
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K -$718 -6 -0.3%
HPC
280
Hobart Private Capital
North Carolina
$233K -$16.9K -141 -7%
FPCP
281
Fort Point Capital Partners
California
$227K -$220K -1,841 -50%
Northern Trust
282
Northern Trust
Illinois
$224K +$297K +2,480 New
HGWM
283
Harvest Group Wealth Management
Massachusetts
$221K -$10.5K -88 -5%
JG
284
Jefferies Group
New York
$170K +$167K +1,397 +46,567%
TC
285
Trilogy Capital
California
$158K -$12.6K -105 -7%
WA
286
WealthTrust-Arizona
Arizona
$156K -$478 -4 -0.3%
AF
287
Advisornet Financial
Minnesota
$151K -$128K -1,072 -46%
TRCT
288
Tower Research Capital (TRC)
New York
$122K -$19.6K -164 -14%
PCG
289
Private Capital Group
Connecticut
$121K +$30.1K +252 +34%
APA
290
American Portfolios Advisors
New York
$120K +$26.1K +218 +29%
OTC
291
Opera Trading Capital
France
$116K +$12K +100 +12%
RAM
292
Riggs Asset Management
Pennsylvania
$108K +$89.1K +745 +532%
BSAM
293
Blue Sky Asset Management
Colorado
$98K +$96.7K +808 New
Parallax Volatility Advisers
294
Parallax Volatility Advisers
California
$85K -$20.1M -168,384 -100%
CTC
295
Central Trust Company
Missouri
$79K -$89.7K -750 -54%
AA
296
Advisory Alpha
Michigan
$67K +$66.7K +558 New
LFASL
297
Lugano Financial Advisors SA (LFA)
Switzerland
$62K +$61.6K +515 New
WP
298
WealthShield Partners
North Carolina
$61K
SEI Investments
299
SEI Investments
Pennsylvania
$58K -$5.86K -49 -9%
CHP
300
Cable Hill Partners
Oregon
$58K +$36.1K +302 +171%

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.