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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$470K +$162K +1,401 +57%
WCM
277
Weatherstone Capital Management
Colorado
$456K +$435K +3,755 New
AWM
278
Avior Wealth Management
Nebraska
$453K -$8.33K -72 -2%
LFAS
279
Level Four Advisory Services
Texas
$452K +$430K +3,718 New
Principal Financial Group
280
Principal Financial Group
Iowa
$450K +$429K +3,707 New
HFM
281
Harvest Fund Management
China
$441K
DA
282
DSC Advisors
Illinois
$437K +$417K +3,600 New
TIA
283
Tiemann Investment Advisors
California
$419K
BCA
284
Bay Colony Advisors
Massachusetts
$419K +$399K +3,447 New
DADC
285
D.A. Davidson & Co
Montana
$398K -$199K -1,722 -34%
RGC
286
Roberts, Glore & Co
Illinois
$394K +$376K +3,246 New
CW
287
CreativeOne Wealth
Kansas
$379K +$361K +3,122 New
BRWA
288
B. Riley Wealth Advisors
Florida
$367K -$51.9K -448 -13%
BSAM
289
Blue Sky Asset Management
Colorado
$366K +$349K +3,016 New
TNBTD
290
Trustmark National Bank Trust Department
Mississippi
$365K +$347K +3,000 New
CAM
291
Cresset Asset Management
Illinois
$354K +$337K +2,914 New
Man Group
292
Man Group
United Kingdom
$352K +$336K +2,900 New
CAMG
293
CWA Asset Management Group
Florida
$313K -$54.2K -468 -15%
CM
294
Columbus Macro
Pennsylvania
$307K -$1.02M -8,836 -78%
CC
295
Centiva Capital
New York
$304K +$289K +2,500 New
MFG
296
Merit Financial Group
Georgia
$304K +$290K +2,507 New
SG
297
StoneX Group
New York
$302K +$288K +2,487 New
ANB
298
Amarillo National Bank
Texas
$298K -$12.6K -109 -4%
DI
299
DFPG Investments
Utah
$298K +$284K +2,451 New
LNC
300
Lincoln National Corp
Pennsylvania
$278K +$265K +2,286 New

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.