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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
276
Segall Bryant & Hamill
Illinois
$734K -$102K -836 -13%
BAM
277
Berkshire Asset Management
Pennsylvania
$729K +$130K +1,070 +23%
BA
278
BCM Advisors
Louisiana
$723K +$695K +5,715 New
Manulife (Manufacturers Life Insurance)
279
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$707K -$16.5K -136 -2%
KeyBank National Association
280
KeyBank National Association
Ohio
$699K -$52.7K -433 -7%
OAM
281
Oppenheimer Asset Management
New York
$690K +$90.8K +747 +16%
BWA
282
BDO Wealth Advisors
Florida
$686K -$669K -5,500 -50%
MPW
283
MA Private Wealth
California
$659K -$266K -2,186 -30%
VCM
284
Virtue Capital Management
Tennessee
$648K +$623K +5,126 New
WAM
285
Wolverine Asset Management
Illinois
$644K -$11.5M -94,900 -95%
BUB
286
BBVA USA Bancshares
Texas
$634K +$7.66K +63 +1%
OIA
287
Optimum Investment Advisors
Illinois
$632K
HCM
288
Highbridge Capital Management
New York
$632K +$608K +5,000 New
WP
289
WealthShield Partners
North Carolina
$618K +$533K +4,385 +877%
LWM
290
Liberty Wealth Management
California
$599K -$2.74M -22,524 -83%
Principal Financial Group
291
Principal Financial Group
Iowa
$590K +$116K +956 +26%
SI
292
Stephens Inc
Arkansas
$589K +$301K +2,479 +114%
WP
293
WealthSource Partners
California
$582K +$560K +4,603 New
ATC
294
Argent Trust Co
Tennessee
$566K
FHA
295
Flagship Harbor Advisors
Massachusetts
$560K -$20.2K -166 -4%
GIP
296
Granite Investment Partners
California
$559K -$97.7K -803 -15%
CIAS
297
Capital Investment Advisory Services
North Carolina
$543K -$15.6K -128 -3%
NFG
298
Next Financial Group
Texas
$537K -$696K -5,723 -57%
NFH
299
NEXT Financial Holdings
Texas
$537K +$516K +4,244 New
SBSB
300
Sullivan, Bruyette, Speros & Blaney
Virginia
$529K +$509K +4,186 New

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.