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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
276
Fulcrum Equity Management
Texas
$1.04M +$945K +7,443 New
HR
277
Hayden Royal
North Carolina
$1.02M +$21.2K +167 +2%
SBA
278
Secrest Blakey & Associates
North Carolina
$1.01M +$16.4K +129 +2%
SCA
279
Snowden Capital Advisors
New York
$1M -$76.8K -605 -7%
SCM
280
Shelton Capital Management
Colorado
$942K +$847K +6,671 +1,592%
IFWM
281
Institute for Wealth Management
Colorado
$932K -$26.2K -206 -3%
IWS
282
Insight Wealth Strategies
California
$922K -$676K -5,321 -43%
EC
283
Estate Counselors
Wisconsin
$899K +$860K +6,770 New
PCM
284
Prelude Capital Management
New York
$891K +$705K +5,552 +479%
BWA
285
BDO Wealth Advisors
Florida
$883K +$156K +1,225 +23%
VC
286
Vicus Capital
Pennsylvania
$880K +$842K +6,627 New
PFA
287
Pinnacle Family Advisors
Missouri
$867K -$1.06M -8,380 -56%
IWM
288
IHT Wealth Management
Illinois
$841K -$769K -6,057 -49%
OFG
289
OmniStar Financial Group
North Carolina
$835K +$798K +6,286 New
WAM
290
Wolverine Asset Management
Illinois
$823K +$140K +1,100 +22%
CW
291
CreativeOne Wealth
Kansas
$811K +$387K +3,050 +100%
NL
292
NWAM LLC
Washington
$801K +$1.91K +15 +0.2%
SCM
293
Symons Capital Management
Pennsylvania
$800K +$765K +6,025 New
Allianz Asset Management
294
Allianz Asset Management
Germany
$797K -$4.32M -34,000 -85%
OIA
295
Optimum Investment Advisors
Illinois
$797K +$127K +1,000 +20%
WCM
296
Wealthcare Capital Management
Virginia
$795K -$30.6K -241 -4%
TW
297
TrinityPoint Wealth
Connecticut
$793K +$764K +6,014 New
PFS
298
Prospera Financial Services
Texas
$781K +$369K +2,904 +97%
SBH
299
Segall Bryant & Hamill
Illinois
$779K +$8.51K +67 +1%
CHAM
300
Clear Harbor Asset Management
Connecticut
$775K -$116K -915 -14%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.