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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Commerzbank Aktiengesellschaft
Germany
$1.41M -$8.65M -62,153 -86%
CFGS
277
Concourse Financial Group Securities
Alabama
$1.41M +$876K +6,297 +155%
SC
278
Slow Capital
California
$1.38M +$120K +860 +9%
BO
279
Bach Option
Hong Kong
$1.36M +$900K +6,463 +182%
CONA
280
Capital One National Association
New York
$1.35M +$1.38M +9,938 New
CCM
281
Crabel Capital Management
California
$1.33M +$744K +5,345 +119%
BCM
282
Bayesian Capital Management
New York
$1.33M +$905K +6,500 +197%
HPC
283
Hobart Private Capital
North Carolina
$1.31M +$105K +753 +8%
TCCM
284
Timber Creek Capital Management
Massachusetts
$1.31M -$1.04M -7,499 -44%
Northern Trust
285
Northern Trust
Illinois
$1.3M -$735K -5,282 -30%
BWAM
286
Boyd Watterson Asset Management
Ohio
$1.29M -$101K -727 -7%
TCA
287
Transcend Capital Advisors
New Jersey
$1.27M +$1.3M +9,363 New
TM
288
Titan Managers
Arizona
$1.25M
FSA
289
Financial Sense Advisors
California
$1.25M -$18.6M -133,864 -94%
AWM
290
Alterna Wealth Management
Texas
$1.25M -$887K -6,376 -41%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$1.22M -$100K -720 -7%
BEI
292
Benjamin Edwards Inc
Missouri
$1.22M +$256K +1,836 +26%
WQ
293
Wealth Quarterback
New Jersey
$1.22M +$4.73M +33,998 New
SS
294
Sunbelt Securities
Texas
$1.21M +$659K +4,731 +113%
CAM
295
Concorde Asset Management
Michigan
$1.2M +$114K +820 +10%
SCM
296
Shelton Capital Management
Colorado
$1.2M +$62.8K +451 +5%
BC
297
Brinker Capital
Pennsylvania
$1.17M -$133K -958 -10%
LHC
298
Little House Capital
Massachusetts
$1.15M +$89.5K +643 +8%
LWM
299
Liberty Wealth Management
California
$1.14M +$172K +1,233 +17%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$1.13M +$570K +4,096 +98%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.