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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$1.47M -$4.98M -33,429 -79%
PFG
277
PAX Financial Group
Texas
$1.47M -$873K -5,856 -41%
LFAS
278
Level Four Advisory Services
Texas
$1.46M +$449K +3,011 +51%
SCP
279
Silverleafe Capital Partners
Tennessee
$1.45M +$668K +4,480 +104%
TM
280
Titan Managers
Arizona
$1.45M -$149 -1 -0%
MG
281
Mather Group
Illinois
$1.45M +$256K +1,720 +24%
Bessemer Group
282
Bessemer Group
New Jersey
$1.44M -$559K -3,750 -30%
AIP
283
Almanack Investment Partners
Pennsylvania
$1.43M -$406K -2,724 -24%
CAM
284
Concorde Asset Management
Michigan
$1.4M -$57.5K -386 -4%
CWS
285
Cypress Wealth Services
California
$1.39M +$97.9K +657 +8%
SCM
286
Symons Capital Management
Pennsylvania
$1.39M -$1.11M -7,415 -47%
COF
287
Capital One Financial
Virginia
$1.35M +$1.22M +8,188 New
UWM
288
USAdvisors Wealth Management
Minnesota
$1.35M +$1.22M +8,168 New
OIA
289
Optimum Investment Advisors
Illinois
$1.32M +$59.6K +400 +5%
FHA
290
Flagship Harbor Advisors
Massachusetts
$1.31M +$518K +3,474 +78%
Betterment LLC
291
Betterment LLC
New York
$1.28M +$209K +1,399 +22%
BC
292
Brinker Capital
Pennsylvania
$1.26M -$143K -957 -11%
AWA
293
Arete Wealth Advisors
Illinois
$1.26M -$5.34M -35,846 -83%
Nomura Asset Management
294
Nomura Asset Management
Japan
$1.25M +$586K +3,930 +108%
LWM
295
Lenox Wealth Management
Ohio
$1.23M +$13.7K +92 +1%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$1.21M +$1.08M +7,219 New
BCP
297
Blackhawk Capital Partners
Wisconsin
$1.21M -$156K -1,044 -10%
SXL
298
Summit X LLC
Missouri
$1.2M +$57.4K +385 +5%
APA
299
American Portfolios Advisors
New York
$1.19M -$894K -5,996 -45%
VAS
300
Vestmark Advisory Solutions
Massachusetts
$1.19M -$834K -5,594 -44%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.