We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
276
Timber Creek Capital Management
Massachusetts
$1.55M -$50.2K -305 -3%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$1.54M +$28.5K +173 +2%
BA
278
Ballew Advisors
Mississippi
$1.54M +$813K +4,938 +113%
AWM
279
Atticus Wealth Management
Florida
$1.54M +$1.16M +7,045 +303%
EF
280
Empirical Finance
Pennsylvania
$1.53M +$1.54M +9,345 New
KCM
281
Kornitzer Capital Management
Kansas
$1.53M
WB
282
WesBanco Bank
West Virginia
$1.53M -$196K -1,193 -11%
Janus Henderson Group
283
Janus Henderson Group
United Kingdom
$1.51M -$499K -3,031 -25%
JPLA
284
Joseph P. Lucia & Associates
New York
$1.49M -$99.9K -607 -6%
AF
285
Affiance Financial
Minnesota
$1.46M +$1.06M +6,458 +262%
LFG
286
LifePlan Financial Group
Ohio
$1.44M -$430K -2,611 -23%
HMS
287
Hanseatic Management Services
New Mexico
$1.43M +$1.13M +6,855 +364%
AWM
288
Avior Wealth Management
Nebraska
$1.43M +$452K +2,744 +46%
PFG
289
PAX Financial Group
Texas
$1.4M -$4.77K -29 -0.3%
AFWM
290
AMJ Financial Wealth Management
Virginia
$1.39M -$2.85M -17,327 -67%
SCM
291
Shelton Capital Management
Colorado
$1.39M -$126K -765 -8%
M&T Bank
292
M&T Bank
New York
$1.39M +$954K +5,794 +217%
WIA
293
World Investment Advisors
California
$1.38M -$2.15M -13,045 -61%
VSWA
294
Vontobel Swiss Wealth Advisors
Switzerland
$1.37M -$98.8K -600 -7%
ECA
295
Elevated Capital Advisors
Utah
$1.35M +$1.35M +8,176 New
LFAS
296
Level Four Advisory Services
Texas
$1.34M -$115K -696 -8%
BCM
297
Barometer Capital Management
Ontario, Canada
$1.34M +$1.35M +8,200 New
IWS
298
Insight Wealth Strategies
California
$1.32M +$1.33M +8,059 New
BWAM
299
Boyd Watterson Asset Management
Ohio
$1.31M -$281K -1,704 -18%
BAM
300
Bruderman Asset Management
New York
$1.29M -$172K -1,044 -12%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.