TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

620 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+34
Holders Change %
+5.8%
% of All Funds
12.54%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.56%
New
97
Increased
273
Reduced
192
Closed
57
Calls
$4.06B
Puts
$7.54B
Net Calls
-$3.48B
Net Calls Change
-$3.38B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
2
UBS Group
UBS Group
Switzerland
$934M
3
Barclays
Barclays
United Kingdom
$807M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$483M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
BAM
BTS Asset Management
Massachusetts
$0
3
BlackRock
BlackRock
New York
$383M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$169M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
276
Meridian Financial Partners
Virginia
$1.64M +$1.64M +10,254 New
TPCW
277
TD Private Client Wealth
New York
$1.63M +$707K +4,331 +77%
LFAS
278
Level Four Advisory Services
Texas
$1.56M +$219K +1,344 +16%
WB
279
WesBanco Bank
West Virginia
$1.54M +$19.9K +122 +1%
VAS
280
Vestmark Advisory Solutions
Massachusetts
$1.53M +$499K +3,058 +48%
TIA
281
Tiemann Investment Advisors
California
$1.51M +$719K +4,401 +90%
CA
282
Cambridge Associates
Massachusetts
$1.51M +$1.51M +9,233 New
LFG
283
LifePlan Financial Group
Ohio
$1.48M +$44.7K +274 +3%
JPLA
284
Joseph P. Lucia & Associates
New York
$1.45M -$30.7K -188 -2%
AWM
285
Adams Wealth Management
Utah
$1.44M +$1.44M +8,841 New
PFG
286
PAX Financial Group
Texas
$1.43M +$29.7K +182 +2%
JF
287
Jump Financial
Illinois
$1.39M +$1.39M +8,508 New
BWAM
288
Boyd Watterson Asset Management
Ohio
$1.38M +$76.9K +471 +6%
AFWM
289
AMJ Financial Wealth Management
Virginia
$1.38M -$11.6K -71 -0.8%
WIA
290
World Investment Advisors
California
$1.36M +$1.8K +11 +0.1%
HPC
291
Hobart Private Capital
North Carolina
$1.34M +$313K +1,918 +31%
OWA
292
Outlook Wealth Advisors
Texas
$1.33M +$379K +2,324 +40%
RSWM
293
Robertson Stephens Wealth Management
California
$1.33M -$379K -2,320 -22%
VSWA
294
Vontobel Swiss Wealth Advisors
Switzerland
$1.3M -$65.3K -400 -5%
M&T Bank
295
M&T Bank
New York
$1.3M -$86.7K -531 -6%
SAM
296
Securian Asset Management
Minnesota
$1.28M +$1M +6,130 +354%
ECA
297
Elevated Capital Advisors
Utah
$1.26M -$5.9K -38 -0.5%
Principal Financial Group
298
Principal Financial Group
Iowa
$1.26M +$331K +2,027 +36%
BAM
299
Bruderman Asset Management
New York
$1.25M -$42.6K -261 -3%
SHIM
300
Stone House Investment Management
Pennsylvania
$1.25M +$125K +764 +11%
10 11
12
13 14