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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
276
United Asset Strategies
New York
$1.16M +$472K +3,179 +65%
TIA
277
Tiemann Investment Advisors
California
$1.15M -$18.6K -125 -2%
CBFP
278
Cedar Brook Financial Partners
Ohio
$1.12M -$356K -2,399 -24%
CCA
279
Checchi Capital Advisers
California
$1.12M +$8.17K +55 +0.7%
TFF
280
The Family Firm
Maryland
$1.11M -$61.6K -415 -5%
AFP
281
Ausdal Financial Partners
Iowa
$1.08M +$756K +5,089 +213%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$1.07M -$148K -996 -12%
CW
283
CreativeOne Wealth
Kansas
$1.06M +$39.1K +263 +4%
IWC
284
Integrated Wealth Concepts
Massachusetts
$1.06M +$465K +3,132 +75%
OIA
285
Optimum Investment Advisors
Illinois
$1.06M
SI
286
Sprott Inc
Ontario, Canada
$1.04M -$166K -1,115 -13%
Verition Fund Management
287
Verition Fund Management
Connecticut
$1.03M +$1.06M +7,163 New
RWP
288
RWA Wealth Partners
Massachusetts
$1.03M +$47.2K +318 +5%
EL
289
EQ LLC
Washington
$1.02M -$78.7K -530 -7%
HNB
290
Huntington National Bank
Ohio
$1.02M -$366K -2,467 Closed
RW
291
Rede Wealth
Virginia
$1.01M +$412K +2,775 +65%
GAMA
292
Graticule Asia Macro Advisors
New York
$1.01M +$1.03M +6,969 New
RBA
293
Richard Bernstein Advisors
New York
$989K +$188K +1,265 +23%
IC
294
Innealta Capital
Texas
$988K -$3M -20,206 -75%
KeyBank National Association
295
KeyBank National Association
Ohio
$987K -$130K -873 -11%
CA
296
Cambridge Advisors
Nebraska
$987K +$1.02M +6,836 New
SWP
297
Stratos Wealth Partners
Ohio
$982K -$59.1K -398 -6%
TI
298
tru Independence
Oregon
$969K +$998K +6,724 New
LNC
299
Lincoln National Corp
Pennsylvania
$952K +$979K +6,590 New
VWA
300
V Wealth Advisors
Kansas
$944K +$8.31K +56 +0.9%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.