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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
WC
276
Whitney & Co
New York
$1.94M +$1.83M +13,240 +913%
I2I
277
Insight 2811 Inc
Illinois
$1.92M -$319K -2,313 -14%
MA
278
Mutual Advisors
Nebraska
$1.88M +$361K +2,616 +23%
AIG
279
American International Group
New York
$1.88M
AIP
280
Almanack Investment Partners
Pennsylvania
$1.87M -$47.5M -344,634 -96%
AIP
281
Ahrens Investment Partners
Louisiana
$1.86M +$1.94M +14,100 New
WAM
282
Warberg Asset Management
Illinois
$1.85M +$1.93M +14,000 New
CM
283
Columbus Macro
Pennsylvania
$1.82M +$25.2K +183 +1%
GM
284
GeoWealth Management
Illinois
$1.81M +$229K +1,662 +14%
LFAS
285
Level Four Advisory Services
Texas
$1.79M +$501K +3,630 +36%
IWP
286
Innova Wealth Partners
Pennsylvania
$1.78M -$3.11M -22,557 -63%
EIA
287
Eldridge Investment Advisors
New Hampshire
$1.78M +$1.86M +13,450 New
Creative Planning
288
Creative Planning
Kansas
$1.75M -$20.4K -148 -1%
CGPCS
289
Capital Group Private Client Services
California
$1.75M +$4.97K +36 +0.3%
NFP
290
Narus Financial Partners
Utah
$1.74M +$1.82M +13,160 New
SWM
291
Spire Wealth Management
Virginia
$1.7M -$133K -966 -7%
TC
292
Tatro Capital
Kentucky
$1.66M +$914K +6,627 +112%
IPW
293
Intergy Private Wealth
Colorado
$1.64M +$837K +6,071 +96%
SI
294
Sprott Inc
Ontario, Canada
$1.63M +$730K +5,295 +75%
IUHSA
295
Itau Unibanco Holding S.A.
Brazil
$1.63M +$1.7M +12,311 New
PMAM
296
Picton Mahoney Asset Management
Ontario, Canada
$1.63M
Bank Julius Baer & Co
297
Bank Julius Baer & Co
Switzerland
$1.57M -$426K -3,088 -21%
KF
298
Krilogy Financial
Missouri
$1.56M -$14.5K -105 -0.9%
SG
299
StoneX Group
New York
$1.55M +$1.62M +11,773 New
FHA
300
Flagship Harbor Advisors
Massachusetts
$1.54M +$1.27M +9,211 +374%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.