We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
Boltwood Capital Management
California
$3.8M +$267K +2,555 +8%
BIP
277
Blueprint Investment Partners
North Carolina
$3.77M +$3.7M +35,402 New
AIA
278
Acute Investment Advisory
Arizona
$3.73M +$3.67M +35,113 New
FF
279
Fluent Financial
Texas
$3.72M +$3.66M +34,970 New
ACM
280
Antonetti Capital Management
Florida
$3.72M +$1.02M +9,790 +39%
MWPCG
281
Measured Wealth Private Client Group
New Hampshire
$3.63M +$28.1K +269 +0.8%
LAM
282
LifePro Asset Management
California
$3.62M
LA
283
Latitude Advisors
Florida
$3.6M -$427K -4,077 -11%
SB
284
Strategic Blueprint
Georgia
$3.59M +$942K +9,000 +36%
Financial Engines Advisors
285
Financial Engines Advisors
California
$3.57M -$6.44M -61,566 -65%
T
286
TCWP
Ohio
$3.55M +$3.15M +30,105 +918%
FSA
287
Financial Sense Advisors
California
$3.51M +$2.07M +19,811 +150%
CAG
288
Csenge Advisory Group
Florida
$3.5M +$407K +3,892 +13%
IWP
289
Icon Wealth Partners
Texas
$3.39M +$3.34M +31,874 New
CAP
290
Columbia Advisory Partners
Washington
$3.34M +$3.29M +31,446 New
CTC
291
Central Trust Company
Missouri
$3.31M -$3.32M -31,750 -51%
KP
292
Keel Point
Alabama
$3.3M +$746K +7,129 +30%
EWA
293
EP Wealth Advisors
California
$3.29M -$173M -1,651,184 -98%
LW
294
Lauer Wealth
Indiana
$3.27M +$3.28M +31,345 New
VCM
295
Virtue Capital Management
Tennessee
$3.26M -$4.71M -45,060 -59%
Creative Planning
296
Creative Planning
Kansas
$3.25M +$2.07M +19,750 +183%
BRWA
297
B. Riley Wealth Advisors
Florida
$3.23M +$1.92M +18,362 +153%
CG
298
Colony Group
Massachusetts
$3.21M -$695K -6,647 -18%
BCP
299
Bayberry Capital Partners
New York
$3.19M +$3.14M +30,000 New
CCM
300
Ciovacco Capital Management
Georgia
$3.17M +$1.15M +10,986 +58%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.