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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
276
First Trust Advisors
Illinois
$6.62M -$1.28M -13,548 -16%
FFA
277
Farther Finance Advisors
California
$6.52M +$1.41M +14,958 +27%
SHIM
278
Stone House Investment Management
Pennsylvania
$6.49M +$1.51M +16,001 +30%
Man Group
279
Man Group
United Kingdom
$6.48M -$9.98M -105,501 -61%
TPW
280
Tiller Private Wealth
Pennsylvania
$6.38M +$719K +7,597 +13%
FSC
281
Full Sail Capital
Oklahoma
$6.33M -$905K -9,564 -13%
SW
282
SteelPeak Wealth
California
$6.3M +$415K +4,392 +7%
CS
283
Credit Suisse
Switzerland
$6.25M +$1.23M +13,008 +25%
FHC
284
First Heartland Consultants
Missouri
$6.22M +$60.4K +639 +1%
BTI
285
Blue Trust Inc
Georgia
$6.18M -$1.55M -16,363 -20%
LA
286
LPF Advisors
Florida
$6.14M +$1.37M +14,448 +29%
GI
287
GLOBALT Investments
Georgia
$6.08M -$184K -1,950 -3%
SC
288
Scotia Capital
Ontario, Canada
$6.01M -$2.73M -28,901 -31%
BRWA
289
B. Riley Wealth Advisors
Florida
$6.01M -$6.07M -64,182 -49%
BRG
290
Bay Rivers Group
Virginia
$5.96M +$564K +5,966 +10%
SWM
291
Shelton Wealth Management
Texas
$5.93M +$3.58M +37,901 +153%
VHAM
292
Van Hulzen Asset Management
California
$5.92M +$123K +1,301 +2%
CFO
293
Custos Family Office
Texas
$5.84M +$198K +2,097 +4%
LW
294
Lauer Wealth
Indiana
$5.81M -$488K -5,158 -7%
OLVIG
295
Oliver Lagore Vanvalin Investment Group
Michigan
$5.77M +$4.07M +43,077 +240%
HBWM
296
Hollow Brook Wealth Management
New York
$5.75M +$33.8K +357 +0.6%
BGI
297
BlueDrive Global Investors
United Kingdom
$5.57M
BIP
298
Blue Investment Partners
California
$5.56M +$540K +5,711 +11%
HCA
299
Heck Capital Advisors
Wisconsin
$5.54M +$190K +2,007 +4%
RA
300
RFG Advisory
Alabama
$5.49M -$495K -5,231 -8%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.