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iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
301
West Paces Advisors
Georgia
$13.3K
RAM
302
Riggs Asset Management
Pennsylvania
$13K +$13.2K +110 New
FHA
303
First Horizon Advisors
Tennessee
$12K -$6.28M -52,343 -100%
YWP
304
YorkBridge Wealth Partners
New York
$10K
GRP
305
Global Retirement Partners
California
$10K +$1.44K +12 +17%
DOA
306
D'Orazio & Associates
Virginia
$7K
DSC
307
Duncker Streett & Co
Missouri
$6K
CFA
308
Carroll Financial Associates
North Carolina
$5K
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$5K
ED
310
Exane Derivatives
France
$4.71K -$9.12K -76 -66%
CHC
311
City Holding Co
West Virginia
$4K -$960 -8 -21%
FANJ
312
Financial Architects (New Jersey)
New Jersey
$4K
AllianceBernstein
313
AllianceBernstein
Tennessee
$3K -$240 -2 -8%
TCOV
314
Trust Company of Vermont
Vermont
$3K +$3K +25 New
RCA
315
Rowland Carmichael Advisors
Arizona
$2K -$31.9K -266 -94%
CC
316
Coastland Capital
California
-$72M -600,000 Closed
OA
317
Oxbow Advisors
Texas
-$70.8M -593,905 Closed
MSU
318
Mizuho Securities USA
New York
-$35.7M -300,000 Closed
BB
319
Bell Bank
North Dakota
-$24M -201,207 Closed
GP
320
GLG Partners
United Kingdom
-$18.1M -151,606 Closed
WCA
321
Waratah Capital Advisors
Ontario, Canada
-$16.3M -136,930 Closed
VF
322
Virtu Financial
New York
-$15.3M -128,197 Closed
SCM
323
Stevens Capital Management
Pennsylvania
-$14.5M -121,310 Closed
TCM
324
TAM Capital Management
Connecticut
-$9.04M -75,884 Closed
CIC
325
Cutler Investment Counsel
Oregon
-$8.39M -70,397 Closed

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.