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iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$40K -$2.72M -21,623 -99%
FWM
302
Focused Wealth Management
New York
$37K +$37.7K +300 New
AF
303
Allworth Financial
California
$35K
SEI Investments
304
SEI Investments
Pennsylvania
$33K +$11.2K +89 +50%
GRP
305
Global Retirement Partners
California
$32K +$15.3K +122 +88%
IFA
306
Interactive Financial Advisors
Illinois
$29K -$4.52M -35,938 -99%
WA
307
Winfield Associates
Ohio
$25K +$25.1K +200 New
TRCT
308
Tower Research Capital (TRC)
New York
$23K -$628 -5 -3%
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$20.5K
MA
310
MUFG Americas
New York
$18K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$15.5K
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$7.29K +58 +94%
FMA
313
FNY Managed Accounts
New York
$15K +$15.6K +124 New
VFA
314
Virtus Fund Advisers
Connecticut
$14K -$368K -2,929 -96%
WPA
315
West Paces Advisors
Georgia
$13.7K
FCB
316
First Command Bank
Texas
$13K +$12.9K +103 New
FCFS
317
First Command Financial Services
Texas
$13K +$12.9K +103 New
CAL
318
Capital Advisors Ltd
Ohio
$10K
YWP
319
YorkBridge Wealth Partners
New York
$10K
BWA
320
BDO Wealth Advisors
Florida
$9K -$50.3K -400 -84%
WEC
321
Winslow Evans & Crocker
Massachusetts
$8.36K +$8.54K +68 New
CFD
322
Creative Financial Designs
Indiana
$8K -$377 -3 -4%
DOA
323
D'Orazio & Associates
Virginia
$8K
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$7K -$10.7K -85 -61%
CFA
325
Carroll Financial Associates
North Carolina
$5K

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.