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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Avestar Capital
New York
$51K +$19.6K +164 +62%
PG
302
Patten Group
Tennessee
$50K
GWM
303
Geneos Wealth Management
Colorado
$49K -$1.68K -14 -3%
IP
304
Intellectus Partners
California
$49K
MCM
305
Mainstay Capital Management
Michigan
$46K
CFD
306
Creative Financial Designs
Indiana
$40K
AF
307
Allworth Financial
California
$39K +$5.14K +43 +15%
RWP
308
RWA Wealth Partners
Massachusetts
$36K
GRP
309
Global Retirement Partners
California
$36K +$6.82K +57 +24%
BI
310
Bramshill Investments
Florida
$31K -$99.9K -835 -76%
SAM
311
Shamrock Asset Management
Texas
$30K -$120K -1,002 -80%
NR
312
Newfound Research
Massachusetts
$30K +$239 +2 +0.8%
MFW
313
Mosaic Family Wealth
Missouri
$29K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$26K -$78.9K -660 -75%
NL
315
NVWM LLC
Pennsylvania
$25K
HI
316
Hudock Inc
Pennsylvania
$25K +$120 +1 +0.5%
WPA
317
West Paces Advisors
Georgia
$24.1K +$10.5K +88 +80%
OIA
318
OneDigital Investment Advisors
Kansas
$24K +$23.9K +200 New
BCA
319
Bray Capital Advisors
Florida
$23K
BCA
320
Bay Colony Advisors
Massachusetts
$21K +$20.6K +172 New
GTAM
321
Global Trust Asset Management
Florida
$20K +$8.02K +67 +70%
CPIG
322
Chicago Partners Investment Group
Illinois
$19K +$19.1K +160 New
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$18.3K
MA
324
MUFG Americas
New York
$18K
WEC
325
Winslow Evans & Crocker
Massachusetts
$18K +$16.3K +136 New

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.