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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
301
1834 Investment Advisors
Wisconsin
$269K -$6.13K -53 -2%
SFSIG
302
San Francisco Sentry Investment Group
California
$267K +$57.9K +500 +29%
RJT
303
Raymond James Trust
Florida
$267K +$255K +2,199 New
SI
304
Stephens Inc
Arkansas
$265K +$27.9K +241 +12%
KWMG
305
King Wealth Management Group
Florida
$263K -$142K -1,223 -36%
CIR
306
Clear Investment Research
Georgia
$262K -$31.1K -269 -11%
LS
307
Lattice Strategies
Pennsylvania
$260K
PTC
308
Philadelphia Trust Company
Pennsylvania
$252K -$104K -900 -30%
W
309
WealthOne
New York
$252K +$240K +2,074 New
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K +$10.4K +90 +5%
MHS
311
M Holdings Securities
Oregon
$248K -$7.06K -61 -3%
TMC
312
Trellus Management Company
Florida
$243K -$347K -3,000 -60%
Comerica Bank
313
Comerica Bank
Texas
$237K +$6.71K +58 +3%
VAM
314
Verity Asset Management
North Carolina
$235K +$224K +1,937 New
PWS
315
Peloton Wealth Strategists
Indiana
$227K +$216K +1,865 New
UBS AM
316
UBS AM
Illinois
$224K -$217K -1,871 -50%
DS
317
DRW Securities
Illinois
$222K -$4.44M -38,368 -95%
M&T Bank
318
M&T Bank
New York
$221K -$137K -1,185 -39%
Prudential Financial
319
Prudential Financial
New Jersey
$220K +$209K +1,804 New
CFB
320
Cullen/Frost Bankers
Texas
$217K +$206K +1,784 New
APP
321
Avantax Planning Partners
Iowa
$216K +$164K +1,417 +390%
LFG
322
LifePlan Financial Group
Ohio
$206K -$41.3K -357 -17%
AW
323
ACG Wealth
Georgia
$202K +$193K +1,664 New
QAM
324
Quantres Asset Management
Cayman Islands
$201K +$191K +1,652 New
BP
325
Ballentine Partners
Massachusetts
$201K +$191K +1,654 New

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.