TLT icon

iShares 20+ Year Treasury Bond ETF

515 hedge funds and large institutions have $12.6B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+47
Holders Change %
+10.04%
% of All Funds
11.31%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.69%
New
114
Increased
191
Reduced
173
Closed
63
Calls
$3.46B
Puts
$5.78B
Net Calls
-$2.32B
Net Calls Change
+$1.71B
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
301
Philadelphia Trust Company
Pennsylvania
$1.1M -$32.9K -230 -3%
TFF
302
The Family Firm
Maryland
$1.09M -$121K -847 -10%
LWM
303
Lenox Wealth Management
Ohio
$1.04M +$1.01M +7,052 +3,326%
BEI
304
Benjamin Edwards Inc
Missouri
$1.03M +$474K +3,317 +86%
CW
305
CreativeOne Wealth
Kansas
$1.03M +$153K +1,073 +18%
LWM
306
Liberty Wealth Management
California
$1.02M +$345K +2,411 +51%
BWA
307
BDO Wealth Advisors
Florida
$1.02M +$66.5K +465 +7%
ACM
308
Avalon Capital Management
California
$1.01M -$269K -1,880 -21%
KCM
309
Kornitzer Capital Management
Kansas
$1.01M +$291K +2,035 +40%
OIA
310
Optimum Investment Advisors
Illinois
$1M +$143K +1,000 +17%
OFG
311
OmniStar Financial Group
North Carolina
$995K +$95.8K +670 +11%
MPW
312
MA Private Wealth
California
$994K +$167K +1,169 +20%
SXL
313
Summit X LLC
Missouri
$956K +$956K +6,831 New
WC
314
Wexford Capital
Florida
$940K -$327K -2,283 -26%
WP
315
WealthSource Partners
California
$929K +$359K +2,510 +63%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$916K +$916K +6,410 New
CHAM
317
Clear Harbor Asset Management
Connecticut
$914K +$79.4K +555 +10%
CWS
318
Cypress Wealth Services
California
$913K +$913K +6,378 New
BP
319
Ballentine Partners
Massachusetts
$897K +$158K +1,106 +21%
KA
320
Kovack Advisors
Florida
$895K +$161K +1,123 +22%
JIP
321
Jaffetilchin Investment Partners
Florida
$895K +$442K +3,087 +97%
BAC
322
Boys Arnold & Co
North Carolina
$870K +$870K +6,094 New
TW
323
TrinityPoint Wealth
Connecticut
$862K +$27.9K +201 +3%
BA
324
Ballew Advisors
Mississippi
$859K +$9.29K +64 +1%
WCM
325
Wealthcare Capital Management
Virginia
$856K