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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SI
301
Stephens Inc
Arkansas
$1.13M -$61.2K -440 -5%
JIP
302
Jaffetilchin Investment Partners
Florida
$1.09M +$246K +1,766 +28%
BWP
303
Bernardo Wealth Planning
Pennsylvania
$1.06M +$1.09M +7,825 New
TSS
304
Two Sigma Securities
New York
$1.06M +$467K +3,355 +75%
CAIMH
305
Central Asset Investments & Management Holdings
Hong Kong
$1.06M +$1.09M +7,810 New
CWS
306
Cypress Wealth Services
California
$1.06M +$197K +1,416 +22%
OIA
307
Optimum Investment Advisors
Illinois
$1.03M +$83.5K +600 +9%
EP
308
Edgestream Partners
New Jersey
$1.03M +$1.05M +7,579 New
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$1.02M +$158K +1,133 +18%
RJT
310
Raymond James Trust
Florida
$1.02M -$214K -1,534 -17%
VWA
311
Visionary Wealth Advisors
Illinois
$1.02M +$1.05M +7,509 New
LWM
312
Lenox Wealth Management
Ohio
$998K +$14.3K +103 +1%
TFF
313
The Family Firm
Maryland
$995K -$41.3K -297 -4%
SXL
314
Summit X LLC
Missouri
$975K +$65K +467 +7%
OFG
315
OmniStar Financial Group
North Carolina
$965K +$23.2K +167 +2%
KCM
316
Kornitzer Capital Management
Kansas
$957K
MG
317
Mather Group
Illinois
$955K +$981K +7,049 New
Comerica Bank
318
Comerica Bank
Texas
$946K -$731K -5,255 -45%
MPW
319
MA Private Wealth
California
$943K +$2.5K +18 +0.3%
PP
320
Paloma Partners
Connecticut
$935K +$666K +4,784 +226%
CHAM
321
Clear Harbor Asset Management
Connecticut
$918K +$53.6K +385 +6%
CCA
322
Checchi Capital Advisers
California
$914K -$410K -2,942 -30%
KeyBank National Association
323
KeyBank National Association
Ohio
$913K +$315K +2,260 +50%
TW
324
TrinityPoint Wealth
Connecticut
$877K +$36.3K +261 +4%
Betterment LLC
325
Betterment LLC
New York
$861K +$885K +6,355 New

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.