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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
NR
301
Newfound Research
Massachusetts
$1.16M +$742K +4,977 +240%
MPW
302
MA Private Wealth
California
$1.15M +$2.09K +14 +0.2%
Renaissance Technologies
303
Renaissance Technologies
New York
$1.14M +$1.03M +6,900 New
BWP
304
Bernardo Wealth Planning
Pennsylvania
$1.13M -$145K -971 -12%
PFS
305
Prospera Financial Services
Texas
$1.06M +$624K +4,185 +186%
CFB
306
Cullen/Frost Bankers
Texas
$1.03M +$239K +1,605 +35%
KeyBank National Association
307
KeyBank National Association
Ohio
$1.03M -$74.2K -498 -7%
WI
308
Wintrust Investments
Illinois
$1.03M -$13.9M -93,169 -94%
TSS
309
Two Sigma Securities
New York
$1.01M -$249K -1,669 -21%
Allianz Asset Management
310
Allianz Asset Management
Germany
$1M +$85.9K +576 +10%
SFA
311
Semmax Financial Advisors
North Carolina
$997K +$310K +2,080 +52%
5L
312
55I LLC
Massachusetts
$991K +$344K +2,310 +63%
JG
313
Jefferies Group
New York
$989K +$894K +5,998 New
AWM
314
Avior Wealth Management
Nebraska
$984K +$420K +2,816 +89%
SHWM
315
Silicon Hills Wealth Management
Texas
$978K +$882K +5,915 +53,773%
FHC
316
First Heartland Consultants
Missouri
$977K -$1.36M -9,150 -61%
GWM
317
Geneos Wealth Management
Colorado
$961K +$267K +1,790 +45%
SMG
318
Spectrum Management Group
Indiana
$955K +$863K +5,790 New
Marshall Wace
319
Marshall Wace
United Kingdom
$951K -$3.35M -22,450 -80%
EWM
320
Executive Wealth Management
Michigan
$947K +$172K +1,153 +25%
BP
321
Ballentine Partners
Massachusetts
$934K -$90.8K -609 -10%
SCM
322
SCS Capital Management
Massachusetts
$927K -$915K -6,141 -52%
TFF
323
The Family Firm
Maryland
$927K -$257K -1,727 -24%
RA
324
Rational Advisors
New York
$925K +$836K +5,610 New
SBH
325
Segall Bryant & Hamill
Illinois
$904K

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.