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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
Optimum Investment Advisors
Illinois
$1.25M -$64.2K -390 -5%
GWM
302
Geneos Wealth Management
Colorado
$1.24M +$291K +1,766 +31%
WP
303
WealthShield Partners
North Carolina
$1.23M +$473K +2,875 +62%
CWM
304
CIBC World Markets
New York
$1.23M +$1.23M +7,500 New
MPW
305
MA Private Wealth
California
$1.21M +$61.1K +371 +5%
Bessemer Group
306
Bessemer Group
New Jersey
$1.18M -$255K -1,546 -18%
UWM
307
USAdvisors Wealth Management
Minnesota
$1.18M -$159K -963 -12%
GSC
308
G&S Capital
Colorado
$1.18M +$1.18M +7,183 New
SMG
309
Spectrum Management Group
Indiana
$1.18M +$229K +1,390 +24%
SHIM
310
Stone House Investment Management
Pennsylvania
$1.13M -$1.26M -7,676 -53%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$1.13M -$57.6K -350 -5%
OIA
312
OneDigital Investment Advisors
Kansas
$1.07M +$673K +4,089 +168%
SHJ
313
Sharkey, Howes & Javer
Colorado
$1.07M -$1.19M -7,219 -53%
SC
314
Solstein Capital
California
$1.07M +$210K +1,276 +24%
LWM
315
Liberty Wealth Management
California
$1.04M -$463K -2,813 -31%
VAS
316
Vestmark Advisory Solutions
Massachusetts
$1.04M -$141K -855 -12%
HPC
317
Hobart Private Capital
North Carolina
$1.03M -$835K -5,075 -45%
CCM
318
Canal Capital Management
Virginia
$1.03M -$1.56M -9,490 -60%
DTIM
319
Danda Trouve Investment Management
Kansas
$1.03M +$1.03M +6,275 New
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$550K +3,342 +115%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$1.01M -$462K -2,805 -31%
CCA
322
Checchi Capital Advisers
California
$1.01M -$667K -4,052 -40%
NL
323
NWAM LLC
Washington
$1.01M +$102K +622 +11%
Walleye Trading
324
Walleye Trading
New York
$991K +$995K +6,044 New
CS
325
Comerica Securities
Michigan
$978K -$1.64M -9,960 -63%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.