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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CS
301
Credit Suisse
Switzerland
$1.54M -$74.2M -537,945 -98%
CFGS
302
Concourse Financial Group Securities
Alabama
$1.53M -$2.18M -15,836 -58%
SGI
303
Swan Global Investments
Colorado
$1.52M
GIA
304
Goodwin Investment Advisory
Georgia
$1.5M +$245K +1,776 +18%
CSWG
305
Cardinal Strategic Wealth Guidance
Kentucky
$1.49M +$400K +2,898 +35%
MWA
306
Meridian Wealth Advisors
Texas
$1.49M -$111K -804 -7%
FFM
307
Forum Financial Management
Illinois
$1.46M +$300K +2,172 +24%
WB
308
WesBanco Bank
West Virginia
$1.44M -$9.38K -68 -0.6%
SI
309
Stephens Inc
Arkansas
$1.44M +$1.16M +8,403 +339%
SSG
310
Summit Securities Group
New York
$1.43M +$1.49M +10,800 New
SMFG
311
Sumitomo Mitsui Financial Group
Japan
$1.4M -$675K -4,897 -32%
SC
312
Shay Capital
New York
$1.39M +$1.45M +10,500 New
SAM
313
Strategy Asset Managers
California
$1.35M +$230K +1,668 +19%
UAS
314
United Asset Strategies
New York
$1.35M +$334K +2,423 +31%
CCM
315
Crew Capital Management
Ohio
$1.35M -$2.62K -19 -0.2%
MWM
316
Merriman Wealth Management
Washington
$1.33M +$1.39M +10,082 New
William Blair & Company
317
William Blair & Company
Illinois
$1.31M +$84.7K +614 +7%
CBFP
318
Cedar Brook Financial Partners
Ohio
$1.31M +$55.7K +404 +4%
SCA
319
Snowden Capital Advisors
New York
$1.29M +$756K +5,482 +127%
BA
320
Ballew Advisors
Mississippi
$1.29M +$393K +2,846 +37%
MOS
321
MGO One Seven
Ohio
$1.29M +$463K +3,358 +53%
AWM
322
Alterna Wealth Management
Texas
$1.27M -$1.13M -8,158 -46%
JWCA
323
J.W. Cole Advisors
Florida
$1.26M +$818K +5,934 +165%
KeyBank National Association
324
KeyBank National Association
Ohio
$1.26M +$162K +1,177 +14%
IFG
325
Independent Financial Group
California
$1.26M +$1.04M +7,526 +380%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.