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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
SKK
301
Shepherd Kaplan Krochuk
Massachusetts
$3.15M -$1.53M -14,595 -33%
AFP
302
Ausdal Financial Partners
Iowa
$3.14M +$56.8K +543 +2%
TW
303
TrinityPoint Wealth
Connecticut
$3.13M +$1.02M +9,728 +49%
Man Group
304
Man Group
United Kingdom
$3.11M
WS
305
Wedbush Securities
California
$3.1M +$302K +2,885 +11%
MSAM
306
Moloney Securities Asset Management
Missouri
$3.02M +$2.97M +28,428 New
XS
307
XR Securities
Illinois
$3.02M +$2.17M +20,756 +272%
AG
308
Ascent Group
Virginia
$3.01M -$79.8K -763 -3%
EAM
309
Eschler Asset Management
United Kingdom
$2.97M +$2.48M +23,742 +563%
CW
310
Channel Wealth
California
$2.97M +$2.93M +27,959 New
SIA
311
Soltis Investment Advisors
Utah
$2.96M -$121K -1,154 -4%
TCA
312
Transcend Capital Advisors
New Jersey
$2.96M +$898K +8,581 +45%
SWM
313
Spire Wealth Management
Virginia
$2.95M +$1.15M +10,996 +66%
USCWA
314
U.S. Capital Wealth Advisors
Texas
$2.89M -$487K -4,651 -15%
MHS
315
M Holdings Securities
Oregon
$2.83M -$80.3K -767 -3%
MWM
316
Maripau Wealth Management
Indiana
$2.82M -$227K -2,167 -8%
FPCP
317
Fort Point Capital Partners
California
$2.82M +$160K +1,532 +6%
CWA
318
Consilio Wealth Advisors
Washington
$2.82M +$2.77M +26,515 New
EFG
319
Erickson Financial Group
Pennsylvania
$2.78M +$24.9K +238 +0.9%
QPWM
320
Quadrant Private Wealth Management
Pennsylvania
$2.77M +$1.75M +16,748 +179%
DWA
321
Dorsey Wright & Associates
California
$2.77M -$103K -988 -4%
LSPW
322
Lake Street Private Wealth
Illinois
$2.73M +$1.17M +11,189 +77%
WF
323
Williams Financial
Vermont
$2.7M +$2.65M +25,340 New
LG
324
Leuthold Group
Minnesota
$2.69M +$50.2K +480 +2%
CSWG
325
Cardinal Strategic Wealth Guidance
Kentucky
$2.65M +$410K +3,919 +19%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.