We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

869 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 403 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $4.66B

80% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 86

74% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 232

18% more capital invested

Capital invested by funds: $24.4B → $28.9B (+$4.43B)

8% more funds holding

Funds holding: 806869 (+63)

7% more funds holding in top 10

Funds holding in top 10: 100107 (+7)

0.56% less ownership

Funds ownership: 74.4%73.84% (-0.56%)

Holders
869
Holders Change
+63
Holders Change %
+7.82%
% of All Funds
13.64%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.68%
New
155
Increased
403
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Change in
Stake
FF
301
Fluent Financial
Texas
$4.04M +$443K +4,270 +12%
IAN
302
Integrated Advisors Network
Texas
$4.04M +$2.11M +20,306 +107%
AIA
303
Arrow Investment Advisors
Maryland
$3.95M -$456K -4,392 -10%
CG
304
Colony Group
Massachusetts
$3.92M +$815K +7,857 +26%
TA
305
TrueWealth Advisors
Alabama
$3.92M +$1.86M +17,885 +89%
Lazard Asset Management
306
Lazard Asset Management
New York
$3.9M
USCWA
307
U.S. Capital Wealth Advisors
Texas
$3.9M +$1.12M +10,766 +40%
AFP
308
Ausdal Financial Partners
Iowa
$3.82M +$783K +7,550 +26%
EFS
309
Econ Financial Services
Pennsylvania
$3.81M +$56.6K +546 +1%
PWM
310
Peterson Wealth Management
Nevada
$3.77M +$3.8M +36,625 New
FA
311
Fermata Advisors
California
$3.76M +$2.37M +22,840 +167%
SWA
312
Stratos Wealth Advisors
Ohio
$3.76M +$1.71M +16,516 +83%
Toronto Dominion Bank
313
Toronto Dominion Bank
Ontario, Canada
$3.73M +$2.15M +20,727 +134%
LW
314
Lauer Wealth
Indiana
$3.71M +$629K +6,060 +19%
PWM
315
Penobscot Wealth Management
Maine
$3.7M +$3.72M +35,900 New
TCA
316
Transcend Capital Advisors
New Jersey
$3.66M +$805K +7,761 +28%
Wealthfront Advisers
317
Wealthfront Advisers
California
$3.66M +$1.97M +19,005 +115%
RCM
318
Rain Capital Management
Oregon
$3.65M -$69K -665 -2%
TMC
319
Trellus Management Company
Florida
$3.6M +$2.57M +24,753 +242%
ACM
320
Antonetti Capital Management
Florida
$3.6M +$2.59K +25 +0.1%
SB
321
Strategic Blueprint
Georgia
$3.57M +$89.8K +866 +3%
ACM
322
Ategra Capital Management
Virginia
$3.57M +$1.18M +11,410 +49%
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$3.53M -$422K -4,065 -11%
State of Tennessee, Department of Treasury
324
State of Tennessee, Department of Treasury
Tennessee
$3.53M +$3.56M +34,300 New
CA
325
CoreCap Advisors
Michigan
$3.52M +$3.54M +34,151 New