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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
MONECO Advisors
Connecticut
$5.47M +$1.74M +18,371 +47%
ACA
302
Aptus Capital Advisors
Alabama
$5.44M +$5.33M +56,398 +5,237%
JIR
303
James Investment Research
Ohio
$5.43M -$2.66M -28,171 -33%
SWA
304
Stratos Wealth Advisors
Ohio
$5.41M -$823K -8,702 -13%
CA
305
CoreCap Advisors
Michigan
$5.39M -$266K -2,813 -5%
AWAU
306
Alliance Wealth Advisors (Utah)
Utah
$5.33M -$5.22M -55,149 -49%
AWM
307
Axxcess Wealth Management
California
$5.31M -$173K -1,828 -3%
GM
308
GeoWealth Management
Illinois
$5.3M -$4.87M -51,467 -48%
VWA
309
Visionary Wealth Advisors
Illinois
$5.3M +$1.15M +12,176 +28%
I2I
310
Insight 2811 Inc
Illinois
$5.28M +$7.95K +84 +0.2%
TFA
311
Transamerica Financial Advisors
Florida
$5.15M -$5.6M -59,171 -52%
EWA
312
Emergent Wealth Advisors
New York
$5.13M +$1.46M +15,407 +40%
Verition Fund Management
313
Verition Fund Management
Connecticut
$5.04M -$18.9M -199,921 -79%
WS
314
Wedbush Securities
California
$5M +$1.19M +12,548 +31%
BFM
315
Boothbay Fund Management
New York
$4.99M +$840K +8,879 +20%
GS
316
GTS Securities
New York
$4.97M -$40.3M -426,425 -89%
Toronto Dominion Bank
317
Toronto Dominion Bank
Ontario, Canada
$4.97M -$5.37M -56,809 -52%
VAG
318
VisionPoint Advisory Group
Texas
$4.97M -$215K -2,275 -4%
TWM
319
TSA Wealth Management
Texas
$4.94M -$1.64M -17,315 -25%
AFA
320
AllGen Financial Advisors
Florida
$4.91M -$5.42M -57,323 -52%
AA
321
Advisory Alpha
Michigan
$4.91M -$32.5K -344 -0.7%
CFG
322
CMC Financial Group
Georgia
$4.89M -$3.79M -40,050 -44%
GF
323
Gries Financial
Ohio
$4.88M -$1.74M -18,358 -26%
CLGM
324
Capitolis Liquid Global Markets
New York
$4.84M -$180M -1,898,810 -97%
HNB
325
Huntington National Bank
Ohio
$4.84M

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.