We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
326
Walleye Trading
New York
$4.94K +$4.98M +39,628 New
ED
327
Exane Derivatives
France
$4.24K -$126 -1 -3%
FANJ
328
Financial Architects (New Jersey)
New Jersey
$4K
RCA
329
Rowland Carmichael Advisors
Arizona
$2K
RFA
330
Reilly Financial Advisors
California
$1K -$6.79K -54 -82%
APSP
331
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$377 +3 +150%
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
-$69.3M -551,449 Closed
MSU
333
Mizuho Securities USA
New York
-$37.5M -300,000 Closed
SCA
334
Stuart Chaussee & Associates
California
-$19.1M -152,710 Closed
ECP
335
Empyrean Capital Partners
California
-$15M -119,100 Closed
PAS
336
Park Avenue Securities
New York
-$7.12M -57,591 Closed
ACM
337
Avalon Capital Management
California
-$7.14M -57,070 Closed
PAMP
338
Polar Asset Management Partners
Ontario, Canada
-$3.54M -28,289 Closed
CWP
339
Capital Wealth Planning
Florida
-$3.42M -27,366 Closed
HT
340
HAP Trading
New York
-$3.07M -24,412 Closed
Franklin Resources
341
Franklin Resources
California
-$2.83M -22,583 Closed
CC
342
Chanos & Company
New York
-$2.16M -17,253 Closed
SCA
343
Salient Capital Advisors
Texas
-$2.11M -16,850 Closed
VWA
344
V Wealth Advisors
Kansas
-$1.78M -14,233 Closed
TCM
345
Tuttle Capital Management
Connecticut
-$1.63M -13,012 Closed
M&T Bank
346
M&T Bank
New York
-$1.34M -10,691 Closed
HFS
347
HL Financial Services
Kentucky
-$1.32M -10,556 Closed
JT
348
Jump Trading
Illinois
-$1.19M -9,457 Closed
Two Sigma Investments
349
Two Sigma Investments
New York
-$1.18M -9,397 Closed
PWAG
350
Polaris Wealth Advisory Group
California
-$641K -5,123 Closed

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.