iShares 20+ Year Treasury Bond ETF
357 hedge funds and large institutions have $6.2B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 135 reducing their positions, and 72 closing their positions.
14.27% more ownership
Funds ownership: 84.33% → 98.59% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 33 → 33 (0)
2% less capital invested
Capital invested by funds: $6.3B → $6.2B (-$94.6M)
4% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 135
4% less funds holding
Funds holding: 370 → 357 (-13)
14% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 72
20% less call options, than puts
Call options by funds: $3.5B | Put options by funds: $4.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$145M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$128M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$88.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$87.1M |
| 5 |
PP
Pension Partners
New York
|
+$86.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$154M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$146M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$124M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$85.6M |
| 5 |
Goldman Sachs
New York
|
-$66.9M |
TLT Hedge Fund Activity: Q1 2018 in Review
357 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2018, worth a combined $6.2B — down 1.5% from $6.3B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of TLT and 62 opened new positions — a net loss of 10 holders — while 135 trimmed existing stakes and 129 added.
The largest buyer was Ameriprise, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $154M.
- 357 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2018, down from 370 in Q4 2017.
- Funds reported $6.2B of iShares 20+ Year Treasury Bond ETF stock for Q1 2018, down 1.5% quarter-over-quarter.
- 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2018 and 72 closed out, a net change of -10 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2018 was Ameriprise, an estimated $145M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2018 was Morgan Stanley, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2018.