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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
326
Advocacy Wealth Management Services
Georgia
$14K
SCM
327
Silvant Capital Management
Georgia
$14K
TA
328
Townsend & Associates
Colorado
$14K
RCAG
329
Rehmann Capital Advisory Group
Michigan
$12.8K +$957 +8 +8%
GI
330
Gradient Investments
Minnesota
$12K -$8.61K -72 -43%
CAL
331
Capital Advisors Ltd
Ohio
$10K
SWM
332
SeaCrest Wealth Management
New York
$10K
YWP
333
YorkBridge Wealth Partners
New York
$10K
MPPLM
334
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10K +$2.99K +25 +44%
SBL
335
Sargent Bickham Lagudis
Colorado
$9K +$120 +1 +1%
ML
336
McAdam LLC
Pennsylvania
$8K -$2.39K -20 -23%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$8K
WF
338
WealthTrust Fairport
Ohio
$8K +$7.89K +66 New
LYV
339
Live Your Vision
Pennsylvania
$7K +$6.7K +56 New
PCA
340
Providence Capital Advisors
North Carolina
$6K +$5.98K +50 New
NA
341
NewEdge Advisors
Louisiana
$5.62K +$5.18M +43,296 +1,452%
SIS
342
Sound Income Strategies
Florida
$5K -$123K -1,030 -96%
CFA
343
Carroll Financial Associates
North Carolina
$5K
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$5K
FANJ
345
Financial Architects (New Jersey)
New Jersey
$5K
MSA
346
Marino Stram & Associates
Massachusetts
$5K +$120 +1 +3%
CAC
347
Certified Advisory Corp
Florida
$4K +$4.31K +36 New
DWM
348
Destination Wealth Management
California
$3K -$2.87K -24 -52%
CWA
349
Clarus Wealth Advisors
Arizona
$2K +$1.79K +15 New
BFC
350
Bedel Financial Consulting
Indiana
$2K +$1.91K +16 New

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.