We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
$185K -$5.44K -47 -3%
CFGS
327
Concourse Financial Group Securities
Alabama
$184K +$148K +1,276 +527%
BI
328
Bramshill Investments
Florida
$174K +$132K +1,140 +385%
AF
329
Advisornet Financial
Minnesota
$144K +$810 +7 +0.6%
WA
330
WealthTrust-Arizona
Arizona
$133K -$19.7K -170 -13%
AP
331
Advisors Preferred
Maryland
$133K +$126K +1,091 New
RA
332
Rational Advisors
New York
$129K +$123K +1,061 New
BBHC
333
Brown Brothers Harriman & Co
New York
$126K
SC
334
Solstein Capital
California
$122K -$159K -1,370 -58%
SBL
335
Sargent Bickham Lagudis
Colorado
$113K +$61.3K +530 +131%
SGS
336
Sterling Global Strategies
California
$92.1K +$87.7K +758 New
WP
337
WealthShield Partners
North Carolina
$61K
PG
338
Patten Group
Tennessee
$49K +$6.37K +55 +16%
CTC
339
Central Trust Company
Missouri
$42K -$11.6K -100 -22%
CFD
340
Creative Financial Designs
Indiana
$39K
RPG
341
Risk Paradigm Group
Texas
$38.8K -$1.34M -11,550 -97%
CHP
342
Cable Hill Partners
Oregon
$37K
LDFR
343
Lehman & Derafelo Financial Resources
Pennsylvania
$37K +$35K +302 New
LWM
344
Lenox Wealth Management
Ohio
$36K -$1.19M -10,303 -97%
AF
345
Allworth Financial
California
$34K
MOS
346
MGO One Seven
Ohio
$33K +$31.7K +274 New
AC
347
Avestar Capital
New York
$32K
WEC
348
Winslow Evans & Crocker
Massachusetts
$28K +$25.2K +218 New
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$25K -$2.89K -25 -11%
LFASL
350
Lugano Financial Advisors SA (LFA)
Switzerland
$25K

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.