We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Sequoia Wealth Management
Illinois
$532K
CCM
327
Context Capital Management
California
$531K -$508K -4,000 -50%
WP
328
WealthSource Partners
California
$529K -$79.1K -623 -14%
PWM
329
Perigon Wealth Management
California
$525K -$415K -3,270 -45%
FCA
330
FinTrust Capital Advisors
South Carolina
$515K -$15K -118 -3%
BEI
331
Benjamin Edwards Inc
Missouri
$513K +$491K +3,863 New
MPPLM
332
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$497K +$475K +3,742 New
VAM
333
Verity Asset Management
North Carolina
$489K +$132K +1,037 +39%
IHL
334
Investment House LLC
California
$485K -$763K -6,005 -62%
HFM
335
Harvest Fund Management
China
$482K
FNBOO
336
First National Bank of Omaha
Nebraska
$472K +$452K +3,556 New
TIA
337
Tiemann Investment Advisors
California
$458K
GCA
338
Genesee Capital Advisors
New York
$446K -$452K -3,560 -51%
EWM
339
Executive Wealth Management
Michigan
$439K +$76.8K +605 +22%
ACM
340
AlphaStar Capital Management
North Carolina
$432K -$1.4K -11 -0.3%
VCWA
341
Vanguard Capital Wealth Advisors
Colorado
$426K +$408K +3,211 New
RAM
342
Riggs Asset Management
Pennsylvania
$424K -$31.4K -247 -7%
JIP
343
Jaffetilchin Investment Partners
Florida
$421K +$402K +3,169 New
FHA
344
Flagship Harbor Advisors
Massachusetts
$420K -$162K -1,272 -29%
AWM
345
Avior Wealth Management
Nebraska
$419K -$60.7K -478 -13%
SAS
346
Sage Advisory Services
Texas
$415K -$7.49K -59 -2%
HP
347
Hartree Partners
New York
$405K +$387K +3,051 New
VCM
348
Virtue Capital Management
Tennessee
$404K -$265K -2,088 -41%
JPLA
349
Joseph P. Lucia & Associates
New York
$402K -$41.5M -326,446 -99%
GWM
350
Geneos Wealth Management
Colorado
$397K +$42K +331 +12%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.