iShares 20+ Year Treasury Bond ETF
515 hedge funds and large institutions have $12.6B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 173 reducing their positions, and 63 closing their positions.
81% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 63
21% more capital invested
Capital invested by funds: $10.4B → $12.6B (+$2.16B)
15% more funds holding in top 10
Funds holding in top 10: 67 → 77 (+10)
10% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 173
10% more funds holding
Funds holding: 468 → 515 (+47)
0.9% less ownership
Funds ownership: 68.94% → 68.04% (-0.9%)
41% less call options, than puts
Call options by funds: $3.46B | Put options by funds: $5.83B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$909M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$495M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$262M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$239M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$540M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$179M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$179M |
| 4 |
Goldman Sachs
New York
|
-$147M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$137M |
TLT Hedge Fund Activity: Q3 2019 in Review
515 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2019, worth a combined $12.6B — up 21% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new TLT positions and 63 closed out — a net gain of 51 holders — while 191 added to existing stakes and 173 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $909M. The largest seller was Morgan Stanley, cutting an estimated $540M.
- 515 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2019, up from 468 in Q2 2019.
- Funds reported $12.6B of iShares 20+ Year Treasury Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
- 114 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2019 and 63 closed out, a net change of +51 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $909M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2019 was Morgan Stanley, an estimated $540M sold.
Based on aggregated 13F filings for Q3 2019.