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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
326
HSBC Holdings
United Kingdom
$857K -$104M -750,547 -99%
BP
327
Ballentine Partners
Massachusetts
$849K
SAM
328
Strategy Asset Managers
California
$842K +$865K +6,217 New
JSL
329
JT Stratford LLC
Georgia
$835K -$447K -3,208 -34%
B
330
Bailard
California
$832K -$57.5M -412,913 -99%
IWC
331
Integrated Wealth Concepts
Massachusetts
$828K -$22.2M -159,434 -96%
RA
332
RFG Advisory
Alabama
$812K +$32.7K +235 +4%
LFAS
333
Level Four Advisory Services
Texas
$799K +$21.4K +154 +3%
PG
334
Prostatis Group
Maryland
$792K +$814K +5,845 New
Axa
335
Axa
France
$781K +$802K +5,762 New
PMAM
336
Picton Mahoney Asset Management
Ontario, Canada
$765K -$1.18M -8,450 -60%
WCM
337
Wealthcare Capital Management
Virginia
$765K -$47.2K -339 -6%
NL
338
NWAM LLC
Washington
$760K -$11.8K -85 -1%
SBH
339
Segall Bryant & Hamill
Illinois
$750K
CC
340
Copperleaf Capital
North Carolina
$747K +$768K +5,517 New
Allianz Asset Management
341
Allianz Asset Management
Germany
$744K +$445K +3,196 +139%
SBSB
342
Sullivan, Bruyette, Speros & Blaney
Virginia
$737K +$197K +1,416 +35%
DE
343
Day & Ennis
Georgia
$736K +$254K +1,828 +51%
BA
344
Ballew Advisors
Mississippi
$728K -$84.5K -607 -10%
NL
345
NKCFO LLC
Illinois
$718K +$515K +3,700 +231%
SIA
346
Soltis Investment Advisors
Utah
$709K +$729K +5,235 New
AI
347
AdvisorShares Investments
Maryland
$706K +$725K +5,209 New
DBRC
348
D.B. Root & Company
Pennsylvania
$704K +$520K +3,737 +255%
VCWA
349
Vanguard Capital Wealth Advisors
Colorado
$702K +$307K +2,206 +74%
CW
350
CreativeOne Wealth
Kansas
$689K -$291K -2,091 -29%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.