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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
DE
326
Day & Ennis
Georgia
$888K -$6.86K -46 -0.8%
CHAM
327
Clear Harbor Asset Management
Connecticut
$866K -$227K -1,525 -23%
SC
328
Solstein Capital
California
$865K +$536K +3,595 +218%
OWA
329
Outlook Wealth Advisors
Texas
$863K +$780K +5,230 New
FFS
330
Founders Financial Securities
Maryland
$862K +$779K +5,226 New
CC
331
Cadinha & Co
Hawaii
$847K -$30.9M -207,640 -98%
JWCA
332
J.W. Coons Advisors
Ohio
$846K +$766K +5,140 New
CA
333
Calton & Associates
Florida
$845K +$763K +5,121 New
RJT
334
Raymond James Trust
Florida
$844K -$357K -2,392 -32%
GLA
335
Good Life Advisors
Pennsylvania
$837K +$252K +1,692 +50%
CAN
336
Claraphi Advisory Network
United States
$829K +$749K +5,027 New
SM
337
SG3 Management
Puerto Rico
$825K +$745K +5,000 New
LJAC
338
L.J. Altfest & Co
New York
$800K +$723K +4,849 New
HIM
339
Hanlon Investment Management
New Jersey
$796K +$720K +4,828 New
GG
340
Gofen & Glossberg
Illinois
$792K +$268K +1,800 +60%
RA
341
RFG Advisory
Alabama
$770K -$199K -1,332 -22%
WP
342
WealthShield Partners
North Carolina
$765K -$1.55M -10,383 -69%
EP
343
Edgestream Partners
New Jersey
$758K -$445K -2,985 -39%
SFSIG
344
San Francisco Sentry Investment Group
California
$757K +$512K +3,438 +299%
TPCW
345
TD Private Client Wealth
New York
$754K +$95.5K +641 +16%
GIP
346
Granite Investment Partners
California
$744K +$97.8K +656 +17%
Bank Julius Baer & Co
347
Bank Julius Baer & Co
Switzerland
$742K +$671K +4,501 New
RFC
348
Regions Financial Corp
Alabama
$728K -$1.01M -6,791 -61%
BI
349
Bramshill Investments
Florida
$725K +$655K +4,393 New
BAS
350
Brown Advisory Securities
Maryland
$724K -$26.8K -180 -4%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.