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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
EH
326
Equitable Holdings
New York
$701K -$312K -2,100 -30%
BIA
327
Biondo Investment Advisors
Pennsylvania
$691K +$23.8K +160 +3%
BF
328
BOK Financial
Oklahoma
$690K +$710K +4,783 New
Bessemer Group
329
Bessemer Group
New Jersey
$676K
Manulife (Manufacturers Life Insurance)
330
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$674K -$8.24M -55,483 -92%
IWM
331
IHT Wealth Management
Illinois
$666K +$390K +2,629 +133%
MOS
332
MGO One Seven
Ohio
$644K -$148K -996 -19%
PCA
333
Pallas Capital Advisors
Massachusetts
$640K -$452K -3,047 -41%
WP
334
WealthShield Partners
North Carolina
$632K +$650K +4,380 New
SCA
335
Snowden Capital Advisors
New York
$628K -$421K -2,837 -39%
WCM
336
Wealthcare Capital Management
Virginia
$623K +$62.4K +420 +11%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$622K +$640K +4,307 New
HGWM
338
Horst & Graben Wealth Management
Oregon
$617K -$259K -1,745 -29%
CFB
339
Cullen/Frost Bankers
Texas
$595K
VVP
340
Venture Visionary Partners
Ohio
$582K -$160K -1,077 -20%
SBH
341
Segall Bryant & Hamill
Illinois
$582K -$74.2K -500 -11%
TCA
342
Transcend Capital Advisors
New Jersey
$567K +$277K +1,865 +91%
KWMG
343
King Wealth Management Group
Florida
$559K +$41.6K +280 +8%
First Manhattan
344
First Manhattan
New York
$550K
FWM
345
Frontier Wealth Management
Missouri
$548K -$1.87M -12,591 -77%
Deutsche Bank
346
Deutsche Bank
Germany
$531K
IDA
347
Intelligence Driven Advisers
California
$530K -$370K -2,492 -40%
FEM
348
Fulcrum Equity Management
Texas
$526K +$541K +3,644 New
GSWM
349
Golden State Wealth Management
California
$511K +$19.6K +132 +4%
FA
350
Faithward Advisors
Pennsylvania
$504K -$209K -1,409 -29%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.