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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
326
Lincoln National Corp
Pennsylvania
$1.25M +$11.9K +86 +0.9%
WS
327
Wedbush Securities
California
$1.24M -$416K -3,018 -24%
SOS
328
Silver Oak Securities
Tennessee
$1.21M +$1.33M +9,665 New
UCFA
329
United Capital Financial Advisors
Texas
$1.17M -$178K -1,288 -13%
GAG
330
GM Advisory Group
New York
$1.13M -$21M -152,096 -95%
TFF
331
The Family Firm
Maryland
$1.11M +$42.5K +308 +4%
WA
332
WESPAC Advisors
California
$1.1M -$115K -833 -9%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$1.1M +$475K +3,447 +71%
HNB
334
Huntington National Bank
Ohio
$1.09M
VCP
335
Verus Capital Partners
Arizona
$1.09M +$1.31M +9,475 New
GI
336
Glovista Investments
New Jersey
$1.08M -$1.19M -8,621 -51%
WA
337
WBH Advisory
Maryland
$1.08M -$76.8K -557 -6%
Financial Engines Advisors
338
Financial Engines Advisors
California
$1.07M +$248K +1,799 +29%
RSWM
339
Robertson Stephens Wealth Management
California
$1.05M -$4.38M -31,747 -80%
TI
340
Tidal Investments
Wisconsin
$1.05M -$6.67M -48,356 -86%
WDC
341
Woodward Diversified Capital
California
$1.05M +$1.09M +7,937 New
ED
342
Exane Derivatives
France
$1.04M -$542K -3,926 -33%
CPW
343
Catalyst Private Wealth
California
$1.04M +$883K +6,399 +435%
OWA
344
One Wealth Advisors
California
$1.02M -$161K -1,167 -13%
Vontobel Holding
345
Vontobel Holding
Switzerland
$1.01M -$669K -4,851 -39%
AWA
346
Arkadios Wealth Advisors
Georgia
$1.01M -$286K -2,071 -21%
FEG
347
Fund Evaluation Group
Ohio
$984K -$503K -3,646 -33%
TIA
348
Tiemann Investment Advisors
California
$984K -$34.6K -251 -3%
BF
349
BOK Financial
Oklahoma
$984K +$233K +1,686 +29%
AF
350
Affiance Financial
Minnesota
$983K -$540K -3,917 -34%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.