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iShares 20+ Year Treasury Bond ETF
TLT

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84 → 100 (+16)

4% more funds holding

Funds holding: 775 → 806 (+31)

0.48% more ownership

Funds ownership: 73.92% → 74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$980M
2
Jane Street
Jane Street
New York
+$441M
3
JP Morgan Chase
JP Morgan Chase
New York
+$380M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$323M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

Rank Fund Capital Flow
1
MCM
Moore Capital Management
New York
-$381M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$290M
3
EWA
EP Wealth Advisors
California
-$173M
4
Two Sigma Investments
Two Sigma Investments
New York
-$144M
5
Morgan Stanley
Morgan Stanley
New York
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
326
Forte Asset Management
New York
$2.59M -$628K -6,004 -20%
ACM
327
Alethea Capital Management
Washington
$2.57M -$52.3K -500 -2%
GWA
328
GGM Wealth Advisors
Maryland
$2.56M +$1.31M +12,560 +109%
HPM
329
Hoxton Planning & Management
West Virginia
$2.54M +$1.52M +14,573 +157%
CWA
330
Clarus Wealth Advisors
Arizona
$2.51M +$1.42M +13,611 +142%
VAM
331
Verity Asset Management
North Carolina
$2.51M +$2.46M +23,552 New
VFM
332
Valley Financial Management
New York
$2.5M +$2.46M +23,518 New
GWM
333
Geneos Wealth Management
Colorado
$2.49M +$2.22M +21,196 +963%
AA
334
Alesco Advisors
New York
$2.48M +$1.54M +14,760 +172%
Two Sigma Investments
335
Two Sigma Investments
New York
$2.47M -$144M -1,376,760 -98%
ACM
336
Ategra Capital Management
Virginia
$2.47M +$1.55M +14,778 +175%
Cohen & Steers
337
Cohen & Steers
New York
$2.45M +$1.15M +10,991 +91%
FAM
338
Frontier Asset Management
Wyoming
$2.45M -$1.89M -18,017 -44%
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$2.42M -$1.13M -10,824 -32%
AFG
340
ABLE Financial Group
Arizona
$2.35M +$2.31M +22,094 New
HNB
341
Huntington National Bank
Ohio
$2.35M – – –
PP
342
Pacifica Partners
Canada
$2.34M -$91.4K -874 -4%
PCS
343
Personal CFO Solutions
New Jersey
$2.29M +$24.2K +231 +1%
ACM
344
Ascendant Capital Management
California
$2.29M +$2.25M +21,500 New
BA
345
Ballast Advisors
Minnesota
$2.27M +$142K +1,357 +7%
BIP
346
Blue Investment Partners
California
$2.26M +$2.23M +21,274 New
KCM
347
KM Capital Management
Texas
$2.24M +$1.63M +15,581 +286%
MFG
348
Midwest Financial Group
Kansas
$2.2M +$2.16M +20,678 New
ATPW
349
Ashton Thomas Private Wealth
Arizona
$2.19M +$1.53M +14,631 +246%
AIM
350
Astor Investment Management
Illinois
$2.17M +$2.13M +20,368 New
12 13
14
15 16

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.