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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
326
Franklin Resources
California
$4.83M +$118K +1,243 +2%
AP
327
Aspect Partners
Virginia
$4.82M +$555K +5,871 +13%
BCP
328
Berkeley Capital Partners
Georgia
$4.81M +$618K +6,529 +15%
PCA
329
Pallas Capital Advisors
Massachusetts
$4.8M +$501K +5,302 +12%
WA
330
Wealth Alliance
New York
$4.78M +$18.6K +197 +0.4%
TSS
331
Two Sigma Securities
New York
$4.76M -$988K -10,445 -17%
SWM
332
Spire Wealth Management
Virginia
$4.74M -$71.3K -754 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
333
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.73M -$185M -1,953,600 -98%
DZ Bank
334
DZ Bank
Germany
$4.73M
AIP
335
Almanack Investment Partners
Pennsylvania
$4.69M +$4.69M +49,574 New
EFM
336
Eley Financial Management
Vermont
$4.64M -$15.4K -163 -0.3%
GAA
337
Global Assets Advisory
Florida
$4.63M +$40.5M +428,507 New
T
338
TNF
Montana
$4.61M -$348K -3,684 -7%
SCI
339
Stableford Capital II
Arizona
$4.57M +$2.74K +29 +0.1%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$4.55M +$812K +8,589 +22%
KP
341
Keel Point
Alabama
$4.48M +$48.4K +512 +1%
Principal Financial Group
342
Principal Financial Group
Iowa
$4.47M +$670K +7,084 +18%
SG
343
Sourcerock Group
Colorado
$4.45M +$887K +9,379 +25%
PFA
344
Pettinga Financial Advisors
Indiana
$4.42M +$249K +2,635 +6%
AWA
345
Adapt Wealth Advisors
Georgia
$4.42M +$4.41M +46,670 New
Corient Private Wealth
346
Corient Private Wealth
Florida
$4.39M -$1.45M -15,335 -25%
OAP
347
One Advisory Partners
Kansas
$4.39M -$227K -2,405 -5%
HWA
348
HCR Wealth Advisors
California
$4.37M -$57.9K -612 -1%
ASGS
349
Alpha Square Group S
New York
$4.35M
CGA
350
Crescent Grove Advisors
Illinois
$4.32M -$275K -2,909 -6%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.