We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
RFG Advisory
Alabama
$5.05M -$268K -2,940 -5%
BWM
327
Bulltick Wealth Management
Florida
$5.01M +$1.55M +17,065 +45%
TFA
328
Transamerica Financial Advisors
Florida
$5M
I2I
329
Insight 2811 Inc
Illinois
$4.97M -$151K -1,657 -3%
MWM
330
Merriman Wealth Management
Washington
$4.96M +$4.93M +54,084 New
Toronto Dominion Bank
331
Toronto Dominion Bank
Ontario, Canada
$4.93M +$108K +1,180 +2%
BFM
332
Boothbay Fund Management
New York
$4.84M -$2.55K -28 -0.1%
T
333
TNF
Montana
$4.76M -$7.2K -79 -0.2%
GF
334
Gries Financial
Ohio
$4.75M +$15.5K +170 +0.3%
MFP
335
Meridian Financial Partners
Virginia
$4.73M +$4.61M +50,609 New
EFM
336
Eley Financial Management
Vermont
$4.71M +$208K +2,278 +5%
GWSA
337
Global Wealth Strategies & Associates
Colorado
$4.67M +$832K +9,126 +22%
OAP
338
One Advisory Partners
Kansas
$4.67M +$413K +4,534 +10%
Corient Private Wealth
339
Corient Private Wealth
Florida
$4.65M +$387K +4,252 +9%
BCP
340
Berkeley Capital Partners
Georgia
$4.65M -$13.3K -146 -0.3%
MTIM
341
Marathon Trading Investment Management
Pennsylvania
$4.62M +$4.33M +47,555 +1,729%
WA
342
Waverly Advisors
Alabama
$4.6M +$3.95M +43,332 +641%
SS
343
Sunbelt Securities
Texas
$4.58M +$426K +4,673 +10%
RCS
344
Retirement Capital Strategies
California
$4.54M +$4.51M +49,504 New
CI
345
Cavalier Investments
Georgia
$4.53M +$911K +10,000 +25%
CG
346
Cynosure Group
Utah
$4.52M +$4.49M +49,268 New
IAN
347
Integrated Advisors Network
Texas
$4.51M +$532K +5,840 +13%
VFPW
348
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.42M +$688K +7,546 +19%
TWM
349
TSA Wealth Management
Texas
$4.38M -$414K -4,544 -9%
SWA
350
Stratos Wealth Advisors
Ohio
$4.36M -$876K -9,614 -17%