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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
W
351
WealthOne
New York
$237K -$24.1K -198 -10%
WI
352
WrapManager Inc
California
$235K -$418K -3,435 -65%
SFA
353
Sequoia Financial Advisors
Ohio
$234K +$225K +1,847 New
BA
354
Belvedere Advisors
California
$234K +$225K +1,851 New
SMFG
355
Sumitomo Mitsui Financial Group
Japan
$231K +$222K +1,827 New
BP
356
Ballentine Partners
Massachusetts
$225K +$15.7K +129 +8%
CFGS
357
Concourse Financial Group Securities
Alabama
$224K +$31.5K +259 +17%
WA
358
Wealthstar Advisors
Texas
$222K +$216K +1,777 New
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$221K +$213K +1,751 New
AW
360
ACG Wealth
Georgia
$210K -$608 -5 -0.3%
CMO
361
Covenant Multifamily Offices
Texas
$210K +$202K +1,660 New
LFG
362
LifePlan Financial Group
Ohio
$206K -$8.27K -68 -4%
CWM
363
Cornerstone Wealth Management
Missouri
$205K +$123K +1,012 New
SC
364
Stratford Consulting
Texas
$202K +$195K +1,600 New
UBS AM
365
UBS AM
Illinois
$193K -$38.5K -317 -17%
JG
366
Jefferies Group
New York
$164K -$3.1M -25,500 -95%
TFGT
367
TS Financial Group (TSFG)
Illinois
$159K +$153K +1,257 New
PCM
368
Prelude Capital Management
New York
$146K -$44.1K -363 -24%
BBHC
369
Brown Brothers Harriman & Co
New York
$131K
SHIM
370
Stone House Investment Management
Pennsylvania
$127K +$123K +1,008 New
KBFS
371
Kohmann Bosshard Financial Services
Ohio
$126K +$122K +1,000 New
GRP
372
Global Retirement Partners
California
$103K +$74.8K +615 +306%
SWP
373
Strategic Wealth Partners
Ohio
$101K -$4.67M -38,374 -98%
TAT
374
TD Ameritrade Trust
Colorado
$100K +$95.8K +788 New
SBL
375
Sargent Bickham Lagudis
Colorado
$96K -$21K -173 -19%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.