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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
351
Cresset Asset Management
Illinois
$387K
TRCT
352
Tower Research Capital (TRC)
New York
$383K +$367K +2,887 New
RGC
353
Roberts, Glore & Co
Illinois
$382K +$365K +2,877 New
KBFS
354
Kohmann Bosshard Financial Services
Ohio
$359K +$216K +1,700 +170%
LFG
355
LifePlan Financial Group
Ohio
$351K +$129K +1,018 +63%
SC
356
Solstein Capital
California
$343K -$654K -5,150 -67%
LC
357
Lindbrook Capital
California
$335K +$245K +1,928 +321%
ANB
358
Amarillo National Bank
Texas
$326K
SI
359
Sprott Inc
Ontario, Canada
$322K -$4.57K -36 -1%
PCM
360
Penn Capital Management
Pennsylvania
$317K -$66K -520 -18%
CFB
361
Cullen/Frost Bankers
Texas
$316K -$381 -3 -0.1%
KWMG
362
King Wealth Management Group
Florida
$314K +$1.02K +8 +0.3%
GVAG
363
Great Valley Advisor Group
Delaware
$311K -$127K -998 -30%
IFAM
364
Institutional & Family Asset Management
Colorado
$306K -$4.74M -37,344 -94%
ACA
365
Anchor Capital Advisors
Massachusetts
$305K +$292K +2,300 New
1IA
366
1834 Investment Advisors
Wisconsin
$304K
W
367
WealthOne
New York
$300K +$48.9K +385 +21%
MAM
368
Meeder Asset Management
Ohio
$293K +$280K +2,204 New
CIR
369
Clear Investment Research
Georgia
$284K -$14.6K -115 -5%
CIAS
370
Capital Investment Advisory Services
North Carolina
$275K -$281K -2,214 -52%
CG
371
Colony Group
Massachusetts
$272K -$8.89K -70 -3%
Man Group
372
Man Group
United Kingdom
$266K -$165K -1,300 -39%
DA
373
DSC Advisors
Illinois
$266K +$254K +2,000 New
AP
374
Advisors Preferred
Maryland
$265K -$1.09M -8,604 -81%
Jane Street
375
Jane Street
New York
$261K -$47.9M -377,315 -99%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.