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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
351
Vestmark Advisory Solutions
Massachusetts
$685K -$377K -2,706 -17%
PWA
352
Physician Wealth Advisors
Utah
$673K +$125K +896 +22%
WP
353
WealthSource Partners
California
$633K -$253K -1,818 -28%
CFB
354
Cullen/Frost Bankers
Texas
$630K
EWM
355
Executive Wealth Management
Michigan
$622K +$86K +618 +16%
Principal Financial Group
356
Principal Financial Group
Iowa
$610K -$77.3K -555 -11%
BAS
357
Brown Advisory Securities
Maryland
$608K
FHA
358
Flagship Harbor Advisors
Massachusetts
$605K +$153K +1,096 +33%
AF
359
Advisornet Financial
Minnesota
$601K -$4.95M -35,598 -89%
VCP
360
Verus Capital Partners
Arizona
$596K +$613K +4,403 New
SCP
361
Silverleafe Capital Partners
Tennessee
$585K -$864K -6,205 -59%
BUB
362
BBVA USA Bancshares
Texas
$581K +$278 +2 +0%
JPLA
363
Joseph P. Lucia & Associates
New York
$569K +$86.3K +620 +17%
GIP
364
Granite Investment Partners
California
$560K
ATC
365
Argent Trust Co
Tennessee
$548K -$78.5K -564 -12%
CCM
366
Context Capital Management
California
$542K
GWM
367
Geneos Wealth Management
Colorado
$541K +$60.7K +436 +12%
SFA
368
Semmax Financial Advisors
North Carolina
$537K +$66.4K +477 +14%
TIA
369
Tiemann Investment Advisors
California
$534K +$69.6K +500 +15%
TPCW
370
TD Private Client Wealth
New York
$533K +$547K +3,931 New
AIM
371
Astor Investment Management
Illinois
$532K -$102K -734 -16%
TRCT
372
Tower Research Capital (TRC)
New York
$516K +$333K +2,393 +169%
CT
373
Caldwell Trust
Florida
$513K +$527K +3,789 New
5L
374
55I LLC
Massachusetts
$499K +$512K +3,680 New
BHWM
375
Bay Harbor Wealth Management
Maryland
$496K +$106K +761 +26%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.