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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
351
Ballew Advisors
Mississippi
$721K -$140K -938 -18%
SI
352
Stephens Inc
Arkansas
$719K -$591K -3,965 -48%
BHWM
353
Bay Harbor Wealth Management
Maryland
$709K +$95.4K +640 +17%
CWG
354
Cornerstone Wealth Group
North Carolina
$709K +$641K +4,298 New
TPWA
355
TRUE Private Wealth Advisors
Oregon
$691K +$625K +4,192 New
PA
356
PFG Advisors
Arizona
$687K +$606K +4,064 New
FA
357
FDx Advisors
Illinois
$684K -$4.88M -32,760 -89%
SIA
358
Soltis Investment Advisors
Utah
$660K -$184K -1,234 -24%
TIA
359
Tiemann Investment Advisors
California
$651K
Principal Financial Group
360
Principal Financial Group
Iowa
$627K -$104K -701 -16%
FAIM
361
Financial Advocates Investment Management
Washington
$626K -$148K -996 -8%
CW
362
CreativeOne Wealth
Kansas
$606K -$210K -1,411 -28%
PG
363
Patten Group
Tennessee
$582K +$253K +1,700 +93%
SB
364
Simmons Bank
Arkansas
$580K +$524K +3,518 New
ATPW
365
Ashton Thomas Private Wealth
Arizona
$578K +$522K +3,504 New
Comerica Bank
366
Comerica Bank
Texas
$554K -$492K -3,300 -50%
BUB
367
BBVA USA Bancshares
Texas
$544K -$147K -987 -23%
KWMG
368
King Wealth Management Group
Florida
$543K +$44.3K +297 +10%
PWS
369
Paragon Wealth Strategies
Florida
$536K +$484K +3,250 New
PMAM
370
Picton Mahoney Asset Management
Ontario, Canada
$520K -$373K -2,500 -44%
NL
371
NVWM LLC
Pennsylvania
$516K +$436K +2,924 +1,426%
ATC
372
Argent Trust Co
Tennessee
$514K -$138K -929 -23%
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$509K +$17K +114 +4%
WC
374
Waterloo Capital
Texas
$508K +$459K +3,078 New
CAG
375
Csenge Advisory Group
Florida
$498K -$52.8K -354 -11%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.