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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
351
Tiemann Investment Advisors
California
$798K +$152K +925 +23%
COF
352
Capital One Financial
Virginia
$794K -$551K -3,345 -41%
FEG
353
Financial Enhancement Group
Indiana
$793K +$797K +4,839 New
APA
354
American Portfolios Advisors
New York
$790K -$392K -2,380 -33%
CCM
355
Crabel Capital Management
California
$788K +$791K +4,805 New
GG
356
Gofen & Glossberg
Illinois
$781K -$5.76K -35 -0.7%
WP
357
WealthSource Partners
California
$776K +$483K +2,931 +163%
SBH
358
Segall Bryant & Hamill
Illinois
$775K -$129K -784 -14%
SCM
359
SCS Capital Management
Massachusetts
$750K -$172K -1,043 -19%
Bank Julius Baer & Co
360
Bank Julius Baer & Co
Switzerland
$738K -$165 -1 -0%
Fiera Capital (Canada)
361
Fiera Capital (Canada)
Quebec, Canada
$726K +$729K +4,430 New
JWCA
362
J.W. Coons Advisors
Ohio
$714K -$128K -777 -15%
Nomura Asset Management
363
Nomura Asset Management
Japan
$694K -$547K -3,320 -44%
SAM
364
Strategy Asset Managers
California
$686K -$954K -5,794 -58%
BAS
365
Brown Advisory Securities
Maryland
$669K -$49.4K -300 -7%
Comerica Bank
366
Comerica Bank
Texas
$666K +$119K +725 +22%
DE
367
Day & Ennis
Georgia
$652K -$231K -1,406 -26%
BWA
368
BDO Wealth Advisors
Florida
$628K -$1.14M -6,940 -64%
SFA
369
Semmax Financial Advisors
North Carolina
$627K -$366K -2,222 -37%
PG
370
Patten Group
Tennessee
$625K +$47.4K +288 +8%
FFS
371
Founders Financial Securities
Maryland
$620K -$238K -1,445 -28%
IAIM
372
International Assets Investment Management
Florida
$620K +$328K +1,995 +112%
SXL
373
Summit X LLC
Missouri
$617K -$646K -3,923 -51%
CT
374
Caldwell Trust
Florida
$616K +$124K +751 +25%
GM
375
GeoWealth Management
Illinois
$612K +$614K +3,732 New

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.