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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
MS
351
Maven Securities
Jersey
$504K
BP
352
Ballentine Partners
Massachusetts
$497K
OIA
353
OneDigital Investment Advisors
Kansas
$493K -$257K -1,734 -34%
HB
354
Homrich & Berg
Georgia
$483K -$60.7K -409 -11%
TPCW
355
TD Private Client Wealth
New York
$481K -$186K -1,253 -27%
LOPW
356
Live Oak Private Wealth
North Carolina
$476K
T
357
TNF
Montana
$474K +$463K +3,116 New
CWS
358
Cypress Wealth Services
California
$472K -$3.27K -22 -0.7%
MSFS
359
Main Street Financial Solutions
Pennsylvania
$467K +$261K +1,758 +119%
SWMG
360
Signature Wealth Management Group
Georgia
$455K +$8.91K +60 +2%
Tudor Investment Corp
361
Tudor Investment Corp
Connecticut
$455K +$468K +3,154 New
DWM
362
Dakota Wealth Management
Florida
$453K +$466K +3,140 New
SS
363
Simplicity Solutions
Minnesota
$452K -$4.16K -28 -0.9%
JWCA
364
J.W. Coons Advisors
Ohio
$440K -$238K -1,600 -34%
Wealthfront Advisers
365
Wealthfront Advisers
California
$438K +$451K +3,034 New
FIA
366
Foundations Investment Advisors
Arizona
$434K -$1.98M -13,344 -82%
RC
367
RegentAtlantic Capital
New Jersey
$433K -$72.5K -488 -14%
CS
368
Credit Suisse
Switzerland
$432K -$24.9K -168 -5%
WIA
369
World Investment Advisors
California
$431K +$443K +2,985 New
SWP
370
Summit Wealth Partners
Florida
$431K
HAS
371
HBW Advisory Services
California
$422K +$435K +2,927 New
TI
372
Trexquant Investment
Connecticut
$419K -$21.2K -143 -5%
SL
373
SWMG LLC
Texas
$418K +$430K +2,896 New
AWM
374
Avior Wealth Management
Nebraska
$411K -$44.5K -300 -10%
IFWM
375
Institute for Wealth Management
Colorado
$410K -$37.7K -254 -8%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.