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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Canal Capital Management
Virginia
$982K +$239K +1,734 +30%
VWA
352
V Wealth Advisors
Kansas
$967K -$4.83K -35 -0.5%
OIA
353
Optimum Investment Advisors
Illinois
$967K
TI
354
tru Independence
Oregon
$958K +$39.2K +284 +4%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$937K +$965K +6,998 +7,366%
Franklin Resources
356
Franklin Resources
California
$929K +$21.2K +154 +2%
RW
357
Rede Wealth
Virginia
$914K +$33.2K +241 +4%
SFO
358
Stokes Family Office
Louisiana
$910K -$1.81M -13,136 -66%
HW
359
Hancock Whitney
Mississippi
$897K -$4.39M -31,826 -82%
RBA
360
Richard Bernstein Advisors
New York
$889K +$48.6K +352 +6%
BIA
361
Biondo Investment Advisors
Pennsylvania
$875K +$141K +1,019 +18%
KWA
362
KCS Wealth Advisory
California
$859K +$226K +1,635 +34%
CA
363
Cambridge Advisors
Nebraska
$857K +$43.9K +318 +5%
RC
364
RegentAtlantic Capital
New Jersey
$842K +$176K +1,279 +25%
CW
365
CreativeOne Wealth
Kansas
$823K +$3.59K +26 +0.4%
PA
366
Parallel Advisors
California
$820K -$26.3K -191 -3%
RPCA
367
Running Point Capital Advisors
California
$809K +$96.6K +700 +13%
EH
368
Equitable Holdings
New York
$801K +$226K +1,637 +37%
ATC
369
Argent Trust Co
Tennessee
$787K -$1.28M -9,249 -61%
Lido Advisors
370
Lido Advisors
California
$777K +$354K +2,568 +77%
FS
371
Ferguson Shapiro
Georgia
$775K -$15.9M -115,031 -95%
RFC
372
Regions Financial Corp
Alabama
$769K -$71.3K -517 -8%
MCC
373
Money Concepts Capital
Florida
$747K +$584K +4,232 +297%
ICM
374
Islay Capital Management
Texas
$726K -$885K -6,414 -54%
FPS
375
Fieldpoint Private Securities
Connecticut
$699K -$99.3K -720 -12%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.