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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
SignalPoint Asset Management
Missouri
$2.15M +$1.15K +11 +0.1%
TA
352
TrueWealth Advisors
Alabama
$2.14M -$2.01M -19,189 -49%
SWA
353
Stratos Wealth Advisors
Ohio
$2.13M +$386K +3,691 +23%
RJT
354
Raymond James Trust
Florida
$2.12M +$555K +5,307 +36%
BA
355
Ballew Advisors
Mississippi
$2.12M -$33.4K -319 -2%
OCPWS
356
One Charles Private Wealth Services
Massachusetts
$2.07M +$318K +3,037 +18%
MCC
357
Money Concepts Capital
Florida
$2.04M +$33.3M +318,269 +3,287%
AWS
358
AJ Wealth Strategies
New York
$2.03M +$2M +19,131 New
KFS
359
Kelly Financial Services
Massachusetts
$2.03M +$94.1K +899 +5%
IAN
360
Integrated Advisors Network
Texas
$2.01M +$297K +2,842 +18%
RVM
361
Robinson Value Management
Texas
$2.01M
BFIC
362
Bedell Frazier Investment Counselling
California
$1.99M -$231K -2,204 -11%
IFA
363
Interactive Financial Advisors
Illinois
$1.98M -$266K -2,547 -12%
CGPCS
364
Capital Group Private Client Services
California
$1.92M +$363K +3,468 +24%
WIM
365
WealthPlan Investment Management
Nebraska
$1.92M -$11.3K -108 -0.6%
TA
366
Tectonic Advisors
Texas
$1.91M +$52.4K +501 +3%
SG Americas Securities
367
SG Americas Securities
New York
$1.9M -$199K -1,906 -10%
PAG
368
Private Advisory Group
Washington
$1.9M +$1.87M +17,842 New
MWM
369
Meridian Wealth Management
Kentucky
$1.89M +$285K +2,723 +18%
LFAS
370
Level Four Advisory Services
Texas
$1.88M +$1.85M +17,681 New
WCM
371
Windham Capital Management
Massachusetts
$1.88M -$41.7K -399 -2%
FIA
372
Foundations Investment Advisors
Arizona
$1.87M -$71.1K -680 -4%
LPT
373
Legacy Private Trust
Wisconsin
$1.82M -$403K -3,848 -18%
Wealthfront Advisers
374
Wealthfront Advisers
California
$1.76M -$521K -4,984 -23%
Lazard Asset Management
375
Lazard Asset Management
New York
$1.75M

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.