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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
351
Cypress Capital Management (Wyoming)
Wyoming
$4.31M -$138K -1,463 -3%
SS
352
Sunbelt Securities
Texas
$4.27M +$1.63M +17,197 +61%
IGAM
353
iA Global Asset Management
Quebec, Canada
$4.23M -$1.61K -17 -0%
NP
354
NorthRock Partners
Minnesota
$4.22M -$1.13M -11,910 -21%
BBA
355
Braun-Bostich & Associates
Pennsylvania
$4.17M +$4.17M +44,064 New
IAN
356
Integrated Advisors Network
Texas
$4.1M +$416K +4,401 +11%
CCWM
357
Correct Capital Wealth Management
Missouri
$4.08M +$1.79M +18,933 +78%
BWM
358
Brown Wealth Management
Illinois
$4.08M +$1.94M +20,500 +90%
RG
359
Retirement Group
California
$4.04M -$813K -8,593 -17%
BWA
360
Beam Wealth Advisors
Louisiana
$4.01M +$2.23M +23,544 +125%
VCP
361
Verus Capital Partners
Arizona
$4.01M +$209K +2,205 +5%
BFWM
362
Bright Futures Wealth Management
New York
$3.99M +$4.04M +42,693 New
WGC
363
Watts Gwilliam & Co
Arizona
$3.98M +$4.14M +43,773 New
Vontobel Holding
364
Vontobel Holding
Switzerland
$3.97M +$569K +6,011 +17%
GWSA
365
Global Wealth Strategies & Associates
Colorado
$3.96M +$3.95M +41,806 New
PFG
366
PAX Financial Group
Texas
$3.95M -$777K -8,211 -16%
GKWIM
367
Gerber Kawasaki Wealth & Investment Management
California
$3.94M +$1.93M +20,439 +96%
QPWM
368
Quadrant Private Wealth Management
Pennsylvania
$3.91M +$200K +2,114 +5%
TCA
369
Transcend Capital Advisors
New Jersey
$3.91M -$300K -3,171 -7%
LPAM
370
Lodestar Private Asset Management
California
$3.88M +$880K +9,302 +29%
FIM
371
FWL Investment Management
Texas
$3.88M +$284K +2,999 +8%
SR
372
Syntax Research
Florida
$3.87M -$53K -560 -1%
FA
373
Fortis Advisors
Pennsylvania
$3.87M +$4.16K +44 +0.1%
CCM
374
Cinctive Capital Management
New York
$3.87M +$3.87M +40,880 New
Wealthfront Advisers
375
Wealthfront Advisers
California
$3.84M +$654K +6,911 +21%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.