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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$5K
MSA
377
Marino Stram & Associates
Massachusetts
$5K
RBA
378
Richard Bernstein Advisors
New York
$5K +$4.4K +38 New
AIA
379
Alera Investment Advisors
Illinois
$4K +$4.28K +37 New
PAMU
380
Pictet Asset Management (UK)
United Kingdom
$3.52K -$4.88M -42,145 -59%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.66K +23 New
AIC
382
Archer Investment Corporation
Indiana
$3K +$3.01K +26 New
PC
383
Premise Capital
Illinois
$3K +$3.13K +27 New
FANJ
384
Financial Architects (New Jersey)
New Jersey
$2K -$2.31K -20 -50%
EWM
385
Edge Wealth Management
New York
$2K
CA
386
Claro Advisors
Massachusetts
$2K +$1.74K +15 New
ED
387
Exane Derivatives
France
$1.09K
RFA
388
Reilly Financial Advisors
California
$1K
BWM
389
BerganKDV Wealth Management
Minnesota
$1K +$694 +6 New
CF
390
Centaurus Financial
California
$22 +$307K +2,655 +10,620%
AGM
391
Alpine Global Management
New York
-$98.7M -841,514 Closed
CWM
392
Cornerstone Wealth Management
Missouri
-$4.93M -610,913 Closed
NFA
393
Nationwide Fund Advisors
Ohio
-$60.4M -515,414 Closed
Susquehanna International Group
394
Susquehanna International Group
Pennsylvania
-$47.7M -411,746 Closed
DPRC
395
Deer Park Road Corp
Colorado
-$40.5M -350,000 Closed
Nomura Holdings
396
Nomura Holdings
Japan
-$39.6M -342,041 -100%
ECM
397
Evergreen Capital Management
Washington
-$34.4M -293,165 Closed
Bank of Nova Scotia
398
Bank of Nova Scotia
Ontario, Canada
-$23.5M -200,000 Closed
CG
399
Cutler Group
California
-$17.9M -154,931 Closed
ICA
400
Infrastructure Capital Advisors
New York
-$13.9M -120,003 Closed

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.