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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
376
Realta Investment Advisors
Delaware
$79K +$75.3K +619 New
LC
377
Lindbrook Capital
California
$75K +$73K +600 New
AIM
378
Astor Investment Management
Illinois
$68K +$65.7K +540 New
HGWM
379
Harvest Group Wealth Management
Massachusetts
$58K +$55.9K +460 New
CTC
380
Central Trust Company
Missouri
$44K
AF
381
Allworth Financial
California
$43K +$7.17K +59 +21%
CHP
382
Cable Hill Partners
Oregon
$38K
LDFR
383
Lehman & Derafelo Financial Resources
Pennsylvania
$38K
AC
384
Avestar Capital
New York
$33K
TWA
385
TCI Wealth Advisors
Arizona
$30K +$28.5K +234 New
LWM
386
Lenox Wealth Management
Ohio
$29K -$7.91K -65 -22%
TFS
387
TrustCore Financial Services
Tennessee
$28K +$27.2K +224 New
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$23.1K +190 +826%
CAPTRUST Financial Advisors
389
CAPTRUST Financial Advisors
North Carolina
$26K
ESB
390
Essex Savings Bank
Connecticut
$26K
NL
391
NVWM LLC
Pennsylvania
$26K
BCA
392
Bray Capital Advisors
Florida
$24K
S
393
SignatureFD
Georgia
$24K +$23.2K +191 New
FANJ
394
Financial Architects (New Jersey)
New Jersey
$23K +$19.5K +160 +800%
WEC
395
Winslow Evans & Crocker
Massachusetts
$22K -$6.81K -56 -26%
CFD
396
Creative Financial Designs
Indiana
$19K -$21.6K -178 -55%
MA
397
MUFG Americas
New York
$19K
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$19K
SAM
399
Shamrock Asset Management
Texas
$15K
GTAM
400
Global Trust Asset Management
Florida
$15K +$243 +2 +2%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.