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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
CenterStar Asset Management
Illinois
$259K
WA
377
Wealthstar Advisors
Texas
$258K +$20.1K +158 +9%
NA
378
Navellier & Associates
Nevada
$253K +$242K +1,903 New
CWM
379
Cornerstone Wealth Management
Missouri
$244K +$104K +817 +81%
DADC
380
D.A. Davidson & Co
Montana
$243K -$113K -886 -33%
Tudor Investment Corp
381
Tudor Investment Corp
Connecticut
$241K +$230K +1,812 New
SFA
382
Sequoia Financial Advisors
Ohio
$240K -$5.21K -41 -2%
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K -$92.2K -726 -30%
BA
384
Belvedere Advisors
California
$227K +$34.5K +272 +15%
QFA
385
Quattro Financial Advisors
Texas
$224K +$215K +1,696 New
SW
386
SVB Wealth
Massachusetts
$220K +$211K +1,658 New
MOS
387
MGO One Seven
Ohio
$218K +$209K +1,647 New
MC
388
Moors & Cabot
Massachusetts
$213K -$37.6K -296 -16%
UBS AM
389
UBS AM
Illinois
$211K +$7.49K +59 +4%
AF
390
Affiance Financial
Minnesota
$209K +$200K +1,573 New
FAT
391
First American Trust
California
$204K +$195K +1,538 New
JG
392
Jefferies Group
New York
$199K +$25.4K +200 +15%
RP
393
Rice Partnership
Hawaii
$184K +$176K +1,382 New
RA
394
Rational Advisors
New York
$174K -$3.41M -26,889 -95%
WCG
395
Weaver Consulting Group
California
$166K -$85.9K -676 -35%
CFA
396
Carroll Financial Associates
North Carolina
$157K +$141K +1,113 +1,484%
TFS
397
TrustCore Financial Services
Tennessee
$153K +$118K +930 +415%
CFGS
398
Concourse Financial Group Securities
Alabama
$139K -$93.2K -734 -41%
JWA
399
JFS Wealth Advisors
Pennsylvania
$133K +$127K +1,000 New
GI
400
Gradient Investments
Minnesota
$123K +$107K +846 +1,058%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.