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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
KA
376
Kovack Advisors
Florida
$493K -$365K -2,624 -42%
Nomura Asset Management
377
Nomura Asset Management
Japan
$491K -$116K -835 -19%
SSG
378
Summit Securities Group
New York
$488K +$501K +3,600 New
C
379
Certuity
Florida
$463K +$476K +3,419 New
GLA
380
Good Life Advisors
Pennsylvania
$460K +$240K +1,721 +103%
CAG
381
Csenge Advisory Group
Florida
$457K -$8.07K -58 -2%
CF
382
Centaurus Financial
California
$452K -$3.33M -23,912 -88%
EH
383
Equitable Holdings
New York
$452K +$465K +3,339 New
SWM
384
Sugarloaf Wealth Management
Georgia
$445K +$457K +3,283 New
CCFM
385
Clear Creek Financial Management
Washington
$432K +$431K +3,095 New
AWM
386
Avior Wealth Management
Nebraska
$426K -$974 -7 -0.2%
SW
387
SVB Wealth
Massachusetts
$423K -$77.5K -557 -15%
RWP
388
RWA Wealth Partners
Massachusetts
$421K -$992K -7,130 -70%
GVAG
389
Great Valley Advisor Group
Delaware
$421K +$60.4K +434 +16%
FEM
390
Fulcrum Equity Management
Texas
$417K -$1.09M -7,865 -72%
AAS
391
Avantax Advisory Services
Texas
$416K +$428K +3,075 New
HP
392
Hartree Partners
New York
$413K
CAM
393
Cresset Asset Management
Illinois
$410K +$1.81K +13 +0.4%
1SB
394
1ST Source Bank
Indiana
$408K +$419K +3,011 New
GG
395
Gofen & Glossberg
Illinois
$406K +$160K +1,150 +62%
KWMG
396
King Wealth Management Group
Florida
$405K +$8.63K +62 +2%
Mercer Global Advisors
397
Mercer Global Advisors
Colorado
$402K -$236K -1,696 -36%
SWP
398
Summit Wealth Partners
Florida
$400K +$411K +2,956 New
PPP
399
Private Portfolio Partners
New Jersey
$399K +$69K +496 +20%
MCM
400
Monarch Capital Management
Indiana
$390K +$401K +2,879 New

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.