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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CT
376
Caldwell Trust
Florida
$496K -$116K -781 -21%
LC
377
Lindbrook Capital
California
$495K +$207K +1,389 +86%
SWP
378
Summit Wealth Partners
Florida
$488K
RGC
379
Roberts, Glore & Co
Illinois
$486K +$440K +2,949 New
C
380
Certuity
Florida
$482K -$74.4K -499 -15%
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$481K +$8.79K +59 +2%
MCM
382
Monarch Capital Management
Indiana
$475K
Franklin Resources
383
Franklin Resources
California
$468K +$423K +2,836 New
KA
384
Kovack Advisors
Florida
$462K -$125K -837 -23%
CAM
385
Cresset Asset Management
Illinois
$457K -$38.3K -257 -8%
NL
386
NKCFO LLC
Illinois
$455K -$379K -2,540 -48%
BFP
387
Briaud Financial Planning
Texas
$447K +$147K +988 +57%
CIA
388
Choate Investment Advisors
Massachusetts
$445K +$402K +2,700 New
CL
389
CPWM LLC
Washington
$445K +$402K +2,700 New
SP
390
Successful Portfolios
Florida
$444K +$137K +921 +52%
M&T Bank
391
M&T Bank
New York
$441K +$398K +2,670 New
SMG
392
Smart Money Group
Texas
$438K +$396K +2,658 New
PWA
393
Physician Wealth Advisors
Utah
$435K -$345K -2,313 -47%
CWA
394
Clarus Wealth Advisors
Arizona
$433K +$383K +2,570 New
Geode Capital Management
395
Geode Capital Management
Massachusetts
$430K
GRP
396
Global Retirement Partners
California
$430K +$275K +1,842 +240%
FGAM
397
Financial Gravity Asset Management
Texas
$421K -$139K -933 -27%
PPP
398
Private Portfolio Partners
New Jersey
$410K -$67.1K -450 -15%
BC
399
Burleson & Co
California
$410K +$373K +2,500 New
AF
400
Affiance Financial
Minnesota
$406K +$52K +349 +17%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.