We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
376
Geode Capital Management
Massachusetts
$606K
Deutsche Bank
377
Deutsche Bank
Germany
$604K -$1.12M -6,805 -65%
VWA
378
V Wealth Advisors
Kansas
$602K +$354K +2,151 +141%
PCP
379
Proficio Capital Partners
Massachusetts
$599K -$6.93M -42,066 -92%
BIA
380
Biondo Investment Advisors
Pennsylvania
$592K +$277K +1,685 +88%
IWM
381
IHT Wealth Management
Illinois
$591K +$261K +1,585 +79%
CAM
382
Concorde Asset Management
Michigan
$571K -$825K -5,009 -59%
CW
383
CreativeOne Wealth
Kansas
$567K -$34.6K -210 -6%
KWMG
384
King Wealth Management Group
Florida
$567K +$28.2K +171 +5%
W
385
WealthOne
New York
$567K +$569K +3,457 New
RJT
386
Raymond James Trust
Florida
$566K -$274K -1,665 -33%
FEM
387
Fulcrum Equity Management
Texas
$563K +$566K +3,437 New
GCMG
388
Gyroscope Capital Management Group
Florida
$550K +$552K +3,352 New
AIP
389
Almanack Investment Partners
Pennsylvania
$548K -$881K -5,351 -62%
RA
390
RFG Advisory
Alabama
$548K -$218K -1,322 -28%
SG
391
StoneX Group
New York
$543K +$320K +1,945 +142%
PCIA
392
Prime Capital Investment Advisors
Kansas
$531K +$467K +2,838 +704%
SFM
393
Signet Financial Management
New Jersey
$523K +$509K +3,093 New
Betterment LLC
394
Betterment LLC
New York
$519K -$755K -4,589 -59%
BHWM
395
Bay Harbor Wealth Management
Maryland
$517K -$189K -1,149 -27%
NL
396
NVWM LLC
Pennsylvania
$513K
CAM
397
Cresset Asset Management
Illinois
$512K +$57.6K +350 +13%
CWA
398
Clarus Wealth Advisors
Arizona
$510K +$84.6K +514 +20%
PMAM
399
Picton Mahoney Asset Management
Ontario, Canada
$508K -$8.23K -50 -2%
TFA
400
Transamerica Financial Advisors
Florida
$507K +$481K +2,920 +1,698%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.