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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
376
Outlook Wealth Advisors
Texas
$409K -$16.5K -111 -4%
GLA
377
Good Life Advisors
Pennsylvania
$394K +$35.9K +242 +10%
OPS
378
Orion Portfolio Solutions
Nebraska
$394K +$406K +2,732 New
Lido Advisors
379
Lido Advisors
California
$393K +$149K +1,003 +58%
SI
380
Stephens Inc
Arkansas
$392K -$1.04M -6,984 -72%
FFA
381
First Foundation Advisors
California
$390K
ICG
382
InterOcean Capital Group
Tennessee
$378K -$6.83K -46 -2%
4WM
383
4J Wealth Management
Virginia
$375K
BAM
384
Bruderman Asset Management
New York
$374K +$385K +2,594 New
Comerica Bank
385
Comerica Bank
Texas
$373K -$57.9K -390 -13%
DC
386
Davenport & Co
Virginia
$366K +$121K +817 +48%
LAS
387
Lloyd Advisory Services
Georgia
$365K -$1.4M -9,399 -79%
FHC
388
First Heartland Consultants
Missouri
$364K -$112K -751 -23%
KWM
389
Kingsview Wealth Management
Oregon
$362K -$2.08K -14 -0.6%
NL
390
NKCFO LLC
Illinois
$361K
SAA
391
Southeast Asset Advisors
Georgia
$352K -$6.24K -42 -2%
CWM
392
Cornerstone Wealth Management
Missouri
$352K +$138K +929 +61%
SCM
393
Shelton Capital Management
Colorado
$350K -$181K -1,219 -33%
FFS
394
Founders Financial Securities
Maryland
$349K +$359K +2,415 New
JIP
395
Jaffetilchin Investment Partners
Florida
$344K -$316K -2,127 -47%
IAIM
396
International Assets Investment Management
Florida
$342K +$32.7K +220 +10%
HFA
397
High Falls Advisors
New York
$341K +$351K +2,361 New
PP
398
Pacifica Partners
Canada
$336K
Fiera Capital (Canada)
399
Fiera Capital (Canada)
Quebec, Canada
$333K
C
400
Certuity
Florida
$328K -$25.2K -170 -7%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.