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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
376
Sand Hill Global Advisors
California
$1.73M -$3.36M -32,150 -66%
EGA
377
E&G Advisors
Texas
$1.71M +$293K +2,800 +21%
Principal Financial Group
378
Principal Financial Group
Iowa
$1.69M +$1.66M +15,897 New
GRP
379
Global Retirement Partners
California
$1.69M +$972K +9,288 +140%
HT
380
Headlands Technologies
Illinois
$1.69M -$82.9K -792 -5%
RC
381
Rovin Capital
Arizona
$1.68M -$902K -8,623 -35%
HCM
382
Hollencrest Capital Management
California
$1.68M -$1.47K -14 -0.1%
BWCS
383
Beirne Wealth Consulting Services
Connecticut
$1.67M +$52.5K +502 +3%
Toronto Dominion Bank
384
Toronto Dominion Bank
Ontario, Canada
$1.65M +$1.45M +13,833 +827%
WW
385
Westshore Wealth
California
$1.64M -$683K -6,526 -30%
CC
386
Commons Capital
Massachusetts
$1.64M +$1.61M +15,400 New
GLR
387
Great Lakes Retirement
Ohio
$1.63M +$1.6M +15,313 New
DCM
388
Dudley Capital Management
Virginia
$1.63M +$1.6M +15,308 New
AWM
389
Avaii Wealth Management
Wisconsin
$1.62M +$616K +5,891 +63%
CP
390
Camelot Portfolios
Ohio
$1.62M
WB
391
WesBanco Bank
West Virginia
$1.61M +$472K +4,514 +42%
CCM
392
Cinctive Capital Management
New York
$1.61M +$1.58M +15,100 New
KA
393
Kovack Advisors
Florida
$1.6M -$989K -9,457 -39%
QFA
394
Quattro Financial Advisors
Texas
$1.59M +$44.2K +422 +3%
WAM
395
WealthTrust Asset Management
Florida
$1.58M +$1.56M +14,887 New
CW
396
CreativeOne Wealth
Kansas
$1.58M -$382K -3,651 -20%
APWA
397
Atlas Private Wealth Advisors
New Jersey
$1.58M
OWA
398
One Wealth Advisors
California
$1.57M +$84.6K +809 +6%
FLA
399
Financial Life Advisors
Texas
$1.57M -$178K -1,698 -10%
PI
400
PEAK6 Investments
Illinois
$1.54M -$9.98M -95,362 -87%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.