TLT icon

iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
376
Magnus Financial Group
New York
$2.97M -$3.68M -41,531 -55%
WA
377
Wealth Alliance
New York
$2.96M +$1.73M +19,466 +140%
Legacy Financial Group (Iowa)
378
Legacy Financial Group (Iowa)
Iowa
$2.93M +$2.93M +33,019 New
Betterment LLC
379
Betterment LLC
New York
$2.89M +$611K +6,893 +27%
GSEP
380
Golden State Equity Partners
California
$2.89M -$22.9K -258 -0.8%
CWS
381
Cypress Wealth Services
California
$2.88M +$2.41M +27,208 +519%
WWG
382
West Wealth Group
California
$2.84M +$2.84M +32,062 New
KWILP
383
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.84M +$2.84M +31,986 New
CAC
384
Cowen and Company
New York
$2.8M -$5.18M -58,400 -65%
TW
385
TrinityPoint Wealth
Connecticut
$2.78M -$39K -440 -1%
PWM
386
Perigon Wealth Management
California
$2.74M +$1.96M +22,088 +250%
PWM
387
Penobscot Wealth Management
Maine
$2.73M -$454K -5,116 -14%
EFG
388
Erickson Financial Group
Pennsylvania
$2.73M +$20.5K +231 +0.8%
SKK
389
Shepherd Kaplan Krochuk
Massachusetts
$2.72M -$7.12M -80,282 -72%
HNB
390
Huntington National Bank
Ohio
$2.71M -$2.36M
AP
391
Americana Partners
Texas
$2.7M +$2.7M +31,527 New
CAM
392
Cresset Asset Management
Illinois
$2.68M +$248K +2,796 +10%
BCP
393
Bayberry Capital Partners
New York
$2.66M
KCM
394
KM Capital Management
Texas
$2.64M -$106K -1,192 -4%
BCM
395
Boltwood Capital Management
California
$2.63M -$279K -3,150 -10%
CGA
396
Crescent Grove Advisors
Illinois
$2.59M +$2.59M +29,190 New
CSWG
397
Cardinal Strategic Wealth Guidance
Kentucky
$2.57M +$351K +3,961 +16%
QPWM
398
Quadrant Private Wealth Management
Pennsylvania
$2.53M -$142K -1,602 -5%
4FG
399
4Thought Financial Group
New York
$2.52M +$1.76M +19,891 +232%
CW
400
Channel Wealth
California
$2.5M -$303K -3,416 -11%