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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
376
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.84M +$92.7K +980 +2%
CAG
377
Csenge Advisory Group
Florida
$3.8M -$807K -8,529 -17%
SSWM
378
Smith Salley Wealth Management
North Carolina
$3.8M +$3.8M +40,135 New
FA
379
FDx Advisors
Illinois
$3.76M -$159K -1,680 -4%
NL
380
NDWM LLC
California
$3.74M -$2.99M -31,583 -44%
PWM
381
Perigon Wealth Management
California
$3.73M -$252K -2,665 -6%
CI
382
Cavalier Investments
Georgia
$3.72M -$2.66M -28,151 -42%
SCM
383
Sheridan Capital Management
California
$3.72M -$459K -4,855 -11%
4FG
384
4Thought Financial Group
New York
$3.71M +$1.54M +16,242 +71%
MFG
385
Merit Financial Group
Georgia
$3.7M -$188K -1,989 -5%
MHS
386
M Holdings Securities
Oregon
$3.69M +$87.2K +922 +2%
AG
387
Ascent Group
Virginia
$3.67M -$899K -9,510 -20%
SAW
388
Signal Advisors Wealth
Michigan
$3.67M +$33.5K +354 +0.9%
KFSC
389
Keystone Financial Services (Colorado)
Colorado
$3.64M -$875K -9,253 -19%
BPGAM
390
BTG Pactual Global Asset Management
Bermuda
$3.6M +$3.6M +38,025 New
UWM
391
USAdvisors Wealth Management
Minnesota
$3.56M +$284K +3,001 +9%
BWM
392
Bulltick Wealth Management
Florida
$3.55M +$1.23M +12,988 +53%
HWM
393
HB Wealth Management
Georgia
$3.51M +$3.51M +37,089 New
SWC
394
Spectrum Wealth Counsel
Indiana
$3.5M -$1.14K -12 -0%
CFG
395
Cooper Financial Group
California
$3.5M +$6.71K +71 +0.2%
SA
396
Stewardship Advisors
Pennsylvania
$3.47M -$6.47M -68,396 -65%
RHP
397
Royal Harbor Partners
Texas
$3.46M -$6.87M -72,681 -67%
RCM
398
Ridgepath Capital Management
Tennessee
$3.45M +$3.44M +36,414 New
FRA
399
FFG Retirement Advisors
Colorado
$3.44M +$330K +3,487 +11%
DFA
400
Davies Financial Advisors
California
$3.4M +$3.4M +35,910 New

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.