iShares 20+ Year Treasury Bond ETF
370 hedge funds and large institutions have $6.3B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 42 closing their positions.
100% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 42
14% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 118
11% more funds holding
Funds holding: 333 → 370 (+37)
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
3.56% more ownership
Funds ownership: 80.77% → 84.33% (+3.6%)
17% less capital invested
Capital invested by funds: $7.58B → $6.3B (-$1.28B)
25% less call options, than puts
Call options by funds: $3.45B | Put options by funds: $4.59B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$176M |
| 2 |
BlackRock
New York
|
+$122M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$62.4M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$54.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$53.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$647M |
| 2 |
AC
Alleghany Corporation
New York
|
-$449M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$214M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$205M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$113M |
TLT Hedge Fund Activity: Q4 2017 in Review
370 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2017, worth a combined $6.3B — down 17% from $7.58B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new TLT positions and 42 closed out — a net gain of 42 holders — while 135 added to existing stakes and 118 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $176M. The largest seller was JP Morgan Chase, cutting an estimated $647M.
- 370 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2017, up from 333 in Q3 2017.
- Funds reported $6.3B of iShares 20+ Year Treasury Bond ETF stock for Q4 2017, down 17% quarter-over-quarter.
- 84 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2017 and 42 closed out, a net change of +42 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2017 was Fidelity Investments, an estimated $176M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2017 was JP Morgan Chase, an estimated $647M sold.
Based on aggregated 13F filings for Q4 2017.