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iShares 20+ Year Treasury Bond ETF
TLT

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 33 → 33 (0)

1% less funds holding

Funds holding: 357 → 354 (-3)

4.45% less ownership

Funds ownership: 98.59% → 94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$413M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$212M
3
CSIA
Charles Schwab Investment Advisory
California
+$145M
4
CWM
Cornerstone Wealth Management
Missouri
+$99M
5
Goldman Sachs
Goldman Sachs
New York
+$92.6M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$114M
2
PP
Pension Partners
New York
-$87.7M
3
Ameriprise
Ameriprise
Minnesota
-$66M
4
Jane Street
Jane Street
New York
-$62.6M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$61.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
401
Avantax Planning Partners
Iowa
– -$20K -165 Closed
BC
402
Bartlett & Co
Ohio
– -$10K -79 Closed
BCWM
403
Bartlett & Co Wealth Management
Ohio
– -$9.63K -79 Closed
PWAG
404
Polaris Wealth Advisory Group
California
– -$8K -67 Closed
VCM
405
Virtue Capital Management
Tennessee
– -$6K -52 Closed
SIM
406
Sonora Investment Management
Arizona
– -$2.32K -19 Closed
AIM
407
Advantage Investment Management
Iowa
– -$1K -10 Closed
FCAS
408
First Command Advisory Services
Texas
– -$2K -5 Closed
FCFS
409
First Command Financial Services
Texas
– -$2K -5 Closed
13 14 15 16
17

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.