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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Destination Wealth Management
California
$15K +$6.81K +56 +93%
AWMS
402
Advocacy Wealth Management Services
Georgia
$14K
BBA
403
Braun-Bostich & Associates
Pennsylvania
$14K
CF
404
Centaurus Financial
California
$13.9K -$113K -928 -35%
GI
405
Gradient Investments
Minnesota
$10K -$1.95K -16 -17%
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
SWM
407
SeaCrest Wealth Management
New York
$10K
YWP
408
YorkBridge Wealth Partners
New York
$10K
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$10K +$9.73K +80 New
RCAG
410
Rehmann Capital Advisory Group
Michigan
$9.61K +$9.24K +76 New
CFA
411
Carroll Financial Associates
North Carolina
$9K
PG
412
Proffitt & Goodson
Tennessee
$9K +$9.12K +75 New
IFA
413
Interactive Financial Advisors
Illinois
$8K -$4.88M -40,138 -100%
CAL
414
Capital Advisors Ltd
Ohio
$8K
GAM
415
Gemmer Asset Management
California
$8K +$7.66K +63 New
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$7K -$3.65K -30 -37%
OWD
417
Osborn Williams & Donohoe
Ohio
$6K +$6.32K +52 New
KFS
418
Kelly Financial Services
Massachusetts
$5.44K +$5.23K +43 New
AIA
419
Alera Investment Advisors
Illinois
$5K
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$5K
LPWM
421
Lake Point Wealth Management
Texas
$5K +$4.38K +36 New
WCM
422
WealthBridge Capital Management
Ohio
$5K +$4.62K +38 New
RBA
423
Richard Bernstein Advisors
New York
$4K +$122 +1 +3%
SCM
424
Shelton Capital Management
Colorado
$3.31K +$51K +419 New
PCG
425
Private Capital Group
Connecticut
$3K -$9.49K -78 -80%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.