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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Advisornet Financial
Minnesota
$119K -$230K -1,808 -67%
RIA
402
Realta Investment Advisors
Delaware
$119K +$35.3K +278 +45%
PMFA
403
Plante Moran Financial Advisors
Michigan
$117K +$112K +882 New
TFGT
404
TS Financial Group (TSFG)
Illinois
$102K -$62.1K -489 -39%
AC
405
Avestar Capital
New York
$101K +$63.5K +500 +189%
IWA
406
IBEX Wealth Advisors
New Jersey
$89K +$85.5K +673 New
SWP
407
Strategic Wealth Partners
Ohio
$86K -$20.7K -163 -20%
PCM
408
Penserra Capital Management
California
$83K +$80.1K +631 New
PCG
409
Private Capital Group
Connecticut
$83K +$83.6K +658 +3,290%
MWM
410
Merriman Wealth Management
Washington
$78.7K -$227K -1,791 -3%
GSWM
411
Golden State Wealth Management
California
$77K +$74.2K +584 New
WP
412
WealthShield Partners
North Carolina
$66K -$557K -4,385 -90%
SMFG
413
Sumitomo Mitsui Financial Group
Japan
$62K -$173K -1,360 -74%
CTC
414
Central Trust Company
Missouri
$57K +$10.5K +83 +24%
FANJ
415
Financial Architects (New Jersey)
New Jersey
$54K +$29.2K +230 +128%
GRP
416
Global Retirement Partners
California
$47K -$59.1K -465 -57%
TF
417
TimeScale Financial
Massachusetts
$43K +$41.1K +324 New
SIM
418
Sonora Investment Management
Arizona
$42K +$40.3K +317 New
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$41K +$29.1K +229 +286%
LDFR
420
Lehman & Derafelo Financial Resources
Pennsylvania
$40K -$127 -1 -0.3%
AF
421
Allworth Financial
California
$37K -$7.49K -59 -17%
SBL
422
Sargent Bickham Lagudis
Colorado
$36K -$62.6K -493 -65%
CCM
423
Covington Capital Management
California
$34K +$32.9K +259 New
TWA
424
TCI Wealth Advisors
Arizona
$31K
S
425
SignatureFD
Georgia
$30K +$4.32K +34 +18%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.