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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
401
Sage Advisory Services
Texas
$389K -$377K -2,712 -49%
KBFS
402
Kohmann Bosshard Financial Services
Ohio
$387K -$19.6K -141 -5%
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$387K
RCM
404
RB Capital Management
Nevada
$387K +$187K +1,340 +93%
IWM
405
IHT Wealth Management
Illinois
$354K -$169K -1,216 -32%
FHB
406
First Hawaiian Bank
Hawaii
$352K -$347K -2,490 -49%
VVP
407
Venture Visionary Partners
Ohio
$348K +$358K +2,570 New
PAG
408
Private Advisory Group
Washington
$335K -$1.58M -11,352 -82%
CWP
409
Capital Wealth Planning
Florida
$333K -$175K -1,257 -34%
CWM
410
Cornerstone Wealth Management
Missouri
$330K -$5.29K -38 -2%
IC
411
InterOcean Capital
Illinois
$326K +$12.4K +89 +4%
PFA
412
Professional Financial Advisors
Nebraska
$319K +$328K +2,357 New
FVWA
413
Foster Victor Wealth Advisors
South Carolina
$315K +$320K +2,302 New
WSTAM
414
Wilbanks Smith & Thomas Asset Management
Virginia
$312K +$321K +2,304 New
1IA
415
1834 Investment Advisors
Wisconsin
$310K
ANB
416
Amarillo National Bank
Texas
$308K -$14.8K -106 -4%
PFS
417
Prospera Financial Services
Texas
$304K -$15.2K -109 -5%
VCM
418
Virtue Capital Management
Tennessee
$304K +$12.4K +89 +4%
AWE
419
Avidian Wealth Enterprises
Texas
$297K +$18.8K +135 +7%
HFA
420
High Falls Advisors
New York
$297K +$305K +2,192 New
GCA
421
Genesee Capital Advisors
New York
$295K +$2.09K +15 +0.7%
MFG
422
Menard Financial Group
Texas
$289K +$297K +2,134 New
CIR
423
Clear Investment Research
Georgia
$288K +$17.1K +123 +6%
MAM
424
Meeder Asset Management
Ohio
$288K +$17.7K +127 +6%
AF
425
Affiance Financial
Minnesota
$286K +$75.3K +541 +34%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.