We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$402K +$128K +860 +55%
IC
402
InterOcean Capital
Illinois
$387K -$8.64K -58 -2%
RCM
403
RB Capital Management
Nevada
$385K -$73K -490 -18%
AWM
404
Atticus Wealth Management
Florida
$383K +$277K +1,857 +398%
AWE
405
Avidian Wealth Enterprises
Texas
$380K +$16.5K +111 +5%
UR
406
USCA RIA
Texas
$379K -$4.12M -27,608 -92%
1IA
407
1834 Investment Advisors
Wisconsin
$378K
ANB
408
Amarillo National Bank
Texas
$361K -$12.5K -84 -4%
GCA
409
Genesee Capital Advisors
New York
$360K +$745 +5 +0.2%
PCWA
410
Pacific Capital Wealth Advisors
California
$350K -$1.73M -11,620 -85%
CAC
411
Cowen and Company
New York
$346K +$313K +2,100 New
ACP
412
Aviance Capital Partners
Florida
$341K +$73.5K +493 +31%
TFS
413
TrustCore Financial Services
Tennessee
$339K +$134K +902 +78%
SW
414
SVB Wealth
Massachusetts
$336K -$161K -1,083 -35%
1SB
415
1ST Source Bank
Indiana
$334K -$147K -989 -33%
IWM
416
IHT Wealth Management
Illinois
$333K -$88.5K -594 -23%
WSTAM
417
Wilbanks Smith & Thomas Asset Management
Virginia
$333K -$42.3K -284 -12%
HC
418
Hourglass Capital
Texas
$330K -$7.45M -50,000 -96%
SC
419
Sepio Capital
Utah
$329K -$8.76M -58,752 -97%
BSW
420
Buckingham Strategic Wealth
Missouri
$329K +$297K +1,994 New
GVAG
421
Great Valley Advisor Group
Delaware
$322K -$172K -1,154 -37%
PCG
422
Private Capital Group
Connecticut
$320K +$63.8K +428 +28%
BIA
423
Biondo Investment Advisors
Pennsylvania
$318K +$287K +1,925 New
LFPWM
424
Leicht Financial Planning & Wealth Management
New Jersey
$317K -$1.3M -8,697 -82%
MOS
425
MGO One Seven
Ohio
$317K +$287K +1,925 New

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.