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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
401
KCS Wealth Advisory
California
$506K +$508K +3,086 New
Verition Fund Management
402
Verition Fund Management
Connecticut
$500K +$502K +3,051 New
IFWM
403
Institute for Wealth Management
Colorado
$490K +$492K +2,988 New
NR
404
Newfound Research
Massachusetts
$487K -$671K -4,078 -58%
SWP
405
Summit Wealth Partners
Florida
$485K
C
406
Certuity
Florida
$484K +$5.6K +34 +1%
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$480K -$25.7K -156 -5%
BUB
408
BBVA USA Bancshares
Texas
$477K -$64.5K -392 -12%
CBFP
409
Cedar Brook Financial Partners
Ohio
$474K +$476K +2,893 New
GLA
410
Good Life Advisors
Pennsylvania
$467K -$366K -2,221 -44%
CFA
411
Carroll Financial Associates
North Carolina
$465K +$450K +2,731 +2,506%
ICM
412
Islay Capital Management
Texas
$462K +$334K +2,031 +257%
SWM
413
Sugarloaf Wealth Management
Georgia
$456K +$452K +2,744 +274,400%
CL
414
CPWM LLC
Washington
$444K +$1.81K +11 +0.4%
CIA
415
Choate Investment Advisors
Massachusetts
$443K
PWA
416
Physician Wealth Advisors
Utah
$429K -$5.27K -32 -1%
BC
417
Burleson & Co
California
$425K
IC
418
InterOcean Capital
Illinois
$415K +$30.6K +186 +8%
ATC
419
Argent Trust Co
Tennessee
$392K -$120K -726 -23%
V
420
VeraBank
Texas
$387K +$388K +2,358 New
SI
421
Stephens Inc
Arkansas
$382K -$334K -2,029 -47%
AWM
422
Apollon Wealth Management
South Carolina
$381K +$87.9K +534 +30%
PGAM
423
Princeton Global Asset Management
New Jersey
$377K +$379K +2,300 New
1IA
424
1834 Investment Advisors
Wisconsin
$375K
RCM
425
RB Capital Management
Nevada
$372K -$3.29K -20 -0.9%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.