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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
SB
401
Strategic Blueprint
Georgia
$318K +$59K +397 +22%
FCH
402
Freestone Capital Holdings
Washington
$318K +$327K +2,200 New
OAM
403
Occidental Asset Management
California
$313K -$25.5K -172 -7%
CIR
404
Clear Investment Research
Georgia
$310K -$9.65K -65 -3%
ANB
405
Amarillo National Bank
Texas
$308K +$47.4K +319 +18%
WCM
406
Windham Capital Management
Massachusetts
$296K
BWA
407
BDO Wealth Advisors
Florida
$295K -$80.8K -544 -21%
IAN
408
Integrated Advisors Network
Texas
$293K +$301K +2,030 New
BA
409
Bellwether Advisors
Nebraska
$289K
BHWM
410
Bay Harbor Wealth Management
Maryland
$288K -$6.68K -45 -2%
BAS
411
Brown Advisory Securities
Maryland
$286K +$59.5K +401 +25%
SIAG
412
Safeguard Investment Advisory Group
California
$284K +$39.2K +264 +16%
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$282K
SIA
414
Soltis Investment Advisors
Utah
$279K +$2.97K +20 +1%
GCA
415
Genesee Capital Advisors
New York
$279K +$287K +1,934 New
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$275K -$23.8K -160 -8%
SS
417
Sunbelt Securities
Texas
$269K
TFS
418
TrustCore Financial Services
Tennessee
$268K -$78.8K -531 -22%
NAM
419
NorthCoast Asset Management
Connecticut
$267K
SHIM
420
Stone House Investment Management
Pennsylvania
$265K
SFA
421
Sequoia Financial Advisors
Ohio
$261K -$72.8K -490 -21%
GVAG
422
Great Valley Advisor Group
Delaware
$256K -$34K -229 -11%
PPA
423
Parametric Portfolio Associates
Washington
$256K +$8.76K +59 +3%
MCM
424
Monarch Capital Management
Indiana
$254K
Principal Financial Group
425
Principal Financial Group
Iowa
$253K -$885K -5,961 -77%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.