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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
Wealth Alliance
New York
$534K -$213K -1,543 -28%
BRWA
402
B. Riley Wealth Advisors
Florida
$531K -$379K -2,749 -41%
IFWM
403
Institute for Wealth Management
Colorado
$528K +$95K +689 +21%
VCWA
404
Vanguard Capital Wealth Advisors
Colorado
$527K -$385K -2,789 -41%
GSWM
405
Golden State Wealth Management
California
$521K +$57.4K +416 +12%
AWA
406
Arete Wealth Advisors
Illinois
$520K -$1.07M -7,740 -66%
FHB
407
First Hawaiian Bank
Hawaii
$520K -$101K -735 -16%
SS
408
Simplicity Solutions
Minnesota
$520K +$543K +3,939 New
KWMG
409
King Wealth Management Group
Florida
$517K -$414 -3 -0.1%
OPS
410
Orion Portfolio Solutions
Nebraska
$517K +$54.3K +394 +11%
SWMG
411
Signature Wealth Management Group
Georgia
$515K +$87.6K +635 +19%
CCFM
412
Clear Creek Financial Management
Washington
$511K -$138K -1,003 -21%
First Manhattan
413
First Manhattan
New York
$504K
NAM
414
Nationwide Asset Management
Ohio
$501K +$524K +3,800 New
ATPW
415
Ashton Thomas Private Wealth
Arizona
$500K -$1.44M -10,457 -73%
IIC
416
Integrated Investment Consultants
Michigan
$499K +$521K +3,780 New
CCMD
417
Cypress Capital Management (Delaware)
Delaware
$496K
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$491K +$354K +2,563 +222%
RJT
419
Raymond James Trust
Florida
$491K +$513K +3,717 New
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$488K -$250K -1,813 -30%
Deutsche Bank
421
Deutsche Bank
Germany
$486K
LMKC
422
L.M. Kohn & Company
Ohio
$481K +$502K +3,637 New
SBH
423
Segall Bryant & Hamill
Illinois
$480K +$503K +3,650 New
HFA
424
High Falls Advisors
New York
$478K +$159K +1,153 +47%
ICG
425
InterOcean Capital Group
Tennessee
$474K +$86.8K +629 +21%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.