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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
401
Mutual Advisors
Nebraska
$1.53M -$496K -4,738 -25%
DAS
402
Dynamic Advisor Solutions
Arizona
$1.52M +$620K +5,923 +71%
RIA
403
Regal Investment Advisors
Michigan
$1.52M +$411K +3,924 +38%
SFS
404
Sowell Financial Services
Arkansas
$1.51M -$628K -6,003 -30%
AIG
405
American International Group
New York
$1.51M
WIM
406
Westside Investment Management
California
$1.51M +$95.3K +911 +7%
TRCT
407
Tower Research Capital (TRC)
New York
$1.49M +$867K +8,286 +144%
SCA
408
Snowden Capital Advisors
New York
$1.48M +$152K +1,454 +12%
BCP
409
Blackhawk Capital Partners
Wisconsin
$1.46M +$1.44M +13,766 New
FA
410
Fermata Advisors
California
$1.45M -$1.31M -12,549 -48%
GI
411
Glovista Investments
New Jersey
$1.45M +$1.43M +13,694 New
RA
412
RFG Advisory
Alabama
$1.44M +$271K +2,587 +24%
FAG
413
Financial Advisory Group
Texas
$1.44M +$242K +2,312 +21%
GW
414
GW & Wade
Massachusetts
$1.44M +$379K +3,620 +37%
PFA
415
Pettinga Financial Advisors
Indiana
$1.43M -$148K -1,418 -10%
OC
416
Oppenheimer & Co
New York
$1.43M -$932K -8,912 -40%
BS
417
Banco Santander
Spain
$1.39M -$1.15M -10,994 -46%
FW
418
FirstPurpose Wealth
Utah
$1.38M +$11.6K +111 +0.9%
VCP
419
Verus Capital Partners
Arizona
$1.37M +$537K +5,129 +66%
NAS
420
NWF Advisory Services
California
$1.37M +$1.39M +13,310 New
CFG
421
Carr Financial Group
Massachusetts
$1.37M +$288K +2,750 +27%
William Blair & Company
422
William Blair & Company
Illinois
$1.34M +$222K +2,125 +20%
VFG
423
V2 Financial group
Illinois
$1.33M -$33K -315 -2%
AFO
424
Arrowroot Family Office
California
$1.31M +$1.29M +12,351 New
KCM
425
Kornitzer Capital Management
Kansas
$1.31M +$51.8K +495 +4%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.