TLT icon

iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
401
Oppenheimer & Co
New York
$2.48M +$674K +7,604 +37%
HCA
402
Heck Capital Advisors
Wisconsin
$2.48M +$2.48M +27,970 New
GC
403
Guidance Capital
Kentucky
$2.45M +$75.6K +889 +3%
Pictet Asset Management
404
Pictet Asset Management
Switzerland
$2.43M +$2.43M +27,450 New
Northern Trust
405
Northern Trust
Illinois
$2.4M +$2.4M +27,108 New
DADC
406
D.A. Davidson & Co
Montana
$2.35M -$1.93M -21,731 -45%
MA
407
Mutual Advisors
Nebraska
$2.35M -$2.02M -22,784 -46%
BS
408
Banco Santander
Spain
$2.34M +$15.2K +171 +0.7%
BFM
409
Boothbay Fund Management
New York
$2.34M +$1.84M +20,700 +363%
SFS
410
Sowell Financial Services
Arkansas
$2.34M -$324K -3,657 -12%
CWA
411
Consilio Wealth Advisors
Washington
$2.32M +$32.2K +378 +1%
HPM
412
Hoxton Planning & Management
West Virginia
$2.32M +$1.41M +15,917 +155%
IAM
413
Impala Asset Management
Florida
$2.31M +$2.31M +26,000 New
BAM
414
Belpointe Asset Management
Nevada
$2.29M -$1.62M -18,226 -41%
IAP
415
Indie Asset Partners
Indiana
$2.28M -$66.5K -750 -3%
AR
416
Apeiron RIA
Texas
$2.27M +$2.01M +22,675 +779%
AA
417
Advisory Alpha
Michigan
$2.23M +$78K +879 +4%
Toronto Dominion Bank
418
Toronto Dominion Bank
Ontario, Canada
$2.21M -$1M -11,291 -31%
KA
419
Kerrisdale Advisers
Florida
$2.21M -$5.84M -65,870 -73%
CPC
420
Consolidated Planning Corp
Georgia
$2.19M +$275K +3,103 +14%
RJT
421
Raymond James Trust
Florida
$2.17M +$407K +4,584 +23%
LG
422
Leuthold Group
Minnesota
$2.15M -$59.6K -672 -3%
BWCS
423
Beirne Wealth Consulting Services
Connecticut
$2.12M
UCFA
424
United Capital Financial Advisors
Texas
$2.12M +$767K +8,645 +57%
RVM
425
Robinson Value Management
Texas
$2.11M +$154K +1,738 +8%