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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
LCNB Corp
Ohio
$3.37M +$973K +10,287 +41%
Allspring Global Investments
402
Allspring Global Investments
North Carolina
$3.37M -$5.06M -53,513 -60%
WWA
403
WCG Wealth Advisors
Nevada
$3.35M +$2.35M +24,879 +237%
HWMC
404
Heritage Wealth Management (California)
California
$3.33M +$590K +6,233 +22%
TW
405
TrinityPoint Wealth
Connecticut
$3.31M -$123K -1,296 -4%
TC
406
Teilinger Capital
Texas
$3.31M +$3.31M +35,000 New
Jones Financial Companies
407
Jones Financial Companies
Missouri
$3.31M +$3M +31,667 +962%
SCA
408
Snowden Capital Advisors
New York
$3.31M -$494K -5,223 -13%
PWM
409
Peterson Wealth Management
Nevada
$3.29M -$76.4K -808 -2%
FAIM
410
Financial Advocates Investment Management
Washington
$3.26M -$321K -3,390 -10%
BHWM
411
Bay Harbor Wealth Management
Maryland
$3.24M -$485K -5,128 -13%
CCFM
412
Clear Creek Financial Management
Washington
$3.24M +$86.9K +919 +3%
AIA
413
Arrow Investment Advisors
Maryland
$3.22M -$275K -2,911 -8%
GEM
414
Global Endowment Management
North Carolina
$3.22M
PIA
415
Panoramic Investment Advisors
Colorado
$3.19M +$635K +6,711 +25%
BWCS
416
Beirne Wealth Consulting Services
Connecticut
$3.19M +$16.6K +175 +0.5%
AFA
417
Atlas Financial Advisors
California
$3.17M -$191K -2,021 -6%
YWM
418
Yoder Wealth Management
California
$3.16M +$393K +4,150 +14%
NW
419
NewEdge Wealth
Pennsylvania
$3.07M +$3.26M +34,490 New
DAS
420
Diversify Advisory Services
Utah
$3.04M +$3.1M +32,817 New
Legacy Financial Group (Iowa)
421
Legacy Financial Group (Iowa)
Iowa
$3.03M +$3.03M +32,053 New
SVWG
422
Shared Vision Wealth Group
United States
$3.03M -$1.27M -13,413 -30%
DADC
423
D.A. Davidson & Co
Montana
$3.03M +$470K +4,972 +18%
PFMU
424
Privium Fund Management (UK)
United Kingdom
$3.03M -$14.4M -152,095 -82%
CSWG
425
Cardinal Strategic Wealth Guidance
Kentucky
$3.01M +$77.5K +819 +3%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.