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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
MC
426
Moors & Cabot
Massachusetts
-$477K -4,072 Closed
LCH
427
Lee Capital Holdings
New York
-$469K -4,000 Closed
PP
428
Paloma Partners
Connecticut
-$449K -3,880 Closed
FIMG
429
Financial & Investment Management Group
Michigan
-$373K -3,181 Closed
CG
430
Colony Group
Massachusetts
-$317K -2,700 Closed
SCC
431
Spring Creek Capital
Kansas
-$314K -2,675 Closed
FHA
432
First Horizon Advisors
Tennessee
-$287K -2,450 Closed
PAMG
433
Patton Albertson Miller Group
Tennessee
-$270K -2,353 Closed
PA
434
PFG Advisors
Arizona
-$258K -2,262 Closed
SI
435
Sprott Inc
Ontario, Canada
-$251K -2,143 Closed
AAC
436
Acorn Advisory Capital
New York
-$246K -2,100 Closed
ISL
437
Ingalls & Snyder LLC
New York
-$245K -2,092 Closed
CT
438
CMT Trading
Illinois
-$223K -1,902 Closed
TC
439
Trilogy Capital
California
-$139K -1,186 Closed
CAG
440
Csenge Advisory Group
Florida
-$131K -1,150 Closed
AA
441
Advisory Alpha
Michigan
-$54K -468 Closed
S
442
SignatureFD
Georgia
-$52K -443 Closed
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$51K -435 Closed
OC
444
Oakworth Capital
Alabama
-$49K -415 Closed
MCM
445
Mainstay Capital Management
Michigan
-$47K -400 Closed
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
-$35K -298 Closed
TRCT
447
Tower Research Capital (TRC)
New York
-$25K -217 Closed
CPIG
448
Chicago Partners Investment Group
Illinois
-$18K -160 Closed
TA
449
Townsend & Associates
Colorado
-$14K -118 Closed
SCM
450
Silvant Capital Management
Georgia
-$13K -115 Closed

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.