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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
NR
426
Newfound Research
Massachusetts
$281K -$244K -1,754 -46%
CAS
427
Cascadia Advisory Services
Oregon
$277K +$285K +2,048 New
PCM
428
Prelude Capital Management
New York
$275K +$283K +2,032 New
PI
429
Parkside Investments
Illinois
$270K +$278K +2,000 New
PWM
430
Perigon Wealth Management
California
$266K -$74.5K -535 -22%
FIA
431
FNY Investment Advisers
New York
$265K +$273K +1,960 New
EW
432
Element Wealth
Mississippi
$262K +$269K +1,935 New
PA
433
Paragon Advisors
Texas
$254K +$255K +1,835 New
SFA
434
Sequoia Financial Advisors
Ohio
$253K +$8.35K +60 +3%
PG
435
Patten Group
Tennessee
$247K +$254K +1,826 New
PP
436
Pacifica Partners
Canada
$245K +$252K +1,812 New
WA
437
Wealthstar Advisors
Texas
$244K
EP
438
Eudaimonia Partners
Tennessee
$243K +$250K +1,793 New
CIAS
439
Capital Investment Advisory Services
North Carolina
$241K -$6.82K -49 -3%
SP
440
Successful Portfolios
Florida
$240K +$246K +1,768 New
MC
441
Moors & Cabot
Massachusetts
$237K
BFP
442
Briaud Financial Planning
Texas
$233K +$239K +1,720 New
Tudor Investment Corp
443
Tudor Investment Corp
Connecticut
$232K +$239K +1,714 New
BWA
444
Beam Wealth Advisors
Louisiana
$231K +$237K +1,703 New
TI
445
Tidal Investments
Wisconsin
$229K -$3.78M -27,142 -94%
CLOS
446
Compagnie Lombard Odier SCmA
Switzerland
$224K +$231K +1,657 New
SC
447
Solstein Capital
California
$223K -$283K -2,034 -55%
FCA
448
FinTrust Capital Advisors
South Carolina
$222K -$301K -2,159 -57%
WWM
449
Western Wealth Management
Colorado
$222K -$32K -230 -12%
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$221K +$227K +1,630 New

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.