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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
426
Independent Financial Group
California
$317K +$286K +1,921 New
FSA
427
Financial Sense Advisors
California
$315K -$1.09M -7,315 -79%
VC
428
Veracity Capital
Georgia
$314K +$284K +1,905 New
ED
429
Exane Derivatives
France
$314K -$1.24M -8,292 -81%
HMS
430
Hanseatic Management Services
New Mexico
$310K +$281K +1,882 New
SFA
431
Sequoia Financial Advisors
Ohio
$308K
PF
432
Phoenix Financial
Israel
$308K +$10.4M +69,638 New
NAM
433
NorthCoast Asset Management
Connecticut
$305K -$3.15M -21,160 -92%
PA
434
Paragon Advisors
Texas
$304K +$745 +5 +0.3%
PB
435
Pinnacle Bancorp
Nebraska
$302K +$273K +1,830 New
WA
436
Wealthstar Advisors
Texas
$300K +$4.02K +27 +2%
WP
437
WealthSource Partners
California
$297K -$428K -2,871 -61%
BWA
438
Beam Wealth Advisors
Louisiana
$296K +$13.7K +92 +5%
IAIM
439
International Assets Investment Management
Florida
$295K +$267K +1,789 New
AWM
440
Apollon Wealth Management
South Carolina
$295K +$267K +1,790 New
SC
441
Slow Capital
California
$292K -$1.26M -8,425 -83%
MC
442
Moors & Cabot
Massachusetts
$290K +$1.19K +8 +0.5%
DA
443
Doliver Advisors
Texas
$286K +$254K +1,704 New
PP
444
Pacifica Partners
Canada
$284K -$14.9K -100 -6%
SF
445
Synovus Financial
Georgia
$280K -$2.9M -19,487 -92%
WA
446
Winfield Associates
Ohio
$278K +$251K +1,686 New
SW
447
SlateStone Wealth
Florida
$272K +$246K +1,650 New
CIR
448
Clear Investment Research
Georgia
$271K -$72K -483 -23%
PWM
449
Perigon Wealth Management
California
$266K -$46.1K -309 -16%
MWM
450
Maltin Wealth Management
New Jersey
$266K +$596 +4 +0.2%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.