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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
PFG Advisors
Arizona
$368K -$305K -1,851 -46%
CPO
427
Cerity Partners OCIO
New York
$359K -$18.9M -114,653 -98%
ANB
428
Amarillo National Bank
Texas
$359K
GCA
429
Genesee Capital Advisors
New York
$359K +$1.15K +7 +0.3%
SP
430
Successful Portfolios
Florida
$352K -$88.7K -539 -20%
CFG
431
Cooper Financial Group
California
$349K +$351K +2,132 New
CAG
432
Csenge Advisory Group
Florida
$335K -$160K -971 -32%
HIA
433
Harbor Investment Advisory
Maryland
$332K +$289K +1,754 +645%
1SB
434
1ST Source Bank
Indiana
$331K
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$331K
RFC
436
Regions Financial Corp
Alabama
$321K -$404K -2,453 -56%
VAM
437
Verity Asset Management
North Carolina
$319K +$320K +1,945 New
1832 Asset Management
438
1832 Asset Management
Ontario, Canada
$316K +$313K +1,900 New
TPWA
439
TRUE Private Wealth Advisors
Oregon
$312K -$376K -2,284 -54%
SFA
440
Sequoia Financial Advisors
Ohio
$305K -$1.32K -8 -0.4%
NAM
441
NorthCoast Asset Management
Connecticut
$304K
FSA
442
Financial Sense Advisors
California
$302K -$10.9K -66 -3%
TFS
443
TrustCore Financial Services
Tennessee
$300K -$36.9K -224 -11%
PB
444
Pinnacle Bancorp
Nebraska
$300K
ACP
445
Aveo Capital Partners
Colorado
$295K -$1.73M -10,523 -85%
MCM
446
Monarch Capital Management
Indiana
$289K -$184K -1,119 -39%
TI
447
Tidal Investments
Wisconsin
$288K -$3.83M -23,250 -93%
CIR
448
Clear Investment Research
Georgia
$288K +$18.1K +110 +7%
WWM
449
Western Wealth Management
Colorado
$288K +$78.4K +476 +37%
SAM
450
Securian Asset Management
Minnesota
$284K +$92.2K +560 +48%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.