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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
MC
426
Moors & Cabot
Massachusetts
$251K -$517K -3,481 -67%
IBOK
427
Independence Bank of Kentucky
Kentucky
$251K
CIA
428
Capital Investment Advisors
Georgia
$250K +$742 +5 +0.3%
DSN
429
D. Scott Neal
Kentucky
$249K
AC
430
Apella Capital
Connecticut
$248K -$19.5K -131 -7%
TNA
431
True North Advisors
Texas
$247K
BTWM
432
Baker Tilly Wealth Management
Wisconsin
$246K +$25.1K +169 +11%
HI
433
Horizon Investments
North Carolina
$242K +$250K +1,682 New
BFEC
434
Benjamin F. Edwards & Company
Missouri
$240K +$84.2K +567 +52%
PIA
435
Pinion Investment Advisors
Kansas
$236K +$243K +1,634 New
BCA
436
Bay Colony Advisors
Massachusetts
$233K +$240K +1,613 New
CPW
437
Catalyst Private Wealth
California
$232K -$1.93K -13 -0.8%
CCM
438
Condor Capital Management
New Jersey
$232K
ATC
439
Argent Trust Co
Tennessee
$229K -$206K -1,390 -47%
SFI
440
SPC Financial Inc
Maryland
$223K -$7.13K -48 -3%
AC
441
Avestar Capital
New York
$222K -$11.9K -80 -5%
DE
442
Day & Ennis
Georgia
$220K +$148 +1 +0.1%
WCG
443
Weaver Consulting Group
California
$219K -$445 -3 -0.2%
TRCT
444
Tower Research Capital (TRC)
New York
$217K +$223K +1,504 New
RFC
445
Regions Financial Corp
Alabama
$216K +$11K +74 +5%
Point72 Asset Management
446
Point72 Asset Management
Connecticut
$216K +$223K +1,500 New
CIAS
447
Capital Investment Advisory Services
North Carolina
$215K -$30K -202 -12%
CG
448
Cutler Group
California
$215K +$222K +1,496 New
CAM
449
Cresset Asset Management
Illinois
$214K -$236K -1,592 -52%
MWM
450
Maltin Wealth Management
New Jersey
$214K +$742 +5 +0.3%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.