We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Belpointe Asset Management
Nevada
$955K +$436K +4,327 +69%
OIA
427
Optimum Investment Advisors
Illinois
$953K -$12.1K -120 -1%
I2I
428
Insight 2811 Inc
Illinois
$942K +$279K +2,765 +41%
CYG
429
Clean Yield Group
Vermont
$936K +$146K +1,450 +18%
QPWM
430
Quadrant Private Wealth Management
Pennsylvania
$929K +$940K +9,333 New
AWM
431
Avaii Wealth Management
Wisconsin
$929K +$539K +5,347 +134%
IAP
432
Indie Asset Partners
Indiana
$926K +$101K +1,000 +12%
AF
433
Affiance Financial
Minnesota
$925K +$517K +5,136 +124%
HPM
434
Hoxton Planning & Management
West Virginia
$924K +$935K +9,277 New
MOS
435
MGO One Seven
Ohio
$910K +$134K +1,329 +17%
WP
436
WealthShield Partners
North Carolina
$901K +$148K +1,467 +19%
SAM
437
Strategy Asset Managers
California
$890K +$235K +2,335 +35%
TFF
438
The Family Firm
Maryland
$883K +$37.3K +370 +4%
VCWA
439
Vanguard Capital Wealth Advisors
Colorado
$877K +$888K +8,811 New
CP
440
Castleview Partners
Texas
$872K +$26.1K +259 +3%
AA
441
Alesco Advisors
New York
$856K +$867K +8,600 New
SWM
442
SeaCrest Wealth Management
New York
$853K +$263K +2,611 +44%
4FG
443
4Thought Financial Group
New York
$847K -$647K -6,420 -43%
ACM
444
Ategra Capital Management
Virginia
$841K +$851K +8,450 New
DAS
445
Dynamic Advisor Solutions
Arizona
$836K -$160K -1,585 -16%
HHGC
446
Hunting Hill Global Capital
New York
$827K -$1.03M -10,265 -55%
CAM
447
Cresset Asset Management
Illinois
$805K +$815K +8,086 New
FFA
448
Farther Finance Advisors
California
$803K +$813K +8,064 New
HI
449
Harbour Investments
Wisconsin
$787K +$272K +2,695 +52%
IFG
450
Independent Financial Group
California
$786K +$595K +5,903 +296%