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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
MI
426
Motiv8 Investments
Florida
$3.01M -$5.53M -58,497 -65%
HIM
427
Hanlon Investment Management
New Jersey
$3M -$2.93M -30,931 -49%
SC
428
Sykon Capital
New York
$3M +$1.86M +19,661 +163%
PCA
429
Prosperity Capital Advisors
Ohio
$3M -$1.07M -11,305 -26%
RJT
430
Raymond James Trust
Florida
$2.99M +$162K +1,717 +6%
MWM
431
Maripau Wealth Management
Indiana
$2.98M -$89K -941 -3%
AC
432
Amitell Capital
Singapore
$2.98M
AP
433
Americana Partners
Texas
$2.96M -$19.9K -210 -0.7%
MWPCG
434
Measured Wealth Private Client Group
New Hampshire
$2.95M -$2.31M -24,458 -44%
EFG
435
Erickson Financial Group
Pennsylvania
$2.95M +$20.7K +219 +0.7%
EWA
436
ERTS Wealth Advisors
Michigan
$2.92M +$2.92M +30,874 New
TI
437
Tidal Investments
Wisconsin
$2.92M +$2.19M +23,199 +303%
RIA
438
Regal Investment Advisors
Michigan
$2.91M -$871K -9,206 -23%
MPW
439
MA Private Wealth
California
$2.9M +$2.9M +30,698 New
ACM
440
Ashford Capital Management
Delaware
$2.9M +$64.2K +679 +2%
SFA
441
Semmax Financial Advisors
North Carolina
$2.87M +$178K +1,885 +6%
GAM
442
Gotham Asset Management
New York
$2.86M +$759K +8,028 +36%
AFG
443
ABLE Financial Group
Arizona
$2.86M -$2.4M -25,334 -46%
IF
444
Intrua Financial
Texas
$2.85M +$2.85M +30,093 New
PCS
445
Private Client Services
Kentucky
$2.84M +$1.02M +10,752 +56%
WW
446
Westshore Wealth
California
$2.83M -$161K -1,703 -5%
PCIA
447
Prime Capital Investment Advisors
Kansas
$2.77M -$455K -4,814 -14%
CWS
448
Cypress Wealth Services
California
$2.76M -$365K -3,856 -12%
BSW
449
Buckingham Strategic Wealth
Missouri
$2.7M +$2.49M +26,314 +1,190%
WC
450
Waterloo Capital
Texas
$2.69M +$2.17M +22,975 +425%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.