We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
MI
426
Motiv8 Investments
Florida
$3.86M +$512K +5,313 +16%
SC
427
Scotia Capital
Ontario, Canada
$3.8M +$526K +5,455 +16%
ACA
428
Aptus Capital Advisors
Alabama
$3.78M +$178K +1,844 +5%
MWM
429
Modern Wealth Management
Kansas
$3.78M +$969K +10,044 +35%
SAW
430
Signal Advisors Wealth
Michigan
$3.78M +$3.71M +38,492 New
FFN
431
Focus Financial Network
Minnesota
$3.76M +$1.41M +14,587 +62%
WP
432
WealthShield Partners
North Carolina
$3.68M +$71K +736 +2%
KFSC
433
Keystone Financial Services (Colorado)
Colorado
$3.68M -$389K -4,035 -10%
RIA
434
Regal Investment Advisors
Michigan
$3.67M +$359K +3,723 +11%
SCI
435
Stableford Capital II
Arizona
$3.65M -$8K -83 -0.2%
CFA
436
Cahill Financial Advisors
Minnesota
$3.64M +$1.37M +14,219 +62%
CAM
437
Cresset Asset Management
Illinois
$3.62M +$621K +6,437 +21%
NAS
438
NWF Advisory Services
California
$3.6M +$513K +5,315 +17%
KWA
439
Kingswood Wealth Advisors
California
$3.6M +$1.73M +17,992 +96%
SCM
440
Sheridan Capital Management
California
$3.6M -$18.6K -193 -0.5%
BWG
441
Boomfish Wealth Group
Georgia
$3.59M +$2.68M +27,831 +318%
TW
442
TrinityPoint Wealth
Connecticut
$3.57M -$15.3K -159 -0.4%
BWA
443
Beam Wealth Advisors
Louisiana
$3.53M -$18.1K -188 -0.5%
CCM
444
Crabel Capital Management
California
$3.52M +$1.52M +15,789 +79%
FCA
445
Fortis Capital Advisors
Kansas
$3.51M +$3.45M +35,811 New
KJWM
446
Kiley Juergens Wealth Management
Washington
$3.51M +$1.34M +13,849 +63%
TI
447
Tidal Investments
Wisconsin
$3.51M +$1.74M +18,007 +101%
BWM
448
Bulltick Wealth Management
Florida
$3.47M -$1.85M -19,220 -35%
AAS
449
Ameritas Advisory Services
Nebraska
$3.42M +$633K +6,564 +23%
APW
450
Aurora Private Wealth
New Jersey
$3.42M +$2.84M +29,483 +549%