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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
451
RWA Wealth Partners
Massachusetts
$265K -$223K -1,499 -48%
RI
452
Ridgewood Investments
New Jersey
$260K +$235K +1,577 New
CA
453
Cambridge Associates
Massachusetts
$256K +$244K +1,636 New
SS
454
Sunbelt Securities
Texas
$252K -$1.1M -7,392 -83%
DCM
455
Disciplina Capital Management
Tennessee
$252K -$12.3M -82,455 -98%
VWA
456
V Wealth Advisors
Kansas
$251K -$1.35M -9,039 -86%
CIAS
457
Capital Investment Advisory Services
North Carolina
$251K -$38K -255 -14%
BS
458
Boenning & Scattergood
Pennsylvania
$249K
AC
459
Avestar Capital
New York
$247K +$224K +1,500 New
SCG
460
Sonata Capital Group
Washington
$247K +$224K +1,500 New
WCM
461
Wealthcare Capital Management
Virginia
$246K -$619K -4,154 -74%
MAM
462
Meeder Asset Management
Ohio
$244K -$96.4K -647 -30%
SFI
463
SPC Financial Inc
Maryland
$236K +$213K +1,430 New
WCG
464
Weaver Consulting Group
California
$232K +$22.8K +153 +12%
S
465
SignatureFD
Georgia
$230K +$162K +1,088 +356%
SL
466
Savior LLC
Massachusetts
$227K +$18K +121 +10%
HFA
467
High Falls Advisors
New York
$226K -$122K -821 -37%
VWA
468
Visionary Wealth Advisors
Illinois
$225K -$916K -6,146 -82%
VVP
469
Venture Visionary Partners
Ohio
$225K -$180K -1,206 -47%
SG
470
StoneX Group
New York
$225K +$204K +1,366 New
FCA
471
FinTrust Capital Advisors
South Carolina
$224K -$41.9K -281 -17%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$223K -$45.8K -307 -19%
PMFA
473
Plante Moran Financial Advisors
Michigan
$218K +$196K +1,318 +65,900%
SSG
474
Summit Securities Group
New York
$214K -$343K -2,300 -64%
SSB
475
Sandy Spring Bank
Maryland
$210K -$5.66K -38 -3%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.