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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
451
Avidian Wealth Enterprises
Texas
$277K -$101K -616 -27%
VWA
452
Visionary Wealth Advisors
Illinois
$277K +$54K +328 +24%
VCM
453
Virtue Capital Management
Tennessee
$274K +$275K +1,670 New
PP
454
Pacifica Partners
Canada
$271K -$8.23K -50 -3%
TNBTD
455
Trustmark National Bank Trust Department
Mississippi
$262K -$4.2M -25,504 -94%
AP
456
Advisors Preferred
Maryland
$261K -$2.34M -14,203 -90%
WQ
457
Wealth Quarterback
New Jersey
$259K -$2.76M -16,767 -91%
BEI
458
Benjamin Edwards Inc
Missouri
$255K -$1.29M -7,845 -83%
PFS
459
Prospera Financial Services
Texas
$252K -$806K -4,893 -76%
KFGK
460
Keystone Financial Group (Kentucky)
Kentucky
$250K +$251K +1,523 New
LFA
461
Lighthouse Financial Advisors
Maryland
$250K +$252K +1,528 New
DCM
462
Disciplina Capital Management
Tennessee
$250K
IFG
463
Independent Financial Group
California
$249K -$65.9K -400 -21%
CIAS
464
Capital Investment Advisory Services
North Carolina
$249K
3F
465
360 Financial
Minnesota
$248K +$247K +1,501 New
AC
466
Avestar Capital
New York
$246K
SCG
467
Sonata Capital Group
Washington
$246K
RI
468
Ridgewood Investments
New Jersey
$242K -$16.8K -102 -6%
KM
469
Kalos Management
Georgia
$242K +$239K +1,451 New
MWM
470
Maltin Wealth Management
New Jersey
$240K -$24.7K -150 -9%
DL
471
DOHJ LLC
Washington
$238K +$228K +1,386 New
VC
472
Veracity Capital
Georgia
$236K -$77.2K -469 -25%
SS
473
Sunbelt Securities
Texas
$234K -$16.3K -99 -6%
LWAC
474
Laurel Wealth Advisors (California)
California
$234K +$29K +176 +14%
NFC
475
Northeast Financial Consultants
Connecticut
$233K +$234K +1,421 New

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.