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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
Wealth Alliance
New York
$213K -$248K -1,667 -53%
NFC
452
Northeast Financial Consultants
Connecticut
$213K -$48.1K -324 -18%
WC
453
Whitney & Co
New York
$211K -$26K -175 -11%
SMF
454
Sterling Manor Financial
New York
$211K
FFN
455
Focus Financial Network
Minnesota
$210K +$216K +1,458 New
PA
456
Parkside Advisors
California
$208K +$214K +1,442 New
AI
457
Atom Investors
Texas
$208K +$214K +1,443 New
CCWA
458
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$207K -$594K -3,999 -74%
CAS
459
Cascadia Advisory Services
Oregon
$207K +$213K +1,432 New
HPA
460
High Probability Advisors
New York
$206K +$742 +5 +0.4%
IF
461
Intrua Financial
Texas
$206K -$15.6K -105 -7%
SGI
462
Summit Global Investments
Utah
$206K -$2.38K -16 -1%
SWG
463
Summit Wealth Group
Vermont
$206K +$211K +1,424 New
OFG
464
OmniStar Financial Group
North Carolina
$204K -$28.7K -193 -12%
PWM
465
Perigon Wealth Management
California
$204K +$210K +1,412 New
PGAM
466
Princeton Global Asset Management
New Jersey
$202K -$47.5K -320 -19%
W
467
WealthOne
New York
$202K +$208K +1,398 New
RWM
468
Ritholtz Wealth Management
New York
$202K +$208K +1,399 New
BS
469
Boenning & Scattergood
Pennsylvania
$202K +$209K +1,405 New
MW
470
Marcum Wealth
Ohio
$201K +$206K +1,390 New
SP
471
Successful Portfolios
Florida
$200K
RIM
472
Rockbridge Investment Management
New York
$200K +$206K +1,384 +69,200%
HIM
473
HawsGoodwin Investment Management
Tennessee
$197K -$33.7K -227 -14%
JEST
474
JTC Employer Solutions Trustee
Jersey
$180K
SFC
475
SYM Financial Corp
Indiana
$173K

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.