We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
451
Jaffetilchin Investment Partners
Florida
$403K +$143K +1,034 +43%
EAM
452
Empirical Asset Management
Massachusetts
$402K -$28.6K -207 -6%
SL
453
SWMG LLC
Texas
$395K -$294K -2,134 -42%
GVAG
454
Great Valley Advisor Group
Delaware
$395K +$54.3K +394 +15%
Wealthfront Advisers
455
Wealthfront Advisers
California
$387K +$138K +1,000 +52%
Walleye Capital
456
Walleye Capital
New York
$386K +$403K +2,920 New
T
457
TNF
Montana
$384K +$5.1K +37 +1%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$384K +$401K +2,908 New
OIA
459
OneDigital Investment Advisors
Kansas
$380K +$19.7K +143 +5%
ML
460
McAdam LLC
Pennsylvania
$373K +$389K +2,822 New
TCA
461
Transcend Capital Advisors
New Jersey
$370K -$359K -2,606 -48%
CYG
462
Clean Yield Group
Vermont
$363K -$200K -1,450 -35%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$361K +$24.1K +175 +7%
CWM
464
Chemistry Wealth Management
New York
$359K +$375K +2,717 New
WAL
465
W Advisors LLC
Tennessee
$359K +$375K +2,721 New
DC
466
Davenport & Co
Virginia
$349K +$9.65K +70 +3%
AWM
467
Avior Wealth Management
Nebraska
$348K -$5.93K -43 -2%
WWM
468
Western Wealth Management
Colorado
$347K +$362K +2,623 New
IAIM
469
International Assets Investment Management
Florida
$345K -$2.07K -15 -0.6%
PCS
470
Personal CFO Solutions
New Jersey
$343K -$1.43M -10,334 -80%
AR
471
Apeiron RIA
Texas
$343K -$304K -2,206 -45%
GLA
472
Good Life Advisors
Pennsylvania
$334K -$81.4K -590 -19%
CFS
473
CRA Financial Services
New Jersey
$331K
BIP
474
Blueprint Investment Partners
North Carolina
$326K -$206K -1,497 -38%
LCP
475
Legacy Capital Partners
Wisconsin
$321K +$335K +2,431 New

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.