TLT icon

iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
CSWG
451
Cardinal Strategic Wealth Guidance
Kentucky
$3.06M +$201K +2,032 +7%
EFG
452
Erickson Financial Group
Pennsylvania
$3.06M +$22.2K +225 +0.7%
CTC
453
Central Trust Company
Missouri
$3.04M -$607K -6,139 -17%
CWA
454
Consilio Wealth Advisors
Washington
$3.04M +$338K +3,414 +12%
FAG
455
Financial Advisory Group
Texas
$3.01M -$313K -3,165 -9%
XS
456
XR Securities
Illinois
$3M -$3.68M -37,210 -55%
BCP
457
Bayberry Capital Partners
New York
$2.97M
ACM
458
Ashford Capital Management
Delaware
$2.96M -$1M -10,117 -25%
RJT
459
Raymond James Trust
Florida
$2.96M +$538K +5,437 +22%
YWM
460
Yoder Wealth Management
California
$2.9M +$1.78M +18,044 +160%
Point72 Asset Management
461
Point72 Asset Management
Connecticut
$2.87M +$2.87M +29,000 New
HWMC
462
Heritage Wealth Management (California)
California
$2.87M +$2.87M +28,978 New
SFS
463
Security Financial Services
Indiana
$2.85M +$514K +5,199 +22%
Natixis Advisors
464
Natixis Advisors
Massachusetts
$2.83M +$2.83M +28,582 New
SS
465
Sunbelt Securities
Texas
$2.77M +$509K +5,147 +23%
SFA
466
Semmax Financial Advisors
North Carolina
$2.76M +$2.74M +29,695 +13,376%
SKK
467
Shepherd Kaplan Krochuk
Massachusetts
$2.74M -$302K -3,050 -10%
SW
468
Simplicity Wealth
New Jersey
$2.71M +$1.15M +11,625 +73%
AR
469
Apeiron RIA
Texas
$2.69M +$156K +1,576 +6%
FIB
470
First Interstate Bank
Montana
$2.68M -$8.03M -81,175 -75%
DADC
471
D.A. Davidson & Co
Montana
$2.67M +$49K +496 +2%
SWMG
472
Signature Wealth Management Group
Georgia
$2.67M +$2.67M +27,016 New
PIA
473
Panoramic Investment Advisors
Colorado
$2.67M +$925K +9,353 +53%
KV
474
Kickstand Ventures
New York
$2.66M -$6.03M -61,005 -69%
TVM
475
True Vision MN
Minnesota
$2.66M +$2.66M +26,862 New