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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
451
Financial Advisory Group
Texas
$2.68M -$197K -2,087 -7%
SWM
452
SigFig Wealth Management
California
$2.67M -$842K -8,906 -24%
RVM
453
Robinson Value Management
Texas
$2.67M +$400K +4,226 +18%
CFA
454
Camarda Financial Advisors
Florida
$2.65M +$1.72M +18,185 +185%
CWA
455
Consilio Wealth Advisors
Washington
$2.65M -$259K -2,743 -9%
BWM
456
BCGM Wealth Management
Indiana
$2.65M +$2.65M +27,974 New
NAS
457
NWF Advisory Services
California
$2.64M +$1.48M +15,665 +128%
LA
458
Latitude Advisors
Florida
$2.63M -$1.35M -14,300 -34%
GVAG
459
Great Valley Advisor Group
Delaware
$2.63M +$1.05M +11,076 +66%
VCM
460
Virtue Capital Management
Tennessee
$2.62M +$2.74M +28,937 New
Focus Partners Wealth
461
Focus Partners Wealth
Massachusetts
$2.62M +$204K +2,162 +8%
SEA
462
Stegent Equity Advisors
Texas
$2.59M +$1.33M +14,072 +106%
WAS
463
WESPAC Advisors SoCal
California
$2.57M +$512K +5,410 +25%
FIB
464
First Interstate Bank
Montana
$2.55M -$19.1K -202 -0.7%
BFG
465
Beacon Financial Group
Texas
$2.54M +$471K +4,979 +23%
IAP
466
Indie Asset Partners
Indiana
$2.54M +$91.7K +970 +4%
CWA
467
Clearview Wealth Advisors
Oregon
$2.54M +$1.89M +19,972 +291%
SW
468
Simplicity Wealth
New Jersey
$2.52M -$77.9K -824 -3%
PA
469
PFG Advisors
Arizona
$2.5M +$46.6K +493 +2%
KV
470
Kickstand Ventures
New York
$2.5M -$48K -508 -2%
EL
471
EQ LLC
Washington
$2.5M -$33.3K -352 -1%
OC
472
Oppenheimer & Co
New York
$2.45M +$294K +3,113 +14%
WB
473
WesBanco Bank
West Virginia
$2.44M +$510K +5,397 +26%
JF
474
Joule Financial
Kentucky
$2.44M +$1.36M +14,331 +125%
MG
475
Marex Group
$2.44M +$266K +2,817 +12%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.