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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
SF
26
Synovus Financial
Georgia
$69.6M +$2.48M +20,387 +4%
Deutsche Bank
27
Deutsche Bank
Germany
$65.3M -$27.5M -226,450 -30%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$60.3M -$1.66M -13,635 -3%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$54.7M +$37.5M +308,000 +246%
VFA
30
Voya Financial Advisors
Connecticut
$51.6M +$3.58M +29,436 +8%
Ameriprise
31
Ameriprise
Minnesota
$51.5M -$213M -1,749,699 -81%
RJA
32
Raymond James & Associates
Florida
$49.7M +$24.4M +200,347 +104%
FA
33
FDx Advisors
Illinois
$49.3M +$35.1M +288,325 +284%
CM
34
Castleark Management
Illinois
$49.2M
Jane Street
35
Jane Street
New York
$48M -$27.2M -223,447 -37%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$46.9M +$31M +255,061 +220%
RIG
37
RiverFront Investment Group
Virginia
$43.4M -$3.25M -26,753 -7%
TCM
38
Tuttle Capital Management
Connecticut
$42.1M +$40.9M +336,485 New
Stifel Financial
39
Stifel Financial
Missouri
$42M -$2.67M -21,943 -6%
HCM
40
Howard Capital Management
Georgia
$39.8M +$39.3M +323,268 New
N
41
Natixis
France
$38.5M +$23.7M +194,500 +177%
SCM
42
SCS Capital Management
Massachusetts
$38.1M -$2.6M -21,339 -7%
I
43
IberiaBank
Louisiana
$37M +$8.15M +67,001 +30%
CC
44
Cadinha & Co
Hawaii
$35.5M -$401K -3,299 -1%
GAG
45
GM Advisory Group
New York
$34.5M +$3.05M +25,057 +10%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$32.3M -$75.1M -617,457 -71%
HIM
47
Hanlon Investment Management
New Jersey
$31.2M +$30M +246,701 New
CL
48
Cabana LLC
Arkansas
$31.1M +$28.9M +237,701 +2,777%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$30.5M +$27.3M +224,520 +1,332%
PAG
50
Pinnacle Advisory Group
Maryland
$30.3M -$400K -3,287 -1%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.