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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Madison Asset Management
Wisconsin
$77.2M +$79.3M +569,498 New
NFA
27
Nationwide Fund Advisors
Ohio
$76.5M +$15.9M +114,000 +25%
CL
28
Cabana LLC
Arkansas
$74.7M +$28.4M +204,296 +59%
Ameriprise
29
Ameriprise
Minnesota
$71.7M +$11.8M +84,690 +19%
N
30
Natixis
France
$67.7M +$4.66M +33,500 +7%
FIA
31
Foundations Investment Advisors
Arizona
$66.2M +$23.7M +170,086 +55%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$65.2M +$4.38M +31,482 +7%
AWM
33
AE Wealth Management
Kansas
$63.5M +$14M +100,488 +27%
Truist Financial
34
Truist Financial
North Carolina
$63.3M +$65M +467,157 New
Victory Capital Management
35
Victory Capital Management
Texas
$60M -$378K -2,713 -0.6%
CM
36
Castleark Management
Illinois
$57.1M
SS
37
Simplicity Solutions
Minnesota
$57M +$11.2M +80,330 +24%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$56.8M -$2.93M -21,042 -5%
VFA
39
Voya Financial Advisors
Connecticut
$52.5M +$1.57M +11,274 +3%
Barclays
40
Barclays
United Kingdom
$51.1M -$246M -1,768,496 -82%
Simplex Trading
41
Simplex Trading
Illinois
$45.8M +$46.6M +334,545 +10,455%
DA
42
Duality Advisers
Florida
$45.7M -$11M -78,677 -19%
RIG
43
RiverFront Investment Group
Virginia
$44.5M -$669K -4,808 -1%
CI Investments Inc
44
CI Investments Inc
Ontario, Canada
$43.6M +$16.7M +120,189 +60%
PAG
45
Pinnacle Advisory Group
Maryland
$43.5M +$254K +1,828 +0.6%
TCM
46
Tuttle Capital Management
Connecticut
$42.1M +$1.44M +10,324 +3%
AI
47
Atria Investments
North Carolina
$41M -$11M -79,009 -21%
GAG
48
GM Advisory Group
New York
$36.9M +$1.49M +10,683 +4%
AG
49
Advisor Group
Arizona
$36.2M +$1.04M +7,479 +3%
I
50
IberiaBank
Louisiana
$36M +$11.3M +80,956 +44%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.