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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$114M +$46.5M +312,229 +83%
VIA
27
Vantagepoint Investment Advisers
District of Columbia
$109M -$11.6M -77,530 -10%
VFA
28
Voya Financial Advisors
Connecticut
$105M +$36.7M +245,961 +64%
Victory Capital Management
29
Victory Capital Management
Texas
$101M +$25.3M +169,997 +38%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$97.6M +$86.5M +580,141 +9,181%
AWM
31
AE Wealth Management
Kansas
$93.5M +$14.7M +98,436 +21%
AssetMark Inc
32
AssetMark Inc
California
$90.7M -$6.71M -45,022 -8%
SS
33
Simplicity Solutions
Minnesota
$88.2M +$16.9M +113,703 +27%
Osaic Holdings
34
Osaic Holdings
Arizona
$84.1M +$76.4M +512,505 New
MAM
35
Madison Asset Management
Wisconsin
$69.4M -$22.2M -148,849 -26%
Stifel Financial
36
Stifel Financial
Missouri
$65.4M -$74.4M -498,941 -55%
B
37
Bailard
California
$64.4M +$57.3M +384,350 +6,259%
CS
38
Credit Suisse
Switzerland
$61.3M +$32.7M +219,676 +145%
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$61.3M +$7.37M +49,459 +15%
TF
40
Trek Financial
Arizona
$56.6M +$25.4M +170,409 +99%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$55.7M -$12.2M -81,708 -19%
RIG
42
RiverFront Investment Group
Virginia
$54.5M +$328K +2,201 +0.7%
AWM
43
Affinity Wealth Management
Delaware
$52M +$46.1M +309,387 New
GAG
44
GM Advisory Group
New York
$51.8M +$6.26M +42,020 +15%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$51.7M +$25.8M +173,189 +124%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$51.1M +$14.8M +99,318 +47%
QI
47
QS Investors
New York
$40.6M -$102M -684,112 -74%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.5M +$21.5M +144,158 +152%
PAG
49
Pinnacle Advisory Group
Maryland
$37.3M -$14.1M -94,819 -30%
RJA
50
Raymond James & Associates
Florida
$36.6M -$56.3M -377,969 -63%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.