We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

574 hedge funds and large institutions have $14.5B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $12.9B → $14.5B (+$1.6B)

7.41% more ownership

Funds ownership: 88.3%95.72% (+7.4%)

2% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 203

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

2% less funds holding

Funds holding: 586574 (-12)

11% less funds holding in top 10

Funds holding in top 10: 4742 (-5)

26% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $5.54B

Holders
574
Holders Change
-12
Holders Change %
-2.05%
% of All Funds
9.99%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.73%
New
94
Increased
207
Reduced
203
Closed
98
Calls
$4.08B
Puts
$5.54B
Net Calls
-$1.45B
Net Calls Change
+$1.62B
Name Holding Trade Value Shares
Change
Change in
Stake
QI
26
QS Investors
New York
$117M -$2.6M -18,606 -2%
Citigroup
27
Citigroup
New York
$116M +$98.6M +706,815 +722%
ETC
28
Exchange Traded Concepts
Oklahoma
$114M +$5.94M +42,561 +6%
Osaic Holdings
29
Osaic Holdings
Arizona
$84.1M +$24.2M +173,457 +42%
State Street
30
State Street
Massachusetts
$80.7M +$78M +558,968 New
N
31
Natixis
France
$79.3M +$24.8M +178,000 +48%
VFA
32
Voya Financial Advisors
Connecticut
$65.9M -$66.5M -476,930 -51%
RIG
33
RiverFront Investment Group
Virginia
$65.3M +$96.1K +689 +0.2%
LPL Financial
34
LPL Financial
California
$63.6M -$1.57M -11,251 -2%
PWAG
35
Polaris Wealth Advisory Group
California
$60.3M +$58.4M +418,523 New
RJA
36
Raymond James & Associates
Florida
$54.9M +$9.13M +65,450 +21%
MAM
37
Madison Asset Management
Wisconsin
$53.4M -$19.6M -140,309 -27%
PI
38
PFS Investments
Georgia
$50.8M +$4.5M +32,236 +10%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$45.6M -$5.13M -36,794 -10%
FIM
40
Freedom Investment Management
Connecticut
$40.8M +$2.73M +19,562 +7%
HighTower Advisors
41
HighTower Advisors
Illinois
$39.3M +$4.76M +34,135 +14%
CC
42
Cadinha & Co
Hawaii
$37.4M +$35M +250,863 +2,941%
Truist Financial
43
Truist Financial
North Carolina
$37.4M +$1.03M +7,388 +3%
BCM
44
Brookstone Capital Management
Illinois
$37.3M -$10.4M -74,704 -23%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$37.2M -$12.9M -92,550 -26%
NHFG
46
New Harbor Financial Group
Massachusetts
$35.9M +$12.2M +87,100 +54%
HF
47
HRT Financial
New York
$34.9M -$12.4M -89,016 -27%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$34.4M -$149M -1,068,233 -82%
JG
49
Jefferies Group
New York
$34.4M +$33.2M +238,062 New
BA
50
BCM Advisors
Louisiana
$33.7M +$12.4M +89,124 +67%

TLT Hedge Fund Activity: Q2 2021 in Review

574 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2021, worth a combined $14.5B — up 12% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of TLT and 94 opened new positions — a net loss of 4 holders — while 203 trimmed existing stakes and 207 added.

The largest buyer was Goldman Sachs, adding an estimated $1.17B. The largest seller was JP Morgan Chase, cutting an estimated $1.51B.

  • 574 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $14.5B of iShares 20+ Year Treasury Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 94 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2021 and 98 closed out, a net change of -4 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2021 was Goldman Sachs, an estimated $1.17B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $1.51B sold.

Based on aggregated 13F filings for Q2 2021.