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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$121M -$17.5M -126,898 -12%
Ameriprise
27
Ameriprise
Minnesota
$120M +$48.3M +350,133 +63%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$113M +$10.3M +74,783 +10%
LPL Financial
29
LPL Financial
California
$95.5M +$24.9M +180,667 +33%
Stifel Financial
30
Stifel Financial
Missouri
$93.1M -$12.5M -90,354 -11%
OA
31
Oxbow Advisors
Texas
$88.4M +$34M +246,475 +58%
Simplex Trading
32
Simplex Trading
Illinois
$86.2M +$90.1M +652,921 New
JP Morgan Chase
33
JP Morgan Chase
New York
$86M -$515M -3,733,861 -85%
RJA
34
Raymond James & Associates
Florida
$85.7M +$53.8M +389,837 +150%
CWM
35
CIBC World Markets
New York
$81.4M +$85M +616,332 New
FTUS
36
Flow Traders U.S.
New York
$81M +$84.6M +613,491 New
HF
37
HRT Financial
New York
$68.9M +$36.5M +264,289 +103%
Truist Financial
38
Truist Financial
North Carolina
$68.7M +$49.6M +359,648 +224%
CF
39
Clarity Financial
Texas
$66.2M +$30.7M +222,792 +80%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$62.5M +$66.1M +479,421 New
PI
41
PFS Investments
Georgia
$61.5M +$9.95M +72,149 +18%
CWM
42
Congress Wealth Management
Massachusetts
$59.7M -$944K -6,843 -1%
MAM
43
Madison Asset Management
Wisconsin
$56.7M +$2.58M +18,735 +5%
Osaic Holdings
44
Osaic Holdings
Arizona
$54.7M -$28.9M -209,352 -33%
AssetMark Inc
45
AssetMark Inc
California
$53.7M -$403M -2,923,400 -88%
MD
46
Money Design
Japan
$51.3M +$6.92M +50,173 +15%
Goldman Sachs
47
Goldman Sachs
New York
$50.4M -$765M -5,548,248 -94%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$47.5M -$2.01M -14,582 -4%
FNC
49
First National Corp
Massachusetts
$47M +$49.1M +355,799 New
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$46.7M -$3.5M -25,362 -7%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.