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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
GI
476
Gradient Investments
Minnesota
$120K +$30.6K +220 +33%
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
$115K +$49.1K +353 +71%
PFPT
478
Pinnacle Financial Partners (Tennessee)
Tennessee
$110K +$113K +810 New
GRP
479
Global Retirement Partners
California
$104K -$13.8K -99 -11%
CFA
480
Carroll Financial Associates
North Carolina
$103K +$2.78K +20 +3%
APC
481
Aspire Private Capital
North Carolina
$89K +$12.9K +93 +16%
RG
482
Retirement Group
California
$79K +$80.7K +580 New
NG
483
NWK Group
California
$77K +$79.1K +568 New
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$63K +$41.1K +295 +175%
AWM
485
Atticus Wealth Management
Florida
$63K +$65K +467 New
FANJ
486
Financial Architects (New Jersey)
New Jersey
$59K -$1.16M -8,325 -95%
PCIA
487
Prime Capital Investment Advisors
Kansas
$57K +$58.7K +422 New
SBL
488
Sargent Bickham Lagudis
Colorado
$51K
GFPC
489
Global Financial Private Client
Florida
$47.1K +$48.4K +348 New
RIA
490
Realta Investment Advisors
Delaware
$47K +$18.1K +130 +63%
SQA
491
Simon Quick Advisors
New Jersey
$47K +$48.6K +349 New
AF
492
Allworth Financial
California
$46K +$8.49K +61 +22%
TF
493
TimeScale Financial
Massachusetts
$43K
RFA
494
Reilly Financial Advisors
California
$42K +$40.1K +288 +1,309%
S
495
SignatureFD
Georgia
$41K +$11.3K +81 +36%
LDFR
496
Lehman & Derafelo Financial Resources
Pennsylvania
$40K
Qube Research & Technologies (QRT)
497
Qube Research & Technologies (QRT)
United Kingdom
$38K +$39K +280 New
HIA
498
Harbor Investment Advisory
Maryland
$38K +$39.4K +283 New
CTC
499
Central Trust Company
Missouri
$37K -$72.9K -524 -66%
FWM
500
Filbrandt Wealth Management
Wisconsin
$31K +$32.4K +233 New

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.