We are live on ! Find out more
TLT icon

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
WWM
476
Western Wealth Management
Colorado
$209K -$54K -362 -22%
CFW
477
CA Family Wealth
California
$209K +$189K +1,267 New
Fisher Asset Management
478
Fisher Asset Management
Washington
$209K +$189K +1,269 New
WIP
479
Wellesley Investment Partners
Massachusetts
$208K +$189K +1,265 New
LWAC
480
Laurel Wealth Advisors (California)
California
$206K +$186K +1,251 New
DJSG
481
D.J. St. Germain
Massachusetts
$203K +$183K +1,229 New
SMFG
482
Sumitomo Mitsui Financial Group
Japan
$202K +$36.5K +245 +25%
SAM
483
Securian Asset Management
Minnesota
$193K +$174K +1,170 New
OFG
484
OmniStar Financial Group
North Carolina
$189K -$891K -5,979 -84%
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$185K +$168K +1,124 New
EP
486
Eudaimonia Partners
Tennessee
$162K -$121K -813 -45%
SSW
487
Smith Shellnut Wilson
Mississippi
$160K +$145K +970 New
OPS
488
Orion Portfolio Solutions
Nebraska
$158K +$7.01K +47 +5%
EWM
489
EPG Wealth Management
Georgia
$147K +$119K +798 +814%
RP
490
Rice Partnership
Hawaii
$146K -$89.3K -599 -40%
EW
491
Element Wealth
Mississippi
$134K -$167K -1,122 -58%
ICM
492
Islay Capital Management
Texas
$130K -$1.49M -9,979 -93%
GSWM
493
Golden State Wealth Management
California
$122K +$110K +739 New
MTC
494
Matrix Trust Company
Colorado
$119K +$107K +721 New
GI
495
Gradient Investments
Minnesota
$113K -$29.2K -196 -22%
PA
496
Procyon Advisors
Connecticut
$107K +$96.9K +650 New
PFPT
497
Pinnacle Financial Partners (Tennessee)
Tennessee
$106K -$24.7K -166 -20%
APC
498
Aspire Private Capital
North Carolina
$105K -$3.28K -22 -3%
NG
499
NWK Group
California
$101K +$6.56K +44 +8%
FANJ
500
Financial Architects (New Jersey)
New Jersey
$98K +$23.7K +159 +36%

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.