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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
476
Weaver Consulting Group
California
$230K
SW
477
SVB Wealth
Massachusetts
$228K -$107K -648 -32%
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
$226K +$227K +1,378 New
SL
479
Savior LLC
Massachusetts
$225K
CLOS
480
Compagnie Lombard Odier SCmA
Switzerland
$222K +$659 +4 +0.3%
FHB
481
First Hawaiian Bank
Hawaii
$221K +$221K +1,345 New
LC
482
Lindbrook Capital
California
$218K -$275K -1,669 -56%
PWM
483
Perigon Wealth Management
California
$217K -$47.4K -288 -18%
WIP
484
Wellesley Investment Partners
Massachusetts
$207K
SSB
485
Sandy Spring Bank
Maryland
$206K -$2.14K -13 -1%
FANJ
486
Financial Architects (New Jersey)
New Jersey
$206K +$109K +660 +111%
WBC
487
West Branch Capital
Massachusetts
$205K +$206K +1,252 New
PI
488
PEAK6 Investments
Illinois
$201K +$202K +1,225 New
PCG
489
Private Capital Group
Connecticut
$193K -$125K -762 -39%
CL
490
Cabana LLC
Arkansas
$187K -$145M -878,936 -100%
NL
491
NKCFO LLC
Illinois
$167K -$286K -1,740 -63%
SSW
492
Smith Shellnut Wilson
Mississippi
$162K +$4.45K +27 +3%
RP
493
Rice Partnership
Hawaii
$144K -$1.15K -7 -0.8%
MAM
494
Meeder Asset Management
Ohio
$142K -$102K -617 -42%
OSAM
495
O'Shaughnessy Asset Management
Connecticut
$142K -$42.5K -258 -23%
AF
496
Advisornet Financial
Minnesota
$134K -$17.6M -106,975 -99%
CTC
497
Central Trust Company
Missouri
$126K +$65.9K +400 +108%
PF
498
Phoenix Financial
Israel
$124K -$8.27M -50,221 -72%
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$124K +$124K +755 New
PFPT
500
Pinnacle Financial Partners (Tennessee)
Tennessee
$115K +$9.55K +58 +9%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.