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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Geneos Wealth Management
Colorado
$172K -$88.4K -595 -33%
AC
477
AlphaCore Capital
California
$171K +$176K +1,187 New
SSB
478
Sandy Spring Bank
Maryland
$169K
GRP
479
Global Retirement Partners
California
$167K -$119K -799 -41%
ITFISA
480
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$144K
BC
481
Burleson & Co
California
$144K -$371K -2,500 -71%
FGAM
482
Financial Gravity Asset Management
Texas
$144K -$594 -4 -1%
TCM
483
Tradewinds Capital Management
Washington
$144K +$148K +1,000 New
NG
484
NWK Group
California
$141K +$17.2K +116 +14%
AL
485
ADE LLC
Maryland
$136K -$3.12K -21 -2%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$135K +$8.61K +58 +7%
HWMA
487
Heritage Wealth Management (Arizona)
Arizona
$134K +$6.09K +41 +5%
OCM
488
Ovata Capital Management
Hong Kong
$126K -$389K -2,618 -67%
KFS
489
Kelly Financial Services
Massachusetts
$119K -$13.1M -88,008 -99%
NFSG
490
Newbridge Financial Services Group
Florida
$111K -$36.5K -246 -24%
FPB
491
First PREMIER Bank
South Dakota
$107K
CHC
492
City Holding Co
West Virginia
$105K
SIS
493
Sound Income Strategies
Florida
$98K +$6.38K +43 +7%
GIA
494
Goodwin Investment Advisory
Georgia
$91K +$33.4K +225 +57%
FWM
495
Focused Wealth Management
New York
$87K
LDFR
496
Lehman & Derafelo Financial Resources
Pennsylvania
$87K +$17.4K +117 +24%
CFD
497
Creative Financial Designs
Indiana
$84K +$15.7K +106 +22%
SMG
498
Spectrum Management Group
Indiana
$74K +$38K +256 +101%
MA
499
MUFG Americas
New York
$71K +$41.6K +280 +130%
PF
500
Phoenix Financial
Israel
$71K +$2.3M +15,470 New

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.