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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
CCM
476
Ciovacco Capital Management
Georgia
$320K +$6.34K +46 +2%
PFA
477
Professional Financial Advisors
Nebraska
$319K -$9.22M -66,855 -97%
LJAC
478
L.J. Altfest & Co
New York
$313K +$327K +2,369 New
PP
479
Pacifica Partners
Canada
$312K
SCM
480
Shelton Capital Management
Colorado
$302K -$13.8K -100 -4%
SFA
481
Sequoia Financial Advisors
Ohio
$298K +$54.8K +397 +21%
4WM
482
4J Wealth Management
Virginia
$295K -$40.1K -291 -12%
JSL
483
JT Stratford LLC
Georgia
$295K +$308K +2,231 New
AIM
484
Alhambra Investment Management
Florida
$292K +$305K +2,208 New
MFA
485
Mayflower Financial Advisors
Massachusetts
$291K +$117K +850 +63%
Betterment LLC
486
Betterment LLC
New York
$286K +$19.2K +139 +7%
ANB
487
Amarillo National Bank
Texas
$282K
CP
488
Castleview Partners
Texas
$278K -$140M -1,012,996 -100%
BCA
489
Bay Colony Advisors
Massachusetts
$278K +$16.6K +120 +6%
RIA
490
Richwood Investment Advisors
Ohio
$276K -$4.83K -35 -2%
WAM
491
Walker Asset Management
Missouri
$276K +$289K +2,093 New
WCM
492
Windham Capital Management
Massachusetts
$271K
OPWM
493
Oxinas Partners Wealth Management
Indiana
$267K -$943K -6,834 -77%
CP
494
Coho Partners
Pennsylvania
$266K +$34.1K +247 +14%
MW
495
Marcum Wealth
Ohio
$266K +$278K +2,014 New
DA
496
Doliver Advisors
Texas
$264K +$276K +2,000 New
GCA
497
Genesee Capital Advisors
New York
$257K +$552 +4 +0.2%
CAG
498
Csenge Advisory Group
Florida
$256K -$1.86M -13,511 -87%
SFC
499
SYM Financial Corp
Indiana
$254K +$99.9K +724 +60%
LFG
500
Larson Financial Group
Missouri
$251K +$262K +1,902 New

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.