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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
476
Regions Financial Corp
Alabama
$851K +$131K +1,254 +19%
4FG
477
4Thought Financial Group
New York
$848K -$55.4K -529 -6%
VFA
478
Voya Financial Advisors
Connecticut
$843K -$823K -7,869 -49%
AWA
479
Authentikos Wealth Advisory
California
$840K +$882K +8,434 New
BF
480
BOK Financial
Oklahoma
$834K -$461K -4,406 -36%
FA
481
Forefront Analytics
Pennsylvania
$830K +$65K +621 +9%
BIA
482
Biondo Investment Advisors
Pennsylvania
$821K +$5.23K +50 +0.7%
PCMU
483
Paragon Capital Management (Utah)
Utah
$781K -$34.4K -329 -4%
HFA
484
High Falls Advisors
New York
$777K +$107K +1,023 +16%
JWCA
485
J.W. Coons Advisors
Ohio
$773K +$4.6K +44 +0.6%
CWM
486
Cedar Wealth Management
California
$769K
PA
487
Parallel Advisors
California
$762K +$457K +4,370 +156%
SS
488
Simplicity Solutions
Minnesota
$760K +$481K +4,599 +181%
ACA
489
Affinity Capital Advisors
California
$758K +$745K +7,122 New
SWM
490
SeaCrest Wealth Management
New York
$754K -$156K -1,487 -17%
NAM
491
Nationwide Asset Management
Ohio
$753K +$79K +755 +12%
BW
492
Bison Wealth
Georgia
$726K +$722K +6,903 New
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$723K -$41.3K -395 -5%
RSWM
494
Robertson Stephens Wealth Management
California
$723K -$8.18M -78,221 -92%
PFMU
495
Privium Fund Management (UK)
United Kingdom
$719K +$717K +6,857 New
IWA
496
Intercontinental Wealth Advisors
Texas
$718K +$706K +6,750 New
SOS
497
Silver Oak Securities
Tennessee
$714K -$479K -4,579 -41%
BFP
498
Briaud Financial Planning
Texas
$710K +$700K +6,686 New
ML
499
McAdam LLC
Pennsylvania
$707K +$695K +6,644 New
AAS
500
Ameritas Advisory Services
Nebraska
$700K +$694K +6,633 New

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.