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iShares 20+ Year Treasury Bond ETF
TLT

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,101 → 1,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03% → 74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144 → 113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B

Top Buyers

Rank Fund Capital Flow
1
GC
GFG Capital
Florida
+$696M
2
Jane Street
Jane Street
New York
+$611M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$324M
4
Bank of America
Bank of America
North Carolina
+$285M
5
Citigroup
Citigroup
New York
+$251M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.86B
2
UBS Group
UBS Group
Switzerland
-$362M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$306M
4
AssetMark Inc
AssetMark Inc
California
-$221M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$198M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
476
Signature Wealth Management Group
Georgia
$2.43M +$23.7K +251 +0.9%
MPCA
477
Madison Park Capital Advisors
Washington
$2.43M +$70K +740 +3%
SFS
478
Security Financial Services
Indiana
$2.43M -$300K -3,170 -11%
CC
479
Centiva Capital
New York
$2.41M +$2.41M +25,489 New
EFG
480
Ehrlich Financial Group
California
$2.4M +$1.76M +18,623 +278%
WPIC
481
White Pine Investment Company
Michigan
$2.38M +$164K +1,729 +7%
GWA
482
GGM Wealth Advisors
Maryland
$2.38M -$5.58M -59,020 -70%
BFEC
483
Benjamin F. Edwards & Company
Missouri
$2.37M +$37.1K +392 +2%
MCM
484
Moore Capital Management
New York
$2.37M +$2.36M +25,000 New
CAM
485
Cresset Asset Management
Illinois
$2.36M +$110K +1,162 +5%
TIA
486
Traphagen Investment Advisors
New Jersey
$2.36M -$14.9M -157,051 -86%
ACP
487
Aveo Capital Partners
Colorado
$2.36M -$2.86M -30,279 -54%
AR
488
Apeiron RIA
Texas
$2.34M -$229K -2,418 -9%
HPM
489
Hoxton Planning & Management
West Virginia
$2.28M -$239K -2,524 -9%
KeyBank National Association
490
KeyBank National Association
Ohio
$2.28M -$1.97M -20,814 -46%
Optiver Holding
491
Optiver Holding
Netherlands
$2.28M -$73.6M -778,608 -97%
NG
492
Norden Group
Utah
$2.27M +$2.27M +24,022 New
Financial Engines Advisors
493
Financial Engines Advisors
California
$2.27M -$4.92M -52,020 -68%
CWM
494
Cahill Wealth Management
Michigan
$2.27M +$200K +2,118 +10%
CFG
495
Carr Financial Group
Massachusetts
$2.22M +$444K +4,693 +25%
UWS
496
Unique Wealth Strategies
Illinois
$2.21M +$2.21M +23,371 New
ACM
497
Alethea Capital Management
Washington
$2.19M -$14.7K -155 -0.7%
MLA
498
My Legacy Advisors
Oregon
$2.18M +$34.9K +369 +2%
MFA
499
Mayflower Financial Advisors
Massachusetts
$2.18M -$140K -1,478 -6%
SIS
500
Sound Income Strategies
Florida
$2.13M +$1.7M +17,935 +390%
18 19
20
21 22

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.