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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
501
Cetera Investment Advisers
Illinois
-$221K -1,751 Closed
CMO
502
Covenant Multifamily Offices
Texas
-$210K -1,660 Closed
AW
503
ACG Wealth
Georgia
-$210K -1,659 Closed
SC
504
Stratford Consulting
Texas
-$202K -1,600 Closed
MC
505
Muzinich & Co
New York
-$201K -1,586 Closed
BBHC
506
Brown Brothers Harriman & Co
New York
-$131K -1,040 Closed
SHIM
507
Stone House Investment Management
Pennsylvania
-$127K -1,008 Closed
CHP
508
Cable Hill Partners
Oregon
-$38K -302 Closed
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
-$27K -213 Closed
SAM
510
Shamrock Asset Management
Texas
-$15K -120 Closed
SWM
511
SeaCrest Wealth Management
New York
-$10K -80 Closed
GAM
512
Gemmer Asset Management
California
-$8K -63 Closed
OWD
513
Osborn Williams & Donohoe
Ohio
-$6K -52 Closed
WAM
514
Wealthspire Advisors (Maryland)
Maryland
-$7K -52 Closed
WCM
515
WealthBridge Capital Management
Ohio
-$5K -38 Closed
AIA
516
Alera Investment Advisors
Illinois
-$5K -37 Closed
EWM
517
Edge Wealth Management
New York
-$2K -17 Closed
RTC
518
Riverview Trust Company
Washington
-$2K -17 Closed
PO
519
Private Ocean
California
+$127 +1 New
RFM
520
Royal Fund Management
Florida
+$508 +4 New

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.