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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
501
Vectors Research Management
New York
$30K +$27.7K +199 +865%
TCOV
502
Trust Company of Vermont
Vermont
$30K +$31K +223 New
NL
503
NVWM LLC
Pennsylvania
$28K -$562K -4,040 -95%
CFD
504
Creative Financial Designs
Indiana
$27K -$14.3K -103 -34%
TPMI
505
Tilden Park Management I
New York
$27K +$27.8K +200 New
BCA
506
Bray Capital Advisors
Florida
$26K
SIM
507
Sonora Investment Management
Arizona
$26K
PA
508
PSI Advisors
Florida
$24K +$25.6K +184 New
TI
509
tru Independence
Oregon
$23K +$19.6K +141 New
JCM
510
Jacobi Capital Management
Pennsylvania
$22K -$6.62M -47,542 -100%
AIC
511
Archer Investment Corporation
Indiana
$22K +$21K +151 +1,258%
IA
512
Independence Advisors
Pennsylvania
$21K +$21.2K +152 New
HGWM
513
Harvest Group Wealth Management
Massachusetts
$20K -$1.59M -11,445 -99%
MA
514
MUFG Americas
New York
$20K
TWP
515
TFO Wealth Partners
Ohio
$20K +$20.6K +148 New
CHC
516
City Holding Co
West Virginia
$19K
FPB
517
First PREMIER Bank
South Dakota
$19K +$19.8K +142 New
GTAM
518
Global Trust Asset Management
Florida
$16K -$139 -1 -0.9%
AIC
519
Ameritas Investment Company
Nebraska
$16K +$3.34K +24 +26%
CFG
520
CKW Financial Group
Hawaii
$16K +$16.1K +116 New
AWMS
521
Advocacy Wealth Management Services
Georgia
$15K -$418 -3 -3%
BFO
522
Biltmore Family Office
North Carolina
$15K +$15.9K +114 New
KPCM
523
Kings Point Capital Management
New York
$14K
BFC
524
Bedel Financial Consulting
Indiana
$14K +$13.9K +100 New
IFWM
525
Institute for Wealth Management
Colorado
$14K +$14.9K +107 New

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.