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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
501
Berkshire Money Management
Massachusetts
$84K +$75.9K +509 New
CS
502
Capital Square
Tennessee
$83K +$74.5K +500 New
LSA
503
Lion Street Advisors
Texas
$83K +$74.8K +502 New
CG
504
Cutler Group
California
$82K -$33.9M -227,582 -100%
TWA
505
TCI Wealth Advisors
Arizona
$82K +$70.1K +470 +1,741%
SWA
506
Stratos Wealth Advisors
Ohio
$77K +$69.3K +465 New
FA
507
Faithward Advisors
Pennsylvania
$70K -$127K -849 -67%
SIS
508
Sound Income Strategies
Florida
$70K +$62.6K +420 +10,500%
PCIA
509
Prime Capital Investment Advisors
Kansas
$66K -$2.83K -19 -5%
SBL
510
Sargent Bickham Lagudis
Colorado
$62K
CTC
511
Central Trust Company
Missouri
$61K +$15.1K +101 +38%
AF
512
Allworth Financial
California
$60K +$2.98K +20 +6%
RFA
513
Reilly Financial Advisors
California
$59K +$6.86K +46 +15%
SQA
514
Simon Quick Advisors
New Jersey
$58K +$149 +1 +0.3%
TF
515
TimeScale Financial
Massachusetts
$53K
FPB
516
First PREMIER Bank
South Dakota
$53K +$26.7K +179 +126%
AIC
517
Ameritas Investment Company
Nebraska
$51K +$28K +188 +161%
GFPC
518
Global Financial Private Client
Florida
$47.6K -$9.39K -63 -18%
PCM
519
Penserra Capital Management
California
$47K +$42.9K +288 New
HIA
520
Harbor Investment Advisory
Maryland
$45K -$1.64K -11 -4%
BW
521
Bison Wealth
Georgia
$38K -$109K -730 -76%
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$93.2K -625 -74%
TCOV
523
Trust Company of Vermont
Vermont
$37K
VRM
524
Vectors Research Management
New York
$37K
LDFR
525
Lehman & Derafelo Financial Resources
Pennsylvania
$35K -$12.7K -85 -29%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.