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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
501
FinTrust Capital Advisors
South Carolina
$113K -$110K -666 -49%
GI
502
Gradient Investments
Minnesota
$108K -$4.28K -26 -4%
PA
503
Procyon Advisors
Connecticut
$107K
EW
504
Element Wealth
Mississippi
$104K -$29.8K -181 -22%
NG
505
NWK Group
California
$103K +$2.8K +17 +3%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$47.9K +291 +131%
First Manhattan
507
First Manhattan
New York
$83K +$84.1K +511 New
EP
508
Eudaimonia Partners
Tennessee
$81K -$80.3K -488 -50%
SIS
509
Sound Income Strategies
Florida
$70K
FPB
510
First PREMIER Bank
South Dakota
$67K +$14.7K +89 +28%
ACA
511
Aptus Capital Advisors
Alabama
$66K +$51.4K +312 +339%
FA
512
Faithward Advisors
Pennsylvania
$63K -$5.93K -36 -9%
PIMG
513
Patriot Investment Management Group
Tennessee
$60K +$60.3K +366 New
APC
514
Aspire Private Capital
North Carolina
$59K -$45.3K -275 -43%
OPS
515
Orion Portfolio Solutions
Nebraska
$58K -$99.1K -602 -63%
RFA
516
Reilly Financial Advisors
California
$58K
FWP
517
FAS Wealth Partners
Kansas
$55K +$55.3K +336 New
LWM
518
Lenox Wealth Management
Ohio
$54K -$1.17M -7,129 -96%
TF
519
TimeScale Financial
Massachusetts
$53K
GFPC
520
Global Financial Private Client
Florida
$46.6K
AF
521
Allworth Financial
California
$46K -$13.3K -81 -22%
RG
522
Retirement Group
California
$43K +$42.8K +260 New
WEC
523
Winslow Evans & Crocker
Massachusetts
$41K +$7.57K +46 +23%
GAM
524
Gemmer Asset Management
California
$41K +$8.23K +50 +25%
VRM
525
Vectors Research Management
New York
$36K

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.