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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
RP
501
Rice Partnership
Hawaii
$70K -$12.8K -86 -15%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$67K
CTC
503
Central Trust Company
Missouri
$66K -$13.4K -90 -16%
EWM
504
EPG Wealth Management
Georgia
$63K +$65K +438 New
PCA
505
Providence Capital Advisors
North Carolina
$60K +$61.5K +414 New
WBC
506
West Branch Capital
Massachusetts
$59K +$148 +1 +0.2%
WWM
507
Wolff Wiese Magana
California
$54K -$41.6K -280 -43%
S
508
SignatureFD
Georgia
$54K -$5.64K -38 -9%
AIC
509
Archer Investment Corporation
Indiana
$53.5K +$30.9K +208 +128%
AF
510
Allworth Financial
California
$53K +$5.94K +40 +12%
HIA
511
Harbor Investment Advisory
Maryland
$46K +$7.28K +49 +18%
RFA
512
Reilly Financial Advisors
California
$45K
GI
513
Gradient Investments
Minnesota
$39K -$14.1K -95 -26%
APWA
514
Atlas Private Wealth Advisors
New Jersey
$32K -$778K -5,239 -96%
SCA
515
Stonebridge Capital Advisors
Minnesota
$32K -$33.1K -223 -50%
BW
516
Bison Wealth
Georgia
$32K
IRC
517
Investors Research Corp
Georgia
$27K -$4.16K -28 -13%
FFA
518
Founders Financial Alliance
North Carolina
$27K -$1.78K -12 -6%
BCA
519
Bray Capital Advisors
Florida
$27K
PA
520
PSI Advisors
Florida
$27K +$27.6K +186 New
LFG
521
Larson Financial Group
Missouri
$26K +$27K +182 New
VRM
522
Vectors Research Management
New York
$25K
LWP
523
Lumature Wealth Partners
Georgia
$24K -$5.35K -36 -18%
JCM
524
Jacobi Capital Management
Pennsylvania
$24K
Loomis, Sayles & Company
525
Loomis, Sayles & Company
Massachusetts
$24K +$25.1K +169 New

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.