We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
501
Moors & Cabot
Massachusetts
$233K -$23.9K -162 -9%
HGERS
502
Householder Group Estate & Retirement Specialist
Arizona
$232K +$231K +1,565 New
AC
503
Avestar Capital
New York
$227K
SGI
504
Summit Global Investments
Utah
$226K +$14.1K +96 +7%
OFG
505
OmniStar Financial Group
North Carolina
$226K +$17.1K +116 +8%
CIAS
506
CFS Investment Advisory Services
New Jersey
$226K +$234K +1,587 New
PIA
507
Pinion Investment Advisors
Kansas
$225K -$16.7K -113 -7%
WCG
508
Weaver Consulting Group
California
$225K
TNBTD
509
Trustmark National Bank Trust Department
Mississippi
$223K -$66.3K -450 -23%
PA
510
PFG Advisors
Arizona
$223K +$221K +1,502 New
Point72 Asset Management
511
Point72 Asset Management
Connecticut
$222K
CIAS
512
Capital Investment Advisory Services
North Carolina
$221K
Balyasny Asset Management
513
Balyasny Asset Management
Illinois
$220K -$27.7M -187,858 -99%
CPW
514
Catalyst Private Wealth
California
$218K -$20.6K -140 -9%
NFC
515
Northeast Financial Consultants
Connecticut
$218K
LTL
516
Lowery Thomas LLC
California
$217K +$216K +1,465 New
PWM
517
Perigon Wealth Management
California
$216K +$6.78K +46 +3%
WC
518
Whitney & Co
New York
$215K -$1.47K -10 -0.7%
PA
519
Parkside Advisors
California
$214K
MCC
520
Money Concepts Capital
Florida
$211K +$210K +1,425 New
Loomis, Sayles & Company
521
Loomis, Sayles & Company
Massachusetts
$208K +$182K +1,234 +730%
Cerity Partners
522
Cerity Partners
New York
$207K +$206K +1,398 New
CWM
523
Cedar Wealth Management
California
$206K +$205K +1,390 New
CC
524
Cypress Capital
Tennessee
$206K +$205K +1,393 New
RIM
525
Rockbridge Investment Management
New York
$205K