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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
501
Safeguard Investment Advisory Group
California
$249K -$10.9K -79 -4%
SAMC
502
Spectrum Asset Management (California)
California
$248K +$259K +1,875 New
FTA
503
Financial & Tax Architects
Missouri
$248K -$539K -3,910 -68%
FWP
504
Firethorn Wealth Partners
Georgia
$246K +$257K +1,865 New
LWAC
505
Laurel Wealth Advisors (California)
California
$241K -$3.31M -23,969 -93%
AIC
506
Archer Investment Corporation
Indiana
$234K +$198K +1,432 +411%
BS
507
Boenning & Scattergood
Pennsylvania
$233K +$22.5K +163 +10%
AF
508
Allworth Financial
California
$232K +$153K +1,111 +172%
IBOK
509
Independence Bank of Kentucky
Kentucky
$230K
CIAS
510
Capital Investment Advisory Services
North Carolina
$229K +$34.3K +249 +17%
OFG
511
OmniStar Financial Group
North Carolina
$226K +$25.8K +187 +12%
CIA
512
Capital Investment Advisors
Georgia
$225K +$6.62K +48 +3%
KWS
513
Keystone Wealth Services
California
$224K +$234K +1,695 New
SIA
514
Soltis Investment Advisors
Utah
$222K -$26.1K -189 -10%
MWM
515
Meridian Wealth Management
Kentucky
$220K +$230K +1,666 New
BJL
516
Brighton Jones LLC
Washington
$217K +$227K +1,643 New
CCM
517
Condor Capital Management
New Jersey
$212K
CAPTRUST Financial Advisors
518
CAPTRUST Financial Advisors
North Carolina
$212K +$79.7K +578 +56%
SFI
519
SPC Financial Inc
Maryland
$211K +$690 +5 +0.3%
TPWM
520
Twelve Points Wealth Management
Massachusetts
$210K -$27.7K -201 -11%
JPLA
521
Joseph P. Lucia & Associates
New York
$209K -$290K -2,105 -57%
AWE
522
Avidian Wealth Enterprises
Texas
$209K +$218K +1,580 New
AC
523
Avestar Capital
New York
$207K +$4.14K +30 +2%
MCM
524
Monarch Capital Management
Indiana
$206K -$27.6K -200 -11%
RJTCONH
525
Raymond James Trust Company of New Hampshire
New Hampshire
$206K +$215K +1,557 New

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.