TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFWA
501
Paces Ferry Wealth Advisors
Georgia
$2.26M +$2.26M +25,878 New
HT
502
HAP Trading
New York
$2.23M +$1.14M +13,028 +104%
BA
503
Ballew Advisors
Mississippi
$2.23M +$974K +11,400 +78%
SCA
504
Snowden Capital Advisors
New York
$2.22M -$170K -1,948 -7%
XT
505
XTX Topco
Cayman Islands
$2.22M +$1.88M +21,533 +557%
RFWA
506
RPg Family Wealth Advisory
Massachusetts
$2.21M -$79.9K -915 -3%
ACP
507
Argyle Capital Partners
California
$2.2M +$2.2M +25,218 New
MWA
508
Moser Wealth Advisors
Washington
$2.2M -$27.9K -320 -1%
RIM
509
Redwood Investment Management
Arizona
$2.16M -$2.26M -25,887 -51%
CA
510
Cresta Advisors
Texas
$2.16M – – –
CCMW
511
Cypress Capital Management (Wyoming)
Wyoming
$2.16M -$307K -3,514 -12%
SFS
512
Security Financial Services
Indiana
$2.16M +$56.9K +652 +3%
PCA
513
PMV Capital Advisers
Texas
$2.15M +$2.15M +24,650 New
VCM
514
Virtue Capital Management
Tennessee
$2.13M +$79.3K +908 +4%
WIM
515
WealthPlan Investment Management
Nebraska
$2.1M +$1.72M +19,657 +443%
BRWA
516
B. Riley Wealth Advisors
Florida
$2.1M -$4.75M -54,395 -69%
SAW
517
Signal Advisors Wealth
Michigan
$2.09M -$1.27M -14,568 -38%
WPW
518
Watershed Private Wealth
Illinois
$2.08M +$300K +3,439 +17%
PAA
519
Peregrine Asset Advisers
Oregon
$2.08M +$2.08M +23,808 New
IAS
520
Insigneo Advisory Services
Florida
$2.07M -$278K -3,186 -12%
Natixis Advisors
521
Natixis Advisors
Massachusetts
$2.06M +$2.06M +23,606 New
FIB
522
First Interstate Bank
Montana
$2.05M -$47.6K -545 -2%
AFA
523
Atlas Financial Advisors
California
$2.04M -$524K -5,995 -20%
PCA
524
Providence Capital Advisors
North Carolina
$2.02M +$14.1K +162 +0.7%
ACM
525
Alethea Capital Management
Washington
$2.02M – – –
19 20
21
22 23