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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
EPG Wealth Management
Georgia
$13K +$13.6K +98 New
CMBA
527
C.M. Bidwell & Associates
Hawaii
$12K
ACM
528
Anfield Capital Management
California
$12K +$11.8K +85 New
THWM
529
Taylor Hoffman Wealth Management
Virginia
$12K +$12.1K +87 New
CHA
530
Carmichael Hill & Associates
Maryland
$12K +$12.4K +89 New
ACA
531
Aptus Capital Advisors
Alabama
$12K +$12.9K +93 New
SFG
532
Sowa Financial Group
Rhode Island
$11K +$11.1K +80 New
EWA
533
Evolution Wealth Advisors
Florida
$11K +$11.4K +82 New
WEC
534
Winslow Evans & Crocker
Massachusetts
$10K
LF
535
Lee Financial
Texas
$10K +$10.4K +75 New
PAA
536
Peregrine Asset Advisers
Oregon
$9K -$1.44M -10,360 -13%
CAGAS
537
Capital Advisory Group Advisory Services
Minnesota
$9K
SFC
538
SYM Financial Corp
Indiana
$9K +$9.74K +70 New
FBT
539
First Bank & Trust
South Dakota
$8K +$8.07K +58 New
PG
540
Proffitt & Goodson
Tennessee
$7K -$2.23K -16 -25%
VNA
541
Valley National Advisers
Pennsylvania
$7K
RMAM
542
Raab & Moskowitz Asset Management
New Jersey
$7K +$8.21K +59 New
JHCP
543
Jackson Hole Capital Partners
Oklahoma
$6K
TFA
544
Tobias Financial Advisors
Florida
$6K +$6.96K +50 New
GEA
545
Glen Eagle Advisors
New Jersey
$5.96K +$557 +4 +10%
KFS
546
Kelly Financial Services
Massachusetts
$5.83K
EIP
547
Ellis Investment Partners
Pennsylvania
$5K
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$5K
CFG
549
Citizens Financial Group
Rhode Island
$4K -$221K -1,590 -98%
CAL
550
Capital Analysts LLC
Pennsylvania
$4K -$418 -3 -10%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.