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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
526
Winslow Evans & Crocker
Massachusetts
$34K +$19.4K +130 +176%
GAM
527
Gemmer Asset Management
California
$33K +$29.7K +199 New
BCA
528
Bray Capital Advisors
Florida
$31K
TFA
529
Transamerica Financial Advisors
Florida
$29K +$25.6K +172 New
CBT
530
Capital Bank & Trust
California
$29K +$26.5K +178 New
AIC
531
Archer Investment Corporation
Indiana
$27K
JCM
532
Jacobi Capital Management
Pennsylvania
$27K
SCA
533
Stonebridge Capital Advisors
Minnesota
$27K +$24.3K +163 New
PO
534
Private Ocean
California
$27K +$24.4K +164 +16,400%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$25K -$46.8K -314 -68%
CHA
536
Carmichael Hill & Associates
Maryland
$25K +$9.09K +61 +69%
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K +$22.4K +150 New
SC
538
Steph & Co
Wisconsin
$25K +$22.4K +150 New
CFD
539
Creative Financial Designs
Indiana
$24K -$7.45K -50 -25%
HGWM
540
Harvest Group Wealth Management
Massachusetts
$24K
MA
541
MUFG Americas
New York
$24K
CHC
542
City Holding Co
West Virginia
$23K
IF
543
Ironwood Financial
Arizona
$21K +$18.8K +126 New
AWMS
544
Advocacy Wealth Management Services
Georgia
$19K
BFO
545
Biltmore Family Office
North Carolina
$19K
CFG
546
CKW Financial Group
Hawaii
$19K
CFA
547
Carroll Financial Associates
North Carolina
$17K -$98.1K -658 -86%
GTAM
548
Global Trust Asset Management
Florida
$17K -$1.19K -8 -7%
ACA
549
Aptus Capital Advisors
Alabama
$15K -$149 -1 -1%
CMBA
550
C.M. Bidwell & Associates
Hawaii
$15K

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.