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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
526
Bison Wealth
Georgia
$34K -$3.79K -23 -10%
LDFR
527
Lehman & Derafelo Financial Resources
Pennsylvania
$34K
RCA
528
Ranch Capital Advisors
Florida
$32K +$31.3K +190 New
SBL
529
Sargent Bickham Lagudis
Colorado
$31K -$31.3K -190 -50%
BCA
530
Bray Capital Advisors
Florida
$31K
CHA
531
Carmichael Hill & Associates
Maryland
$31K +$6.75K +41 +27%
TFGT
532
TS Financial Group (TSFG)
Illinois
$31K +$30K +182 +2,600%
HGWM
533
Harvest Group Wealth Management
Massachusetts
$29K +$4.77K +29 +20%
SCA
534
Stonebridge Capital Advisors
Minnesota
$27K
JCM
535
Jacobi Capital Management
Pennsylvania
$27K +$494 +3 +2%
AIC
536
Archer Investment Corporation
Indiana
$26.7K
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$26K +$1.65K +10 +7%
MLFP
538
MPS Loria Financial Planners
Illinois
$25K +$25.5K +155 New
CFD
539
Creative Financial Designs
Indiana
$24K
IF
540
Ironwood Financial
Arizona
$21K
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$20K +$13.7K +83 +213%
CWM
542
Campbell Wealth Management
Virginia
$20K +$19.9K +121 New
AWMS
543
Advocacy Wealth Management Services
Georgia
$19K
BFO
544
Biltmore Family Office
North Carolina
$19K
CFG
545
CKW Financial Group
Hawaii
$19K
APWA
546
Atlas Private Wealth Advisors
New Jersey
$19K +$19.4K +118 New
SQA
547
Simon Quick Advisors
New Jersey
$18K -$39.8K -242 -69%
CYG
548
Clean Yield Group
Vermont
$18K +$18.1K +110 New
CHC
549
City Holding Co
West Virginia
$16K -$6.91K -42 -30%
EW
550
Evoke Wealth
California
$16K +$16K +97 New

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.