iShares 20+ Year Treasury Bond ETF
TLT
637 hedge funds and large institutions have $16.4B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 204 increasing their positions, 234 reducing their positions, and 111 closing their positions.
22% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 111
2% more funds holding
Funds holding: 623 → 637 (+14)
0% more capital invested
Capital invested by funds: $16.3B → $16.4B (+$22.5M)
3.19% less ownership
Funds ownership: 88.94% → 85.75% (-3.2%)
13% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 234
35% less call options, than puts
Call options by funds: $3.85B | Put options by funds: $5.94B
38% less funds holding in top 10
Funds holding in top 10: 77 → 48 (-29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.1B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$635M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$263M |
| 4 |
Barclays
London,
United Kingdom
|
+$220M |
| 5 |
BlackRock
New York
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$516M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$311M |
| 3 |
Morgan Stanley
New York
|
-$196M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$106M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$86M |
TLT Hedge Fund Activity: Q4 2020 in Review
637 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2020, worth a combined $16.4B — up 0.14% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new TLT positions and 111 closed out — a net gain of 24 holders — while 204 added to existing stakes and 234 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.1B. The largest seller was UBS Group, cutting an estimated $516M.
- 637 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2020, up from 623 in Q3 2020.
- Funds reported $16.4B of iShares 20+ Year Treasury Bond ETF stock for Q4 2020, up 0.14% quarter-over-quarter.
- 135 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2020 and 111 closed out, a net change of +24 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $1.1B added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2020 was UBS Group, an estimated $516M sold.
Based on aggregated 13F filings for Q4 2020.