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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
526
Harvest Fund Management
China
$23K
HI
527
Hudock Inc
Pennsylvania
$21K
EI
528
Ellevest Inc
New York
$20K +$21.1K +142 New
CWA
529
Clearview Wealth Advisors
Oregon
$19K +$148 +1 +0.8%
BL
530
Balentine LLC
Georgia
$19K +$19.5K +131 +4,367%
AIA
531
Angeles Investment Advisors
California
$19K +$19.6K +132 New
MAM
532
Meeder Asset Management
Ohio
$18K -$297 -2 -2%
IF
533
Ironwood Financial
Arizona
$18K
TCCM
534
Timber Creek Capital Management
Massachusetts
$18K
CFG
535
CKW Financial Group
Hawaii
$17K
GGI
536
Godsey & Gibb Inc
Virginia
$17K +$17.4K +117 New
AWMS
537
Advocacy Wealth Management Services
Georgia
$16K
VNA
538
Valley National Advisers
Pennsylvania
$14K -$1.93K -13 -12%
TWM
539
Tradition Wealth Management
Minnesota
$14K
WCAMG
540
Woodard & Company Asset Management Group
North Carolina
$14K
CDIA
541
Capital Directions Investment Advisors
Georgia
$14K +$14.4K +97 New
HA
542
Herold Advisors
New York
$14K +$14.8K +100 New
ACA
543
Aptus Capital Advisors
Alabama
$13K -$13.4K -90 -49%
CMBA
544
C.M. Bidwell & Associates
Hawaii
$13K
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K -$25.7K -173 -67%
LS
546
Leelyn Smith
Illinois
$12K -$148 -1 -1%
CCM
547
Covington Capital Management
California
$11K
SCM
548
SevenOneSeven Capital Management
Pennsylvania
$11K
WT
549
Whittier Trust
California
$10K
JWA
550
JFS Wealth Advisors
Pennsylvania
$10K +$9.95K +67 New

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.