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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
526
Weaver Consulting Group
California
$202K +$1.38K +10 +0.7%
PWM
527
Perigon Wealth Management
California
$201K +$8.41K +61 +4%
Cerity Partners
528
Cerity Partners
New York
$200K +$15.6K +113 +8%
S
529
SignatureFD
Georgia
$200K +$158K +1,149 +315%
TWM
530
Tradition Wealth Management
Minnesota
$188K +$183K +1,328 +1,369%
RIM
531
Rockbridge Investment Management
New York
$183K
QC
532
Quent Capital
New York
$175K +$183K +1,325 +66,250%
FWM
533
Focused Wealth Management
New York
$172K +$124K +900 +225%
GRP
534
Global Retirement Partners
California
$172K +$200K +1,447 New
EDRH
535
Edmond de Rothschild Holding
Switzerland
$169K
PFS
536
Prospera Financial Services
Texas
$169K +$176K +1,277 New
JEST
537
JTC Employer Solutions Trustee
Jersey
$165K
GWM
538
Geneos Wealth Management
Colorado
$151K +$32.6K +236 +26%
UB
539
UMB Bank
Missouri
$148K
SSB
540
Sandy Spring Bank
Maryland
$146K -$14.2K -103 -9%
State of Tennessee, Department of Treasury
541
State of Tennessee, Department of Treasury
Tennessee
$145K -$2.17M -15,700 -93%
NG
542
NWK Group
California
$144K +$1.24K +9 +0.8%
WWP
543
WR Wealth Planners
Missouri
$141K +$147K +1,068 New
TFS
544
TrustCore Financial Services
Tennessee
$140K -$110K -798 -43%
FAG
545
Fortitude Advisory Group
Washington
$138K +$24.8K +180 +21%
TCM
546
Tradewinds Capital Management
Washington
$132K
CCM
547
Covington Capital Management
California
$125K +$120K +870 +1,192%
FA
548
Faithward Advisors
Pennsylvania
$124K +$24K +174 +23%
PGAM
549
Princeton Global Asset Management
New Jersey
$119K -$27.6K -200 -18%
HWMA
550
Heritage Wealth Management (Arizona)
Arizona
$116K +$121K +875 New

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.