TLT icon

iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
526
Compagnie Lombard Odier SCmA
Switzerland
$1.16M -$598K -6,737 -34%
AI
527
AXS Investments
New York
$1.15M +$177K +2,000 +18%
SHWM
528
Smith & Howard Wealth Management
Georgia
$1.15M +$443K +5,000 +63%
Brown Advisory
529
Brown Advisory
Maryland
$1.15M -$64.4K -726 -5%
AIM
530
Astor Investment Management
Illinois
$1.11M -$431K -4,861 -28%
TPWA
531
TRUE Private Wealth Advisors
Oregon
$1.11M +$1.11M +12,534 New
FAM
532
Frontier Asset Management
Wyoming
$1.11M -$542K -6,108 -33%
WAM
533
Warberg Asset Management
Illinois
$1.11M +$1.11M +12,500 New
MFG
534
Midwest Financial Group
Kansas
$1.1M +$1.1M +12,342 New
GRP
535
Global Retirement Partners
California
$1.09M -$174K -2,018 -14%
ML
536
McAdam LLC
Pennsylvania
$1.09M +$490K +5,522 +82%
BA
537
Ballast Advisors
Minnesota
$1.07M -$641K -7,231 -37%
OA
538
Oxbow Advisors
Texas
$1.07M +$167K +1,883 +18%
CC
539
Copperleaf Capital
North Carolina
$1.07M +$1.07M +12,018 New
MSFS
540
Main Street Financial Solutions
Pennsylvania
$1.06M -$87.5K -987 -8%
CFG
541
Carr Financial Group
Massachusetts
$1.06M -$284K -3,240 -21%
WCM
542
Windham Capital Management
Massachusetts
$1.05M +$57.5K +648 +6%
JF
543
Joule Financial
Kentucky
$1.05M -$4.45M -50,179 -81%
LA
544
LexAurum Advisors
Kansas
$1.04M +$757K +8,539 +265%
FHA
545
Flagship Harbor Advisors
Massachusetts
$1.04M +$1.04M +11,753 New
SIM
546
Seaview Investment Managers
Florida
$1.04M
RWM
547
Ritholtz Wealth Management
New York
$1.04M +$1.04M +11,671 New
LA
548
Lane & Associates
New Jersey
$1.03M +$765K +8,624 +285%
OIA
549
Optimum Investment Advisors
Illinois
$1.01M +$27.5K +310 +3%
AF
550
Advisornet Financial
Minnesota
$997K +$978K +11,025 +4,989%