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iShares 20+ Year Treasury Bond ETF
TLT

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,101 → 1,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03% → 74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144 → 113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B

Top Buyers

Rank Fund Capital Flow
1
GC
GFG Capital
Florida
+$696M
2
Jane Street
Jane Street
New York
+$611M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$324M
4
Bank of America
Bank of America
North Carolina
+$285M
5
Citigroup
Citigroup
New York
+$251M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.86B
2
UBS Group
UBS Group
Switzerland
-$362M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$306M
4
AssetMark Inc
AssetMark Inc
California
-$221M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$198M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Centurion Wealth Management
Virginia
$1.86M -$412K -4,355 -18%
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$1.85M +$1.89M +19,972 New
SAS
528
Sage Advisory Services
Texas
$1.83M +$114K +1,205 +7%
MWM
529
Modern Wealth Management
Kansas
$1.83M +$1.83M +19,305 New
KWS
530
Keystone Wealth Services
California
$1.82M +$101K +1,070 +6%
FAM
531
Frontier Asset Management
Wyoming
$1.82M -$14.6K -154 -0.8%
SL
532
Savior LLC
Massachusetts
$1.79M -$53.9K -570 -3%
GFP
533
Gryphon Financial Partners
Ohio
$1.79M +$1.78M +18,868 New
TWM
534
Tradition Wealth Management
Minnesota
$1.78M -$285K -3,016 -14%
LCM
535
Leisure Capital Management
California
$1.77M +$1.77M +18,714 New
LNC
536
Lincoln National Corp
Pennsylvania
$1.77M +$312K +3,294 +21%
HH
537
Hilltop Holdings
Texas
$1.76M +$355K +3,751 +25%
DWA
538
Delos Wealth Advisors
Texas
$1.75M +$1.68M +17,744 +2,382%
PCM
539
Prelude Capital Management
New York
$1.75M +$1.74M +18,445 New
RSWM
540
Robertson Stephens Wealth Management
California
$1.74M -$418K -4,416 -19%
WPW
541
Watershed Private Wealth
Illinois
$1.73M +$1.73M +18,323 New
CW
542
Channel Wealth
California
$1.73M -$343K -3,625 -17%
BAM
543
Belpointe Asset Management
Nevada
$1.73M -$5.93M -62,692 -77%
DA
544
Detalus Advisors
Missouri
$1.72M +$349K +3,690 +25%
KWM
545
Koa Wealth Management
California
$1.72M -$20.8K -220 -1%
GRP
546
Global Retirement Partners
California
$1.69M -$594K -6,280 -26%
MAM
547
MMA Asset Management
Pennsylvania
$1.68M +$1.14M +12,070 +183%
CCM
548
Crabel Capital Management
California
$1.68M -$1.45M -15,299 -46%
HW
549
Hancock Whitney
Mississippi
$1.67M +$1.67M +17,688 New
TI
550
Trexquant Investment
Connecticut
$1.67M +$817K +8,639 +96%
20 21
22
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TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.