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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
RBA
551
Richard Bernstein Advisors
New York
$4K +$139 +1 +3%
TWA
552
TCI Wealth Advisors
Arizona
$4K +$278 +2 +8%
GWMIA
553
Global Wealth Management Investment Advisory
Florida
$4K +$835 +6 +26%
BA
554
Ballast Advisors
Minnesota
$4K +$4.18K +30 New
DY
555
Dowling & Yahnke
California
$4K +$4.59K +33 New
FA
556
Forefront Analytics
Pennsylvania
$3K
APWM
557
Atlas Private Wealth Management
New York
$3K +$3.34K +24 New
CFN
558
Cordasco Financial Network
Florida
$2K
BWA
559
BDO Wealth Advisors
Florida
$1K -$989K -7,105 -100%
TFGT
560
TS Financial Group (TSFG)
Illinois
$1K -$8.77K -63 -90%
LGWM
561
Litman Gregory Wealth Management
California
$1K
PO
562
Private Ocean
California
$1K
SIS
563
Sound Income Strategies
Florida
$1K
IRC
564
Investors Research Corp
Georgia
$1K +$557 +4 New
SFSG
565
Stearns Financial Services Group
North Carolina
$1K +$974 +7 New
SMFS
566
Squar Milner Financial Services
California
$1K +$1.39K +10 New
SHWM
567
Silicon Hills Wealth Management
Texas
$583 +$1.53K +11 New
SI
568
Sprott Inc
Ontario, Canada
$311 -$18.9K -136 -6%
LS
569
Leelyn Smith
Illinois
$17 +$17K +122 New
Bank of Nova Scotia
570
Bank of Nova Scotia
Ontario, Canada
-$246M -1,720,003 Closed
MLICM
571
Metropolitan Life Insurance Company (MetLife)
New York
-$143M -995,984 Closed
LP
572
LMR Partners
United Kingdom
-$28.6M -200,000 Closed
PWAG
573
Polaris Wealth Advisory Group
California
-$26.8M -186,458 Closed
NFG
574
Noven Financial Group
Colorado
-$26.5M -184,906 Closed
HIM
575
Hanlon Investment Management
New Jersey
-$17.2M -120,182 Closed

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.