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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
551
Accurate Investment Solutions
Pennsylvania
$14K +$12.5K +84 New
OAM
552
Oppenheimer Asset Management
New York
$12K -$194K -1,304 -95%
CCM
553
Covington Capital Management
California
$12K -$152K -1,023 -93%
LF
554
Lee Financial
Texas
$12K
LS
555
Leelyn Smith
Illinois
$11K -$8.5K -57 -47%
FMP
556
Financial Management Professionals
Texas
$11K +$9.99K +67 New
GEA
557
Glen Eagle Advisors
New Jersey
$10.7K +$3.13K +21 +48%
GWMIA
558
Global Wealth Management Investment Advisory
Florida
$10K +$4.62K +31 +107%
MF
559
Manchester Financial
California
$10K +$9.09K +61 New
MWM
560
MBE Wealth Management
Wisconsin
$9K +$8.2K +55 New
IA
561
Independence Advisors
Pennsylvania
$8K -$15.5K -104 -68%
KFS
562
Kelly Financial Services
Massachusetts
$7.09K
PG
563
Proffitt & Goodson
Tennessee
$7K -$894 -6 -13%
JHCP
564
Jackson Hole Capital Partners
Oklahoma
$7K
TCM
565
Tradewinds Capital Management
Washington
$7K +$5.96K +40 New
FHA
566
First Horizon Advisors
Tennessee
$7K +$7.16K +48 New
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$6K
RCA
568
Rowland Carmichael Advisors
Arizona
$6K +$5.37K +36 New
HFA
569
HC Financial Advisors
California
$6K +$5.66K +38 New
CCM
570
Cox Capital Management
Massachusetts
$6K +$6.56K +44 New
BA
571
Ballast Advisors
Minnesota
$5K
RBA
572
Richard Bernstein Advisors
New York
$5K
SFSG
573
Stearns Financial Services Group
North Carolina
$5K +$3.28K +22 +314%
WAS
574
Winch Advisory Services
Wisconsin
$5K +$4.77K +32 New
IRC
575
Investors Research Corp
Georgia
$4K +$2.68K +18 +450%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.