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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
551
C.M. Bidwell & Associates
Hawaii
$15K
CI
552
CX Institutional
Indiana
$14K +$14.5K +88 New
CCM
553
Covington Capital Management
California
$12K
SFA
554
Stewardship Financial Advisors
Georgia
$12K +$11.9K +72 New
LS
555
Leelyn Smith
Illinois
$11K +$329 +2 +3%
GEA
556
Glen Eagle Advisors
New Jersey
$10.8K +$165 +1 +2%
MF
557
Manchester Financial
California
$10K
KFS
558
Kelly Financial Services
Massachusetts
$8.52K +$1.48K +9 +21%
GTAM
559
Global Trust Asset Management
Florida
$8K -$8.72K -53 -50%
MA
560
MUFG Americas
New York
$8K
IA
561
Independence Advisors
Pennsylvania
$8K +$165 +1 +2%
FHA
562
First Horizon Advisors
Tennessee
$7K -$659 -4 -8%
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$7K
JWA
564
JFS Wealth Advisors
Pennsylvania
$7K +$6.75K +41 New
LTI
565
Laffer Tengler Investments
Tennessee
$6.39K +$6.42K +39 New
GIP
566
Granite Investment Partners
California
$6K -$744K -4,522 -99%
HFA
567
HC Financial Advisors
California
$6K
RCA
568
Rowland Carmichael Advisors
Arizona
$6K
RBA
569
Richard Bernstein Advisors
New York
$6K +$165 +1 +3%
PG
570
Proffitt & Goodson
Tennessee
$5K -$2.14K -13 -31%
SFSG
571
Stearns Financial Services Group
North Carolina
$5K
WAS
572
Winch Advisory Services
Wisconsin
$5K
CAL
573
Capital Analysts LLC
Pennsylvania
$5K +$5.27K +32 New
GWMIA
574
Global Wealth Management Investment Advisory
Florida
$4K -$6.09K -37 -62%
IRC
575
Investors Research Corp
Georgia
$4K

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.