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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
551
Advanced Research Investment Solutions
California
$9.53K +$9.8K +66 New
CPC
552
Consolidated Planning Corp
Georgia
$9K +$9.65K +65 New
TCWM
553
Total Clarity Wealth Management
Illinois
$9K +$9.65K +65 New
GEA
554
Glen Eagle Advisors
New Jersey
$8.97K +$297 +2 +3%
AF
555
Advisornet Financial
Minnesota
$8K -$72.9K -491 -89%
LWA
556
Lenox Wealth Advisors
New York
$8K +$4.31K +29 +107%
BWM
557
Baystate Wealth Management
Massachusetts
$8K +$4.6K +31 +148%
SC
558
Solstein Capital
California
$7K -$92.8K -625 -93%
SL
559
Savior LLC
Massachusetts
$6K -$261K -1,758 -98%
CWP
560
Concord Wealth Partners
Virginia
$6K -$7.42K -50 -54%
APC
561
Aspire Private Capital
North Carolina
$6K -$148 -1 -2%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$6K
GLLW
563
Graves Light Lenhart Wealth
Virginia
$6K
JHCP
564
Jackson Hole Capital Partners
Oklahoma
$6K
BC
565
Barnett & Company
Tennessee
$6K +$6.68K +45 New
TWA
566
TCI Wealth Advisors
Arizona
$6K +$6.68K +45 New
CAL
567
Capital Analysts LLC
Pennsylvania
$5K -$2.08K -14 -30%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$445 -3 -8%
EVM
569
Eaton Vance Management
Massachusetts
$5K
GIP
570
Granite Investment Partners
California
$5K
SWM
571
Selective Wealth Management
Virginia
$5K
CI
572
Cordant Inc
Oregon
$5K +$5.49K +37 New
BWP
573
Baldwin Wealth Partners
Massachusetts
$5K +$5.64K +38 New
CB
574
CNB Bank
Pennsylvania
$5K +$5.64K +38 New
BC
575
Bartlett & Co
Ohio
$4K

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.