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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Cambridge Trust
Massachusetts
$115K -$174K -1,265 -59%
APW
552
Acima Private Wealth
Virginia
$106K +$111K +805 New
Qube Research & Technologies (QRT)
553
Qube Research & Technologies (QRT)
United Kingdom
$105K -$406K -2,942 -79%
BEI
554
Benjamin Edwards Inc
Missouri
$105K +$35.6K +258 +48%
EWA
555
EP Wealth Advisors
California
$103K +$107K +777 New
HNWAG
556
High Net Worth Advisory Group
Florida
$101K
FPB
557
First PREMIER Bank
South Dakota
$97K
CHC
558
City Holding Co
West Virginia
$96K
SIS
559
Sound Income Strategies
Florida
$94K +$552 +4 +0.6%
NFSG
560
Newbridge Financial Services Group
Florida
$89K +$6.21K +45 +7%
CT
561
Caldwell Trust
Florida
$88K -$758K -5,497 -89%
SAM
562
Strategic Asset Management
Minnesota
$86K +$89.7K +650 New
OFG
563
Oxford Financial Group
Indiana
$76K
AP
564
Advisors Preferred
Maryland
$66K -$138M -999,651 -100%
RP
565
Rice Partnership
Hawaii
$64K -$14.2K -103 -18%
IAIM
566
Industrial Alliance Investment Management
Quebec, Canada
$63K +$65.9K +478 New
CIR
567
Clear Investment Research
Georgia
$61K -$230K -1,670 -78%
SMG
568
Spectrum Management Group
Indiana
$59K -$1.19M -8,655 -95%
EWM
569
EPG Wealth Management
Georgia
$58K +$138 +1 +0.2%
CFD
570
Creative Financial Designs
Indiana
$55K -$34.6K -251 -38%
WBC
571
West Branch Capital
Massachusetts
$54K
BCV
572
Banque Cantonale Vaudoise
Switzerland
$53K
AWM
573
Aspire Wealth Management
Massachusetts
$51K -$3.31K -24 -6%
WWM
574
Wolff Wiese Magana
California
$50K
TAM
575
Tucker Asset Management
Colorado
$48.5K +$50.6K +367 New

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.