We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
551
Family Asset Management
South Carolina
$394K +$399K +3,959 New
KWMG
552
King Wealth Management Group
Florida
$389K +$2.82K +28 +0.7%
BCM
553
Bluefin Capital Management
New York
$388K +$393K +3,900 New
SS
554
Sunbelt Securities
Texas
$382K -$1.63M -16,196 -81%
FFS
555
Founders Financial Securities
Maryland
$378K +$120K +1,190 +46%
WT
556
Whittier Trust
California
$378K +$245K +2,431 +178%
MAM
557
Milestone Asset Management
Pennsylvania
$376K +$359K +3,561 New
RIP
558
RAM Investment Partners
Washington
$375K +$380K +3,771 New
CCFM
559
Clear Creek Financial Management
Washington
$375K -$2.3M -22,807 -86%
FAG
560
Fortitude Advisory Group
Washington
$372K +$108K +1,071 +40%
AWP
561
Accretive Wealth Partners
New Jersey
$364K -$1.24M -12,339 -77%
CFAM
562
Center For Asset Management
Florida
$364K -$1.87M -18,609 -84%
AFWM
563
AMJ Financial Wealth Management
Virginia
$363K -$275K -2,731 -43%
MFA
564
Mayflower Financial Advisors
Massachusetts
$354K -$127K -1,256 -26%
SWRP
565
Summit Wealth & Retirement Planning
California
$353K +$357K +3,547 New
BWA
566
BDO Wealth Advisors
Florida
$340K +$190K +1,885 +123%
SI
567
Sprott Inc
Ontario, Canada
$338K -$1.43M -14,225 -81%
TIA
568
Tiemann Investment Advisors
California
$331K -$218K -2,168 -39%
OPCM
569
Osborne Partners Capital Management
California
$331K +$335K +3,320 New
ICM
570
Islay Capital Management
Texas
$329K -$16.5K -164 -5%
LOPW
571
Live Oak Private Wealth
North Carolina
$329K
CPO
572
Cerity Partners OCIO
New York
$327K -$353K -3,501 -52%
T
573
TCWP
Ohio
$327K -$302K -2,999 -48%
HGWM
574
Horst & Graben Wealth Management
Oregon
$326K +$330K +3,271 New
SBH
575
Segall Bryant & Hamill
Illinois
$318K