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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
551
Moors & Cabot
Massachusetts
$493K +$168K +1,601 +53%
WAG
552
Wallace Advisory Group
California
$487K
NRI
553
NFP Retirement Inc
California
$486K +$31.9K +305 +7%
MFA
554
Mayflower Financial Advisors
Massachusetts
$483K +$103K +982 +28%
CAIMH
555
Central Asset Investments & Management Holdings
Hong Kong
$479K +$471K +4,500 New
HWM
556
HB Wealth Management
Georgia
$477K -$53.9K -515 -10%
Brown Advisory
557
Brown Advisory
Maryland
$475K +$467K +4,466 New
PA
558
PFG Advisors
Arizona
$474K +$466K +4,452 New
AWM
559
Atticus Wealth Management
Florida
$471K +$414K +3,961 +854%
CCFM
560
Clear Creek Financial Management
Washington
$467K +$65.4K +625 +17%
PFO
561
Pathstone Family Office
New Jersey
$461K +$454K +4,337 New
FEG
562
Fund Evaluation Group
Ohio
$458K -$81.8K -782 -15%
FCA
563
Fortis Capital Advisors
Kansas
$447K +$438K +4,182 +18,183%
WFA
564
Wade Financial Advisory
California
$447K +$440K +4,204 New
PWM
565
Perigon Wealth Management
California
$446K +$439K +4,191 New
T
566
TNF
Montana
$438K -$4.5K -43 -1%
D
567
Dentgroup
Louisiana
$436K +$113K +1,080 +36%
CIA
568
Caerus Investment Advisors
Texas
$436K
MLA
569
My Legacy Advisors
Oregon
$436K +$19.5K +186 +5%
SPWM
570
Straight Path Wealth Management
Michigan
$432K +$6.7K +64 +2%
CM
571
Crystalline Management
Canada
$429K +$136K +1,300 +48%
CAM
572
Cresset Asset Management
Illinois
$428K -$425K -4,065 -50%
NL
573
NKCFO LLC
Illinois
$425K
HFM
574
Harvest Fund Management
China
$422K
KWMG
575
King Wealth Management Group
Florida
$420K +$3.87K +37 +0.9%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.