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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
TA
551
Tectonic Advisors
Texas
$1.66M -$30.6K -323 -2%
VAM
552
Vienna Asset Management
California
$1.66M -$1.47M -15,591 -46%
RCM
553
Regency Capital Management
Hawaii
$1.65M +$1.65M +17,403 New
CKAIS
554
Christensen King & Associates Investment Services
Washington
$1.64M +$186K +1,962 +13%
ALC
555
Alexander Labrunerie & Co
Missouri
$1.63M +$1.63M +17,252 New
LSPW
556
Lake Street Private Wealth
Illinois
$1.63M +$53.8K +569 +3%
HCM
557
Hollencrest Capital Management
California
$1.62M +$27.6K +292 +2%
JPLA
558
Joseph P. Lucia & Associates
New York
$1.61M +$618K +6,532 +62%
OFG
559
Omega Financial Group
California
$1.6M +$290K +3,067 +22%
TRCT
560
Tower Research Capital (TRC)
New York
$1.58M -$866K -9,152 -35%
SL
561
Sentinus LLC
Illinois
$1.56M +$1.56M +16,485 New
FHA
562
Flagship Harbor Advisors
Massachusetts
$1.56M +$411K +4,342 +36%
WCM
563
Windham Capital Management
Massachusetts
$1.56M -$24.2K -256 -2%
WIM
564
Westside Investment Management
California
$1.55M -$15.4K -163 -1%
AWM
565
Avior Wealth Management
Nebraska
$1.54M +$1.39M +14,665 +913%
NRI
566
NFP Retirement Inc
California
$1.53M +$1.08M +11,462 +244%
SSCM
567
Spectrum Strategic Capital Management
Oregon
$1.53M +$249K +2,631 +19%
CA
568
Cresta Advisors
Texas
$1.52M +$142K +1,500 +10%
RF
569
Robbins Farley
New Hampshire
$1.49M +$45.9K +485 +3%
OWMIAS
570
One Wealth Management Investment & Advisory Services
Florida
$1.47M +$73.3K +775 +5%
WIM
571
WealthPlan Investment Management
Nebraska
$1.47M -$244K -2,581 -14%
BMCM
572
Black Maple Capital Management
Wisconsin
$1.47M
AA
573
Alesco Advisors
New York
$1.46M
OIA
574
Optimum Investment Advisors
Illinois
$1.46M +$28.4K +300 +2%
AWM
575
Apollon Wealth Management
South Carolina
$1.46M +$474K +5,014 +48%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.