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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
576
Peak Capital Management
Colorado
-$13.8M -96,240 Closed
ACI
577
AMP Capital Investors
Australia
-$12.6M -88,100 Closed
WAM
578
WT Asset Management
Hong Kong
-$11.4M -80,000 Closed
CCM
579
Callodine Capital Management
Massachusetts
-$10.7M -75,000 Closed
LNC
580
Lincoln National Corp
Pennsylvania
-$10.4M -72,498 Closed
Renaissance Technologies
581
Renaissance Technologies
New York
-$8.37M -58,500 Closed
LFA
582
Legend Financial Advisors
Pennsylvania
-$7.49M -52,313 Closed
AIA
583
Arrow Investment Advisors
Maryland
-$6.99K -48,823 Closed
VF
584
Virtu Financial
New York
-$6.9M -48,232 Closed
RIM
585
Rampart Investment Management
Connecticut
-$5.94M -41,523 Closed
TPWA
586
TRUE Private Wealth Advisors
Oregon
-$4.34M -30,325 Closed
VC
587
Vicus Capital
Pennsylvania
-$3.58M -25,013 Closed
HT
588
HAP Trading
New York
-$3.43M -23,986 Closed
WCM
589
Wildcat Capital Management
New York
-$3.07M -21,544 Closed
Squarepoint
590
Squarepoint
New York
-$2.88M -20,726 Closed
JGC
591
J. Goldman & Co
New York
-$2.78M -20,000 Closed
BCM
592
Beck Capital Management
Texas
-$2.56M -17,925 Closed
PP
593
Prudential plc
United Kingdom
-$2.52M -17,605 Closed
DWA
594
Dorsey Wright & Associates
California
-$2.5M -17,498 Closed
EC
595
Estate Counselors
Wisconsin
-$2.41M -16,870 Closed
State of Tennessee, Department of Treasury
596
State of Tennessee, Department of Treasury
Tennessee
-$2.36M -16,500 Closed
BAM
597
Berkshire Asset Management
Pennsylvania
-$2.18M -15,236 Closed
CCMW
598
Cypress Capital Management (Wyoming)
Wyoming
-$2.1M -14,665 Closed
CWM
599
CIBC World Markets
New York
-$1.67M -11,700 Closed
EIA
600
Eldridge Investment Advisors
New Hampshire
-$1.31M -9,142 Closed

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.