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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
576
Arkadios Wealth Advisors
Georgia
$3.3K -$2.32M -15,581 -100%
WIM
577
Westside Investment Management
California
$2.01K +$1.81M +12,169 New
EIP
578
Ellis Investment Partners
Pennsylvania
$2K -$3.43K -23 -58%
LGWM
579
Litman Gregory Wealth Management
California
$1K
TFGT
580
TS Financial Group (TSFG)
Illinois
$1K
AAP
581
Arax Advisory Partners
Colorado
$1K +$596 +4 New
VCM
582
Versant Capital Management
Arizona
$1K +$1.04K +7 New
BWM
583
Baystate Wealth Management
Massachusetts
$1K +$1.34K +9 New
NL
584
NWAM LLC
Washington
$909 -$14.2K -95 -2%
FCH
585
Freestone Capital Holdings
Washington
$235 +$212K +1,422 New
CSIA
586
Charles Schwab Investment Advisory
California
-$142M -1,050,424 Closed
OA
587
Oxbow Advisors
Texas
-$103M -762,010 Closed
CM
588
Castleark Management
Illinois
-$57.1M -421,580 Closed
DA
589
Duality Advisers
Florida
-$45.7M -337,633 Closed
AI
590
Atria Investments
North Carolina
-$41M -302,698 Closed
FA
591
Freestate Advisors
Kansas
-$31.9M -235,811 Closed
PAS
592
Park Avenue Securities
New York
-$25.2M -186,286 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
593
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$20.3M -150,000 Closed
BAM
594
BTS Asset Management
Massachusetts
-$19.3M -141,260 Closed
WA
595
WestEnd Advisors
North Carolina
-$16.5M -121,887 Closed
DS
596
DRW Securities
Illinois
-$11.9M -87,953 Closed
KLC
597
Knowledge Leaders Capital
Colorado
-$9.21M -67,957 Closed
Walleye Trading
598
Walleye Trading
New York
-$9.86M -66,148 Closed
AI
599
ArchPoint Investors
Florida
-$7.24M -53,432 Closed
AUB
600
Atlantic Union Bankshares
Virginia
-$6.62M -48,842 Closed

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.