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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
576
Oakworth Capital
Alabama
$4K +$4.28K +26 New
S
577
SignatureFD
Georgia
$3K -$226K -1,374 -99%
PMFA
578
Plante Moran Financial Advisors
Michigan
$3K -$214K -1,300 -98%
TI
579
tru Independence
Oregon
$2.17K +$2.18M +13,271 New
WIM
580
Westside Investment Management
California
$2.05K +$54.8K +333 +3%
SWM
581
Selective Wealth Management
Virginia
$2K +$1.98K +12 New
AAP
582
Arax Advisory Partners
Colorado
$1K
LGWM
583
Litman Gregory Wealth Management
California
$1K
VCM
584
Versant Capital Management
Arizona
$1K
BWL
585
Bogart Wealth LLC
Virginia
$1K +$1.32K +8 New
FFC
586
First Financial Corp
Indiana
$1K +$1.48K +9 New
FCH
587
Freestone Capital Holdings
Washington
$238 +$4.77K +29 +2%
BA
588
Bridgewater Associates
Connecticut
-$279M -1,692,081 Closed
Charles Schwab
589
Charles Schwab
California
-$161M -977,936 Closed
HSBC Holdings
590
HSBC Holdings
United Kingdom
-$96.5M -586,460 Closed
AWM
591
Affinity Wealth Management
Delaware
-$52M -309,387 Closed
WI
592
WBI Investments
New Jersey
-$26.7M -162,074 Closed
FTUS
593
Flow Traders U.S.
New York
-$23.9M -145,009 Closed
NL
594
NEPC LLC
Massachusetts
-$10.6M -64,072 Closed
WC
595
Wexford Capital
Florida
-$8.8M -53,365 Closed
MWM
596
Merriman Wealth Management
Washington
-$8.03M -48,658 Closed
KPW
597
Kore Private Wealth
New York
-$7.37M -44,679 Closed
MFM
598
MD Financial Management
Ontario, Canada
-$5.71M -34,603 Closed
TC
599
Trilogy Capital
California
-$5.49M -32,732 Closed
GFPC
600
Global Financial Private Capital
Florida
-$5.21M -31,601 Closed

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.