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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
WB
576
Webster Bank
Connecticut
$4K
BCWM
577
Bartlett & Co Wealth Management
Ohio
$3.61K
HCP
578
Hexagon Capital Partners
Arkansas
$3K
SFA
579
Semmax Financial Advisors
North Carolina
$3K
SFP
580
Sterling Financial Planning
New Jersey
$3K
GKWIM
581
Gerber Kawasaki Wealth & Investment Management
California
$3K +$445 +3 New
VCWA
582
Vanguard Capital Wealth Advisors
Colorado
$2.42K +$1.14M +7,646 +83%
WIM
583
Westside Investment Management
California
$2.16K +$64.4K +434 +3%
MS
584
Mizuho Securities
Japan
$2K -$148 -1 -6%
1IA
585
1834 Investment Advisors
Wisconsin
$2K
TCWA
586
Ten Capital Wealth Advisors
Washington
$2K
WFO
587
Wealthgate Family Office
Colorado
$2K +$2.38K +16 New
FA
588
Flagstar Advisors
New York
$2K +$2.52K +17 New
JIR
589
James Investment Research
Ohio
$1K -$297 -2 -25%
AAP
590
Arax Advisory Partners
Colorado
$1K
BU
591
BBVA USA
Alabama
$1K
BWL
592
Bogart Wealth LLC
Virginia
$1K
EW
593
Element Wealth
Mississippi
$1K
FCA
594
FinTrust Capital Advisors
South Carolina
$1K
GAM
595
Gemmer Asset Management
California
$1K
LWANC
596
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TC
597
Truvestments Capital
Florida
$1K
VCM
598
Versant Capital Management
Arizona
$1K
IWP
599
IAG Wealth Partners
Wisconsin
$1K +$742 +5 New
HWA
600
HHM Wealth Advisors
Tennessee
$1K +$1.04K +7 New

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.