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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
ACK
576
Andrew C. Karlinski
$48K
EWA
577
EverSource Wealth Advisors
Alabama
$47K +$48.7K +353 New
GC
578
Gould Capital
Washington
$45K -$5.52K -40 -11%
WAM
579
Worth Asset Management
Texas
$44K +$51.2K +371 New
TIM
580
Tevis Investment Management
Texas
$43K +$12.7K +92 +38%
DHGWA
581
Dixon Hughes Goodman Wealth Advisors
North Carolina
$39K +$41.2K +299 New
BHWM
582
Beaird Harris Wealth Management
Texas
$32K +$16.3K +118 +96%
TRCT
583
Tower Research Capital (TRC)
New York
$31K +$31.2K +226 +4,520%
FGAM
584
Financial Gravity Asset Management
Texas
$30.3K -$207K -1,504 -36%
BA
585
Bellwether Advisors
Nebraska
$30K +$4.28K +31 +15%
SL
586
Savior LLC
Massachusetts
$30K +$12.3K +89 +63%
GI
587
Gradient Investments
Minnesota
$29K -$7.72K -56 -20%
SCA
588
Stonebridge Capital Advisors
Minnesota
$29K +$30.6K +222 New
CTC
589
Central Trust Company
Missouri
$28K -$44.3K -321 -60%
ACA
590
Aptus Capital Advisors
Alabama
$28K -$30.2K -219 -50%
BCA
591
Bray Capital Advisors
Florida
$25K
BW
592
Bison Wealth
Georgia
$24K
IRC
593
Investors Research Corp
Georgia
$24K
PA
594
PSI Advisors
Florida
$24K
IF
595
Integrity Financial
Wyoming
$22K -$7.04K -51 -24%
MA
596
MUFG Americas
New York
$19K -$5.93K -43 -23%
CWP
597
Concord Wealth Partners
Virginia
$19K -$1.24K -9 -6%
PCA
598
Providence Capital Advisors
North Carolina
$18K -$21.7K -157 -53%
FFA
599
Founders Financial Alliance
North Carolina
$18K -$7.86K -57 -30%
HI
600
Hudock Inc
Pennsylvania
$18K +$6.9K +50 +54%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.