TLT icon

iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
576
Venturi Wealth Management
Texas
$411K -$9.44M -88,729 -96%
RW
577
Rede Wealth
Virginia
$411K +$411K +3,867 New
EWM
578
EPG Wealth Management
Georgia
$407K +$407K +3,824 New
MCM
579
Monument Capital Management
Virginia
$404K -$2.1M -19,711 -84%
Betterment LLC
580
Betterment LLC
New York
$402K -$2.68M -25,173 -87%
AWP
581
Accretive Wealth Partners
New Jersey
$394K +$4.68K +44 +1%
AFWM
582
AMJ Financial Wealth Management
Virginia
$388K
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$388K -$57.9K -544 -13%
WAL
584
W Advisors LLC
Tennessee
$386K +$92.2K +867 +31%
MFG
585
Merit Financial Group
Georgia
$381K -$87.8K -825 -19%
NFSG
586
Newbridge Financial Services Group
Florida
$380K +$338K +3,177 +806%
TIAM2
587
Tru Independence Asset Management 2
Oregon
$377K +$377K +3,540 New
CWM
588
Congress Wealth Management
Massachusetts
$372K -$107K -1,008 -22%
TI
589
Trexquant Investment
Connecticut
$371K -$414K -3,896 -53%
CBFP
590
Cedar Brook Financial Partners
Ohio
$370K -$75.4K -709 -17%
MAM
591
Milestone Asset Management
Pennsylvania
$368K -$11K -103 -3%
AWE
592
Avidian Wealth Enterprises
Texas
$368K -$437K -4,110 -54%
SS
593
Sunbelt Securities
Texas
$365K -$37.3K -356 -9%
WAM
594
Worth Asset Management
Texas
$364K +$289K +2,719 +388%
HA
595
Herold Advisors
New York
$363K +$363K +3,410 New
VCWA
596
Vanguard Capital Wealth Advisors
Colorado
$357K -$580K -5,456 -62%
NWMG
597
National Wealth Management Group
Ohio
$356K +$87.3K +837 +32%
TIA
598
Tiemann Investment Advisors
California
$354K
NHC
599
Nicholas Hoffman & Company
Georgia
$352K +$352K +3,305 New
LOPW
600
Live Oak Private Wealth
North Carolina
$351K