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iShares 20+ Year Treasury Bond ETF

806 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 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
Wealth Alliance
New York
$415K +$103K +980 +34%
WT
577
Whittier Trust
California
$414K +$10.4K +99 +3%
VWM
578
Venturi Wealth Management
Texas
$411K -$9.28M -88,729 -96%
RW
579
Rede Wealth
Virginia
$411K +$405K +3,867 New
EWM
580
EPG Wealth Management
Georgia
$407K +$400K +3,824 New
MCM
581
Monument Capital Management
Virginia
$404K -$2.06M -19,711 -84%
Betterment LLC
582
Betterment LLC
New York
$402K -$2.63M -25,173 -87%
AWP
583
Accretive Wealth Partners
New Jersey
$394K +$4.6K +44 +1%
AFWM
584
AMJ Financial Wealth Management
Virginia
$388K
BTWM
585
Baker Tilly Wealth Management
Wisconsin
$388K -$56.9K -544 -13%
WAL
586
W Advisors LLC
Tennessee
$386K +$90.7K +867 +31%
MFG
587
Merit Financial Group
Georgia
$381K -$86.3K -825 -19%
NFSG
588
Newbridge Financial Services Group
Florida
$380K +$332K +3,177 +806%
TIAM2
589
Tru Independence Asset Management 2
Oregon
$377K +$370K +3,540 New
CWM
590
Congress Wealth Management
Massachusetts
$372K -$105K -1,008 -22%
TI
591
Trexquant Investment
Connecticut
$371K -$408K -3,896 -53%
CBFP
592
Cedar Brook Financial Partners
Ohio
$370K -$74.2K -709 -17%
MAM
593
Milestone Asset Management
Pennsylvania
$368K -$10.8K -103 -3%
AWE
594
Avidian Wealth Enterprises
Texas
$368K -$430K -4,110 -54%
SS
595
Sunbelt Securities
Texas
$365K -$37.2K -356 -9%
WAM
596
Worth Asset Management
Texas
$364K +$284K +2,719 +388%
HA
597
Herold Advisors
New York
$363K +$357K +3,410 New
VCWA
598
Vanguard Capital Wealth Advisors
Colorado
$357K -$571K -5,456 -62%
NWMG
599
National Wealth Management Group
Ohio
$356K +$87.6K +837 +32%
TIA
600
Tiemann Investment Advisors
California
$354K

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.