We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
CC
576
Commons Capital
Massachusetts
$1.46M
GSIAS
577
Garden State Investment Advisory Services
New Jersey
$1.45M +$156K +1,647 +12%
LA
578
Lane & Associates
New Jersey
$1.45M +$336K +3,548 +30%
OCPWS
579
One Charles Private Wealth Services
Massachusetts
$1.45M +$45.2K +478 +3%
BA
580
Ballew Advisors
Mississippi
$1.43M +$1.05M +11,104 +236%
SAM
581
SignalPoint Asset Management
Missouri
$1.42M -$37.5K -396 -3%
BCG
582
BayBridge Capital Group
California
$1.42M -$4.26K -45 -0.3%
BCM
583
Boltwood Capital Management
California
$1.42M +$30.3K +320 +2%
NPT
584
National Philanthropic Trust
Pennsylvania
$1.42M -$49.3K -521 -3%
GIM
585
Goelzer Investment Management
Indiana
$1.41M -$98.5K -1,041 -7%
CWP
586
Cyndeo Wealth Partners
Florida
$1.41M +$429K +4,536 +44%
DCM
587
Dudley Capital Management
Virginia
$1.39M -$37.5K -397 -3%
RWM
588
Ritholtz Wealth Management
New York
$1.39M +$466K +4,927 +50%
Cerity Partners
589
Cerity Partners
New York
$1.38M -$35K -370 -2%
RIL
590
Rothschild Investment LLC
Illinois
$1.38M +$8.42K +89 +0.6%
AF
591
Advisornet Financial
Minnesota
$1.38M +$42.8K +452 +3%
WP
592
WealthPLAN Partners
Nebraska
$1.38M -$37.4K -395 -3%
KWM
593
Keebeck Wealth Management
Illinois
$1.36M +$44.6K +472 +3%
CWM
594
Certus Wealth Management
California
$1.35M -$162K -1,710 -10%
AIG
595
American International Group
New York
$1.34M
CMI
596
Clare Market Investments
Texas
$1.34M +$337K +3,562 +34%
AWE
597
Avidian Wealth Enterprises
Texas
$1.34M -$834K -8,819 -38%
LAM
598
LifePro Asset Management
California
$1.31M -$204K -2,160 -13%
SAS
599
SMI Advisory Services
Indiana
$1.3M +$1.34M +14,144 New
SL
600
SWMG LLC
Texas
$1.29M -$451K -4,767 -26%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.