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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
GM
601
GeoWealth Management
Illinois
-$1.19M -8,295 Closed
BCM
602
BlueCrest Capital Management
Jersey
-$1.15M -8,050 Closed
HB
603
Homrich & Berg
Georgia
-$1.14M -7,959 Closed
SBA
604
Secrest Blakey & Associates
North Carolina
-$1.14M -7,946 Closed
M&T Bank
605
M&T Bank
New York
-$1.12M -7,808 Closed
PTC
606
Philadelphia Trust Company
Pennsylvania
-$1.1M -7,680 Closed
ACM
607
Avalon Capital Management
California
-$1.01M -7,081 Closed
WC
608
Wexford Capital
Florida
-$940K -6,567 Closed
BAC
609
Boys Arnold & Co
North Carolina
-$870K -6,094 Closed
CA
610
Calton & Associates
Florida
-$775K -5,415 Closed
JWM
611
Jupiter Wealth Management
Colorado
-$715K -5,000 Closed
CL
612
CSS LLC
Illinois
-$514K -3,696 Closed
DA
613
Doliver Advisors
Texas
-$493K -3,525 Closed
SWM
614
Sequoia Wealth Management
Illinois
-$489K -3,430 Closed
NA
615
Navellier & Associates
Nevada
-$479K -3,346 Closed
SMG
616
Spectrum Management Group
Indiana
-$461K -3,225 Closed
IWS
617
Insight Wealth Strategies
California
-$459K -3,208 Closed
LWAC
618
Laurel Wealth Advisors (California)
California
-$424K -2,963 Closed
BAM
619
Brave Asset Management
New Jersey
-$358K -2,500 Closed
Man Group
620
Man Group
United Kingdom
-$348K -2,500 Closed
MOS
621
MGO One Seven
Ohio
-$314K -2,192 Closed
TI
622
TTP Investments
California
-$308K -2,151 Closed
FNBT
623
FineMark National Bank & Trust
Florida
-$286K -2,000 Closed
PCM
624
Penn Capital Management
Pennsylvania
-$273K -1,907 Closed
CG
625
Colony Group
Massachusetts
-$250K -1,745 Closed

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.