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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
601
Karp Capital Management
California
-$6.56M -48,415 Closed
ICM
602
III Capital Management
Florida
-$6.43M -47,500 Closed
PGEBT
603
Pactiv General Employee Benefit Trust
Illinois
-$6.37M -47,000 Closed
KJHP
604
K.J. Harrison & Partners
Ontario, Canada
-$6.23M -46,000 Closed
AWM
605
Altium Wealth Management
New York
-$4.67M -34,435 Closed
MTB
606
Mizuho Trust & Banking
Japan
-$4.06M -30,000 Closed
SRA
607
Summit Rock Advisors
New York
-$4.05M -29,868 Closed
FF
608
Friedenthal Financial
New Jersey
-$3.96M -29,231 Closed
HF
609
HRT Financial
New York
-$3.09M -22,830 Closed
IMC Chicago
610
IMC Chicago
Illinois
-$3.08M -22,704 Closed
BIA
611
Barry Investment Advisors
Massachusetts
-$2.9M -21,044 Closed
HIP
612
Harrell Investment Partners
Texas
-$2.71M -19,983 Closed
IAA
613
Independent Advisor Alliance
North Carolina
-$2.36M -17,451 Closed
JWCA
614
J.W. Cole Advisors
Florida
-$2.33M -17,164 Closed
FPGK
615
Financial Partners Group (Kansas)
Kansas
-$2.38M -16,641 Closed
PIM
616
Parker Investment Management
California
-$2.22M -16,373 Closed
EDRH
617
Edmond de Rothschild Holding
Switzerland
-$2.21M -16,280 Closed
SCI
618
Stableford Capital II
Arizona
-$1.97M -14,519 Closed
SWMG
619
Signature Wealth Management Group
Georgia
-$1.94M -14,296 Closed
RIA
620
Regal Investment Advisors
Michigan
-$1.88M -13,890 Closed
CM
621
Columbus Macro
Pennsylvania
-$1.63M -11,994 Closed
MTIM
622
Marathon Trading Investment Management
Pennsylvania
-$1.56M -11,527 Closed
Wellington Management Group
623
Wellington Management Group
Massachusetts
-$1.55M -11,416 Closed
CCM
624
Crabel Capital Management
California
-$1.33M -9,837 Closed
BCM
625
Bayesian Capital Management
New York
-$1.33M -9,800 Closed

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.