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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
601
Exchange Traded Concepts
Oklahoma
-$114M -790,144 Closed
NHFG
602
New Harbor Financial Group
Massachusetts
-$35.9M -248,600 Closed
BPC
603
Banque Pictet & Cie
Switzerland
-$27.5M -190,658 Closed
PNAA
604
Pictet North America Advisors
Switzerland
-$27M -187,002 Closed
AF
605
Ally Financial
Michigan
-$24.8M -172,000 Closed
PP
606
Paloma Partners
Connecticut
-$15.9M -109,889 Closed
MWNA
607
Marshall Wace North America
New York
-$10.2M -70,447 Closed
CWG
608
Cornerstone Wealth Group
North Carolina
-$9.82M -64,868 Closed
Northern Trust
609
Northern Trust
Illinois
-$9.16M -64,102 Closed
NWA
610
New World Advisors
Massachusetts
-$8.21M -56,911 Closed
MWM
611
Merriman Wealth Management
Washington
-$7.94M -55,003 Closed
6M
612
6 Meridian
Kansas
-$7.89M -54,660 Closed
AC
613
Amitell Capital
Singapore
-$7.08M -49,056 Closed
T
614
TRUADVICE
Florida
-$6.04M -40,393 Closed
Optiver Holding
615
Optiver Holding
Netherlands
-$5.4M -39,878 Closed
BCM
616
Bluefin Capital Management
New York
-$5.92M -39,850 Closed
CCMG
617
Clark Capital Management Group
Pennsylvania
-$5.33M -36,946 Closed
AC
618
Avory & Company
Florida
-$3.7M -25,607 Closed
PR
619
Payden & Rygel
California
-$2.81M -19,487 Closed
CL
620
Cabana LLC
Arkansas
-$2.34M -16,230 Closed
SIA
621
SkyView Investment Advisors
New Jersey
-$2.01M -14,864 Closed
CM
622
Columbus Macro
Pennsylvania
-$1.98M -13,697 Closed
CBT
623
Capital Bank & Trust
California
-$1.89M -13,100 Closed
LG
624
Leuthold Group
Minnesota
-$1.6M -11,070 Closed
ASFA
625
All Season Financial Advisors
Colorado
-$1.57M -10,867 Closed

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.