We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
601
Beaird Harris Wealth Management
Texas
$18K +$18.1K +123 New
AWMS
602
Advocacy Wealth Management Services
Georgia
$17K
LS
603
Leelyn Smith
Illinois
$17K +$4.42K +30 +37%
LWP
604
Lumature Wealth Partners
Georgia
$16K -$8.55K -58 -35%
FCA
605
FinTrust Capital Advisors
South Carolina
$16K +$14.7K +100 +1,429%
SFG
606
Steward Financial Group
Texas
$16K +$16.4K +111 New
BL
607
Balentine LLC
Georgia
$15K -$5.31K -36 -27%
WCAMG
608
Woodard & Company Asset Management Group
North Carolina
$15K
TWP
609
TFO Wealth Partners
Ohio
$15K +$14.1K +96 New
TWM
610
Tradition Wealth Management
Minnesota
$14K -$147 -1 -1%
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$8.7K +59 +164%
HI
612
Hudock Inc
Pennsylvania
$13K -$8.11K -55 -37%
CMBA
613
C.M. Bidwell & Associates
Hawaii
$13K
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
SFM
615
Signet Financial Management
New Jersey
$13K +$13.4K +91 New
CCM
616
Covington Capital Management
California
$11K
SCM
617
SevenOneSeven Capital Management
Pennsylvania
$11K
GEA
618
Glen Eagle Advisors
New Jersey
$10.8K +$1.62K +11 +18%
JWA
619
JFS Wealth Advisors
Pennsylvania
$10K
WT
620
Whittier Trust
California
$10K
CF
621
Concorde Financial
Texas
$10K +$10.3K +70 New
Manulife (Manufacturers Life Insurance)
622
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.73K +$9M +61,047 +1,308%
PIP
623
Peachtree Investment Partners
Florida
$9K +$9.43K +64 New
C
624
Covestor
United Kingdom
$8K +$8.11K +55 New
ZIG
625
Zullo Investment Group
Pennsylvania
$8K +$8.4K +57 New