TLT icon

iShares 20+ Year Treasury Bond ETF

803 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+31
Holders Change %
+4.02%
% of All Funds
12.85%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.6%
New
156
Increased
364
Reduced
208
Closed
108
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$744M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
601
MONECO Advisors
Connecticut
$345K +$23.3K +219 +7%
JCM
602
Jacobi Capital Management
Pennsylvania
$344K +$344K +3,234 New
GKWIM
603
Gerber Kawasaki Wealth & Investment Management
California
$344K -$319K -3,002 -48%
SBH
604
Segall Bryant & Hamill
Illinois
$340K
SWRP
605
Summit Wealth & Retirement Planning
California
$340K -$37.8K -355 -10%
ARC
606
Advisor Resource Council
Texas
$339K +$339K +3,171 New
GHAM
607
Gilman Hill Asset Management
Connecticut
$332K +$332K +3,125 New
SHIM
608
Stone House Investment Management
Pennsylvania
$332K -$141K -1,328 -30%
AWMNH
609
Arcadia Wealth Management (New Hampshire)
New Hampshire
$332K -$4.68K -44 -1%
IWN
610
Independent Wealth Network
Iowa
$328K -$9.58K -90 -3%
MWM
611
MBE Wealth Management
Wisconsin
$325K +$325K +3,057 New
WP
612
WMS Partners
Maryland
$321K
JIP
613
Jaffetilchin Investment Partners
Florida
$320K +$1.17K +11 +0.4%
WHG
614
Westwood Holdings Group
Texas
$320K +$1.06K +10 +0.3%
EAM
615
Empirical Asset Management
Massachusetts
$320K +$638 +6 +0.2%
WCG
616
Weaver Consulting Group
California
$318K
SAG
617
SageView Advisory Group
California
$316K +$316K +2,970 New
VHAM
618
Van Hulzen Asset Management
California
$315K -$112K -1,050 -26%
CC
619
Cadinha & Co
Hawaii
$312K -$291K -2,738 -48%
AR
620
Apeiron RIA
Texas
$312K +$312K +2,932 New
CPC
621
Consolidated Planning Corp
Georgia
$304K +$304K +2,861 New
MGIA
622
Moneta Group Investment Advisors
Missouri
$302K +$302K +2,843 New
WDC
623
Woodward Diversified Capital
California
$295K +$52.2K +491 +22%
BCV
624
Banque Cantonale Vaudoise
Switzerland
$295K -$31.3K -294 -10%
IFWM
625
Institute for Wealth Management
Colorado
$291K -$134K -1,264 -32%