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iShares 20+ Year Treasury Bond ETF

806 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 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
601
Nicholas Hoffman & Company
Georgia
$352K +$346K +3,305 New
LOPW
602
Live Oak Private Wealth
North Carolina
$351K
MA
603
MONECO Advisors
Connecticut
$345K +$22.9K +219 +7%
JCM
604
Jacobi Capital Management
Pennsylvania
$344K +$338K +3,234 New
GKWIM
605
Gerber Kawasaki Wealth & Investment Management
California
$344K -$314K -3,002 -48%
SBH
606
Segall Bryant & Hamill
Illinois
$340K
SWRP
607
Summit Wealth & Retirement Planning
California
$340K -$37.1K -355 -10%
ARC
608
Advisor Resource Council
Texas
$339K +$332K +3,171 New
GHAM
609
Gilman Hill Asset Management
Connecticut
$332K +$327K +3,125 New
SHIM
610
Stone House Investment Management
Pennsylvania
$332K -$139K -1,328 -30%
AWMNH
611
Arcadia Wealth Management (New Hampshire)
New Hampshire
$332K -$4.6K -44 -1%
IWN
612
Independent Wealth Network
Iowa
$328K -$9.42K -90 -3%
MWM
613
MBE Wealth Management
Wisconsin
$325K +$320K +3,057 New
WP
614
WMS Partners
Maryland
$321K
JIP
615
Jaffetilchin Investment Partners
Florida
$320K +$1.15K +11 +0.4%
WHG
616
Westwood Holdings Group
Texas
$320K +$1.05K +10 +0.3%
EAM
617
Empirical Asset Management
Massachusetts
$320K +$628 +6 +0.2%
WCG
618
Weaver Consulting Group
California
$318K
SAG
619
SageView Advisory Group
California
$316K +$311K +2,970 New
VHAM
620
Van Hulzen Asset Management
California
$315K -$110K -1,050 -26%
CC
621
Cadinha & Co
Hawaii
$312K -$286K -2,738 -48%
AR
622
Apeiron RIA
Texas
$312K +$307K +2,932 New
CPC
623
Consolidated Planning Corp
Georgia
$304K +$299K +2,861 New
MGIA
624
Moneta Group Investment Advisors
Missouri
$302K +$297K +2,843 New
WDC
625
Woodward Diversified Capital
California
$295K +$51.4K +491 +22%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.