TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

1,092 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 482 increasing their positions, 376 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
-14
Holders Change %
-1.27%
% of All Funds
15.88%
Holding in Top 10
107
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.6%
% of All Funds
1.56%
New
141
Increased
482
Reduced
376
Closed
132
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.47B
Net Calls Change
+$822M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.89B
2
Bank of America
Bank of America
North Carolina
+$800M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$385M
4
AAS
Annex Advisory Services
Wisconsin
+$231M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$142M

Top Sellers

1
Jane Street
Jane Street
New York
-$700M
2
GC
GFG Capital
Florida
-$674M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$293M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWIA
601
Roger Wittlin Investment Advisory
California
$1.23M +$341K +3,714 +39%
DWM
602
Diversify Wealth Management
Utah
$1.22M +$1.22M +12,386 New
BCM
603
BluePointe Capital Management
California
$1.21M +$1.21M +13,235 New
KCM
604
Kornitzer Capital Management
Kansas
$1.21M – – –
SL
605
SWMG LLC
Texas
$1.19M -$58.3K -635 -5%
EIA
606
Eldridge Investment Advisors
New Hampshire
$1.19M +$1.19M +13,000 New
AWM
607
Avior Wealth Management
Nebraska
$1.18M -$312K -3,394 -21%
AFA
608
AllGen Financial Advisors
Florida
$1.18M -$3.58M -39,049 -75%
TAM
609
Titleist Asset Management
Texas
$1.17M +$741K +8,079 +172%
ATPW
610
Ashton Thomas Private Wealth
Arizona
$1.17M +$393K +4,281 +51%
TFF
611
The Family Firm
Maryland
$1.16M +$109K +1,189 +10%
TW
612
TritonPoint Wealth
Maryland
$1.13M +$262K +2,853 +30%
WWM
613
Western Wealth Management
Colorado
$1.13M -$43.8K -477 -4%
RWM
614
Ritholtz Wealth Management
New York
$1.12M -$223K -2,433 -17%
VFA
615
Values First Advisors
Tennessee
$1.12M +$48.6K +530 +5%
ACA
616
Affinity Capital Advisors
California
$1.1M -$95.5K -1,041 -8%
CMTU
617
Capital Markets Trading (UK)
United Kingdom
$1.1M +$1.1M +11,955 New
FWP
618
Firethorn Wealth Partners
Georgia
$1.1M -$119K -1,298 -10%
DCM
619
Disciplina Capital Management
Tennessee
$1.09M -$208M -603,207 -99%
William Blair & Company
620
William Blair & Company
Illinois
$1.07M +$2.75K +30 +0.3%
EGA
621
E&G Advisors
Texas
$1.07M -$15.6K -170 -1%
HWM
622
HighMark Wealth Management
Minnesota
$1.06M +$92.9K +1,012 +10%
VFA
623
Voya Financial Advisors
Connecticut
$1.06M +$49.9K +534 +5%
AWE
624
Avidian Wealth Enterprises
Texas
$1.06M -$244K -2,658 -19%
C1AG
625
Client 1st Advisory Group
Florida
$1.03M +$192K +2,094 +23%
23 24
25
26 27