TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
601
Centurion Wealth Management
Virginia
$1.68M +$1.68M +17,154 New
SRWM
602
Shira Ridge Wealth Management
California
$1.68M +$1.4M +14,267 +495%
NRI
603
NFP Retirement Inc
California
$1.68M +$2.94K +30 +0.2%
KWM
604
Koa Wealth Management
California
$1.66M -$36K -367 -2%
WIM
605
Westside Investment Management
California
$1.66M +$3.24K +33 +0.2%
MTC
606
Matrix Trust Company
Colorado
$1.66M +$1.66M +16,886 New
UAG
607
United Advisor Group
Ohio
$1.65M +$1.24M +12,661 +306%
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$1.63M +$572K +5,833 +54%
MOS
609
MGO One Seven
Ohio
$1.62M +$653K +6,655 +68%
LTL
610
Lowery Thomas LLC
California
$1.6M +$1.6M +16,335 New
FSA
611
Financial Services Advisory
Maryland
$1.6M +$1.6M +16,320 New
SPAS
612
Spectrum Planning & Advisory Services
California
$1.6M -$517K -5,272 -24%
KWM
613
Keebeck Wealth Management
Illinois
$1.6M -$97.2K -991 -6%
MTIM
614
Marathon Trading Investment Management
Pennsylvania
$1.59M -$3.34M -34,079 -68%
CA
615
Claro Advisors
Massachusetts
$1.59M -$221K -2,256 -12%
OIA
616
Optimum Investment Advisors
Illinois
$1.58M +$98.1K +1,000 +7%
GWMR
617
GC Wealth Management RIA
Massachusetts
$1.57M +$1.57M +15,991 New
BCG
618
BayBridge Capital Group
California
$1.57M +$23.9K +244 +2%
WFC
619
Western Financial Corp
California
$1.57M +$1.34M +13,630 +586%
GWM
620
Geneos Wealth Management
Colorado
$1.56M -$12.1M -123,004 -89%
SSCM
621
Spectrum Strategic Capital Management
Oregon
$1.56M -$20.2K -206 -1%
EWA
622
Etesian Wealth Advisors
Oregon
$1.55M +$1.01M +10,274 +187%
HWM
623
HighMark Wealth Management
Minnesota
$1.54M +$406K +4,139 +36%
DWA
624
Dorsey Wright & Associates
California
$1.53M +$1.53M +15,587 New
BCM
625
Boltwood Capital Management
California
$1.53M -$392 -4 -0%
23 24
25
26 27