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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
-$234K -1,680 -100%
DIM
627
Delta Investment Management
California
-$238K -1,664 Closed
RFN
628
RDA Financial Network
Iowa
-$221K -1,585 Closed
UBS AM
629
UBS AM
Illinois
-$225K -1,572 Closed
FIM
630
Frontier Investment Management
Texas
-$211K -1,518 Closed
PIMG
631
Patriot Investment Management Group
Tennessee
-$216K -1,511 Closed
Cerity Partners
632
Cerity Partners
New York
-$210K -1,472 Closed
RI
633
Ridgewood Investments
New Jersey
-$205K -1,436 Closed
DADC
634
D.A. Davidson & Co
Montana
-$200K -1,400 Closed
CAN
635
Claraphi Advisory Network
United States
-$198K -1,386 Closed
GSWM
636
Golden State Wealth Management
California
-$163K -1,136 Closed
PCM
637
Penserra Capital Management
California
-$120K -845 Closed
SWP
638
Strategic Wealth Partners
Ohio
-$98 -690 Closed
APSP
639
Asset Planning Services (Pennsylvania)
Pennsylvania
-$12K -86 Closed
TAIM
640
TD Ameritrade Investment Management
Nebraska
-$12K -86 Closed
AIP
641
Ameritas Investment Partners
Nebraska
-$11K -78 Closed
SB
642
Strategic Blueprint
Georgia
-$10K -71 Closed
AAP
643
Arax Advisory Partners
Colorado
-$9K -64 Closed
KWA
644
KCS Wealth Advisory
California
-$8.16K -57 Closed
NIC
645
Northwest Investment Counselors
Oregon
-$6K -41 Closed
FDCDDQ
646
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$5.29K -37 Closed
TW
647
Towerpoint Wealth
California
-$5K -35 Closed
FHA
648
First Horizon Advisors
Tennessee
-$1K -11 Closed
SCA
649
Strategic Capital Advisers
Colorado
-$1K -10 Closed
GWAG
650
Garrett Wealth Advisory Group
Texas
-$715 -5 Closed

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.