We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
626
Transcend Capital Advisors
New Jersey
-$1.27M -9,363 Closed
LHC
627
Little House Capital
Massachusetts
-$1.15M -8,463 Closed
CAIMH
628
Central Asset Investments & Management Holdings
Hong Kong
-$1.06M -7,810 Closed
TW
629
TrinityPoint Wealth
Connecticut
-$877K -6,476 Closed
JSL
630
JT Stratford LLC
Georgia
-$835K -6,164 Closed
Axa
631
Axa
France
-$781K -5,762 Closed
SBSB
632
Sullivan, Bruyette, Speros & Blaney
Virginia
-$737K -5,439 Closed
AI
633
AdvisorShares Investments
Maryland
-$706K -5,209 Closed
DBRC
634
D.B. Root & Company
Pennsylvania
-$704K -5,200 Closed
CCM
635
Context Capital Management
California
-$542K -4,000 Closed
TRCT
636
Tower Research Capital (TRC)
New York
-$516K -3,812 Closed
SWM
637
Sugarloaf Wealth Management
Georgia
-$489K -3,282 -100%
FEM
638
Fulcrum Equity Management
Texas
-$417K -3,079 Closed
HP
639
Hartree Partners
New York
-$413K -3,051 Closed
SAS
640
Sage Advisory Services
Texas
-$389K -2,871 Closed
KBFS
641
Kohmann Bosshard Financial Services
Ohio
-$387K -2,859 Closed
FHB
642
First Hawaiian Bank
Hawaii
-$352K -2,600 Closed
PAG
643
Private Advisory Group
Washington
-$335K -2,470 Closed
CWP
644
Capital Wealth Planning
Florida
-$333K -2,459 Closed
CWM
645
Cornerstone Wealth Management
Missouri
-$330K -2,436 Closed
PFA
646
Professional Financial Advisors
Nebraska
-$319K -2,357 Closed
SI
647
Sprott Inc
Ontario, Canada
-$311 -2,298 Closed
VCM
648
Virtue Capital Management
Tennessee
-$304K -2,244 Closed
PCM
649
Prelude Capital Management
New York
-$303K -2,032 Closed
PI
650
Parkside Investments
Illinois
-$270K -2,000 Closed

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.