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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
626
Marshall Wace
United Kingdom
-$949K -5,766 Closed
EWM
627
Executive Wealth Management
Michigan
-$947K -5,745 Closed
RA
628
Rational Advisors
New York
-$925K -5,610 Closed
SM
629
SG3 Management
Puerto Rico
-$823K -5,000 Closed
HIM
630
Hanlon Investment Management
New Jersey
-$796K -4,828 Closed
BI
631
Bramshill Investments
Florida
-$725K -4,393 Closed
FA
632
FDx Advisors
Illinois
-$684K -4,149 Closed
PWS
633
Paragon Wealth Strategies
Florida
-$536K -3,250 Closed
RGC
634
Roberts, Glore & Co
Illinois
-$486K -2,949 Closed
KA
635
Kovack Advisors
Florida
-$462K -2,798 Closed
SMG
636
Smart Money Group
Texas
-$438K -2,658 Closed
FGAM
637
Financial Gravity Asset Management
Texas
-$421K -2,562 Closed
PPP
638
Private Portfolio Partners
New Jersey
-$410K -2,490 Closed
PCWA
639
Pacific Capital Wealth Advisors
California
-$350K -2,120 Closed
CAC
640
Cowen and Company
New York
-$346K -2,100 Closed
ACP
641
Aviance Capital Partners
Florida
-$341K -2,070 Closed
HC
642
Hourglass Capital
Texas
-$330K -2,000 Closed
SC
643
Sepio Capital
Utah
-$329K -1,996 Closed
BSW
644
Buckingham Strategic Wealth
Missouri
-$329K -1,994 Closed
MOS
645
MGO One Seven
Ohio
-$317K -1,925 Closed
LFPWM
646
Leicht Financial Planning & Wealth Management
New Jersey
-$317K -1,924 Closed
PA
647
Paragon Advisors
Texas
-$304K -1,840 Closed
SC
648
Slow Capital
California
-$292K -1,772 Closed
DA
649
Doliver Advisors
Texas
-$286K -1,704 Closed
WA
650
Winfield Associates
Ohio
-$278K -1,686 Closed

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.