We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

637 hedge funds and large institutions have $16.4B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 204 increasing their positions, 234 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 111

2% more funds holding

Funds holding: 623 → 637 (+14)

0% more capital invested

Capital invested by funds: $16.3B → $16.4B (+$22.5M)

3.19% less ownership

Funds ownership: 88.94% → 85.75% (-3.2%)

13% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 234

35% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.94B

38% less funds holding in top 10

Funds holding in top 10: 77 → 48 (-29)

Holders
637
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
11.27%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
0.85%
New
135
Increased
204
Reduced
234
Closed
111
Calls
$3.85B
Puts
$5.94B
Net Calls
-$2.09B
Net Calls Change
+$1.39B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$635M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$263M
4
Barclays
Barclays
United Kingdom
+$220M
5
BlackRock
BlackRock
New York
+$150M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$516M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$311M
3
Morgan Stanley
Morgan Stanley
New York
-$196M
4
Bank of America
Bank of America
North Carolina
-$106M
5
Wells Fargo
Wells Fargo
California
-$86M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
626
Ten Capital Wealth Advisors
Washington
$2K +$1.75K +11 New
ADIM
627
Alpha DNA Investment Management
Maryland
$2K +$2.06K +13 New
MCM
628
McMillion Capital Management
North Carolina
$2K +$2.06K +13 New
EW
629
Element Wealth
Mississippi
$1K -$100K -630 -99%
AAP
630
Arax Advisory Partners
Colorado
$1K – – –
BWL
631
Bogart Wealth LLC
Virginia
$1K – – –
LGWM
632
Litman Gregory Wealth Management
California
$1K – – –
VCM
633
Versant Capital Management
Arizona
$1K – – –
KC
634
Kinloch Capital
Virginia
$1K +$635 +4 New
PWPS
635
Pinnacle Wealth Planning Services
Ohio
$1K +$794 +5 New
TAM
636
Tucker Asset Management
Colorado
$315 +$318 +2 New
Susquehanna International Group
637
Susquehanna International Group
Pennsylvania
– -$36.8M -231,891 Closed
Qube Research & Technologies (QRT)
638
Qube Research & Technologies (QRT)
United Kingdom
– -$37.1M -227,025 Closed
DA
639
Duality Advisers
Florida
– -$34.9M -213,970 Closed
HI
640
Horizon Investments
North Carolina
– -$32.9M -201,934 Closed
DPRC
641
Deer Park Road Corp
Colorado
– -$31.8M -200,000 Closed
WI
642
WBI Investments
New Jersey
– -$30.9M -189,169 Closed
MFM
643
MD Financial Management
Ontario, Canada
– -$25.3M -155,144 Closed
DRS
644
Deane Retirement Strategies
Louisiana
– -$22M -134,522 Closed
Bank of Nova Scotia
645
Bank of Nova Scotia
Ontario, Canada
– -$19.6M -120,000 Closed
CG
646
Cutler Group
California
– -$17.3M -108,726 Closed
PAMU
647
Pictet Asset Management (UK)
United Kingdom
– -$17.4M -106,805 Closed
MWNA
648
Marshall Wace North America
New York
– -$17.1M -104,674 Closed
FA
649
Freestate Advisors
Kansas
– -$15.2M -94,725 Closed
FLA
650
Financial Life Advisors
Texas
– -$14.9M -91,137 Closed
24 25
26
27 28

TLT Hedge Fund Activity: Q4 2020 in Review

637 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2020, worth a combined $16.4B — up 0.14% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new TLT positions and 111 closed out — a net gain of 24 holders — while 204 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.1B. The largest seller was UBS Group, cutting an estimated $516M.

  • 637 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2020, up from 623 in Q3 2020.
  • Funds reported $16.4B of iShares 20+ Year Treasury Bond ETF stock for Q4 2020, up 0.14% quarter-over-quarter.
  • 135 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2020 and 111 closed out, a net change of +24 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $1.1B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2020 was UBS Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2020.