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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
626
Walleye Trading
New York
-$1.56M -10,530 Closed
GSC
627
Ground Swell Capital
South Carolina
-$1.4M -9,700 Closed
PMG
628
ProVise Management Group
Florida
-$1.21M -8,354 Closed
RSWM
629
Robertson Stephens Wealth Management
California
-$1.11M -7,691 Closed
MPW
630
MA Private Wealth
California
-$964K -6,679 Closed
MTIM
631
Marathon Trading Investment Management
Pennsylvania
-$895K -6,200 Closed
PAA
632
Peregrine Asset Advisers
Oregon
-$768K -5,318 Closed
TCM
633
Tuttle Capital Management
Connecticut
-$735K -5,091 Closed
FHB
634
First Hawaiian Bank
Hawaii
-$565K -3,914 Closed
QC
635
QCM Cayman
Texas
-$545K -3,779 Closed
SWM
636
SeaCrest Wealth Management
New York
-$542K -3,752 Closed
Betterment LLC
637
Betterment LLC
New York
-$510K -3,536 Closed
GCMG
638
Gyroscope Capital Management Group
Florida
-$510K -3,531 Closed
CI
639
Centerstone Investors
New York
-$505K -3,500 Closed
RCAG
640
Rehmann Capital Advisory Group
Michigan
-$500K -3,466 Closed
JWCA
641
J.W. Cole Advisors
Florida
-$490K -3,397 Closed
HPC
642
Hobart Private Capital
North Carolina
-$485K -3,358 Closed
OAM
643
Oppenheimer Asset Management
New York
-$392K -2,715 Closed
ACM
644
Avalon Capital Management
California
-$390K -2,700 Closed
JFS
645
JD Financial Services
Pennsylvania
-$375K -2,600 Closed
PPWP
646
Proquility Private Wealth Partners
Nevada
-$356K -2,468 Closed
MFP
647
Meridian Financial Partners
Virginia
-$347K -2,311 Closed
SW
648
SteelPeak Wealth
California
-$331K -2,291 Closed
CMI
649
Clare Market Investments
Texas
-$303K -2,100 Closed
TSS
650
Two Sigma Securities
New York
-$270K -1,870 Closed

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.