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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$5K
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$5K
JHCP
628
Jackson Hole Capital Partners
Oklahoma
$5K
SWM
629
Selective Wealth Management
Virginia
$5K
TFP
630
Tilia Fiduciary Partners
North Carolina
$5K
NC
631
NewSquare Capital
Pennsylvania
$5K +$5.38K +39 New
LS
632
Leelyn Smith
Illinois
$4K -$10.9K -79 -71%
CAL
633
Capital Analysts LLC
Pennsylvania
$4K
GWANC
634
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K
WB
635
Webster Bank
Connecticut
$4K
TF
636
Tompkins Financial
New York
$4K +$4.55K +33 New
WC
637
Wexford Capital
Florida
$3.92K -$1.43M -10,359 -26%
AWM
638
Abound Wealth Management
Tennessee
$3.7K +$3.86K +28 New
LWA
639
Lenox Wealth Advisors
New York
$3K
MHR
640
Matthew Hamilton Rosenberg
$3K +$2.9K +21 New
TWA
641
TCI Wealth Advisors
Arizona
$3K +$3.17K +23 New
CIAS
642
CFS Investment Advisory Services
New Jersey
$3K +$61M +442,204 +27,864%
BFG
643
Baron Financial Group
New Jersey
$2.38K +$2.48K +18 New
BWM
644
Baystate Wealth Management
Massachusetts
$2K -$3.04K -22 -56%
1IA
645
1834 Investment Advisors
Wisconsin
$2K
HCP
646
Hexagon Capital Partners
Arkansas
$2K
MS
647
Mizuho Securities
Japan
$2K
WIM
648
Westside Investment Management
California
$1.78K -$16.8K -122 -0.9%
FCA
649
FinTrust Capital Advisors
South Carolina
$1K -$13.8K -100 -93%
AAP
650
Arax Advisory Partners
Colorado
$1K

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.