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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
626
Banque Cantonale Vaudoise
Switzerland
$295K -$30.8K -294 -10%
IFWM
627
Institute for Wealth Management
Colorado
$291K -$132K -1,264 -32%
JSL
628
JT Stratford LLC
Georgia
$286K +$64K +612 +29%
DU
629
Delphia (USA)
Ontario, Canada
$285K +$4.39K +42 +2%
DWA
630
Divergent Wealth Advisors
Utah
$285K +$58.7K +561 +26%
AWA
631
Arkadios Wealth Advisors
Georgia
$285K +$46.4K +443 +20%
FFS
632
Founders Financial Securities
Maryland
$274K -$127K -1,214 -32%
IAIM
633
International Assets Investment Management
Florida
$274K -$9.63K -92 -3%
OPCM
634
Osborne Partners Capital Management
California
$270K -$81.6K -780 -23%
MSL
635
Mackay Shields LLC
New York
$270K
BPA
636
Beacon Pointe Advisors
California
$266K +$261K +2,497 New
SWM
637
SigFig Wealth Management
California
$265K -$17.9K -171 -7%
DWM
638
Drive Wealth Management
Utah
$260K +$30.9K +295 +14%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$257K +$38K +363 +18%
FCBT
640
First Citizens Bank & Trust
North Carolina
$256K +$252K +2,410 New
ETC
641
Exchange Traded Concepts
Oklahoma
$253K +$17.4K +166 +7%
BMCM
642
Bryn Mawr Capital Management
Pennsylvania
$253K
FM
643
Foster & Motley
Ohio
$252K +$248K +2,372 New
JPLA
644
Joseph P. Lucia & Associates
New York
$251K -$4.71K -45 -2%
SF
645
Summit Financial
New Jersey
$251K +$246K +2,355 New
CWM
646
Cornerstone Wealth Management
Missouri
$250K +$246K +2,349 New
B
647
Bensler
Washington
$245K +$241K +2,307 New
BFA
648
BMS Financial Advisors
South Dakota
$245K +$241K +2,299 New
BWP
649
Balboa Wealth Partners
Arizona
$243K -$80.6K -770 -25%
CFB
650
Cullen/Frost Bankers
Texas
$242K

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.