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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
626
Arkadios Wealth Advisors
Georgia
$1.1M +$218K +2,303 +25%
MIS
627
Morningstar Investment Services
Illinois
$1.1M -$639K -6,759 -37%
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.1M -$5.07M -53,631 -82%
TFF
629
The Family Firm
Maryland
$1.08M +$46.9K +496 +5%
Bessemer Group
630
Bessemer Group
New Jersey
$1.07M -$81.2K -859 -7%
AAS
631
Ameritas Advisory Services
Nebraska
$1.06M -$376K -3,975 -25%
WC
632
Wexford Capital
Florida
$1.06M -$529K -5,596 -33%
SAA
633
Southeast Asset Advisors
Georgia
$1.04M +$362K +3,826 +54%
AWP
634
Accretive Wealth Partners
New Jersey
$1.03M -$1.14K -12 -0.1%
VFA
635
Voya Financial Advisors
Connecticut
$1.02M +$189 +2 +0%
CCA
636
Checchi Capital Advisers
California
$1.02M -$386K -4,078 -27%
AI
637
Accredited Investors
Minnesota
$1.02M -$3.61M -38,187 -78%
MCM
638
Monument Capital Management
Virginia
$1.01M -$66.7K -705 -6%
GLA
639
Good Life Advisors
Pennsylvania
$1M -$34.5K -365 -3%
HWM
640
HighMark Wealth Management
Minnesota
$1M +$384K +4,057 +62%
LA
641
LexAurum Advisors
Kansas
$996K -$75.2K -795 -7%
OFA
642
Oak Family Advisors
Illinois
$993K +$13.4K +142 +1%
TA
643
TruWealth Advisors
Louisiana
$984K +$332K +3,507 +51%
CC
644
Copperleaf Capital
North Carolina
$983K -$168K -1,773 -15%
FPCP
645
Fort Point Capital Partners
California
$982K -$24.3K -257 -2%
WA
646
WESPAC Advisors
California
$978K -$13.2K -140 -1%
SGI
647
Swan Global Investments
Colorado
$975K
BIA
648
Biondo Investment Advisors
Pennsylvania
$973K +$56.8K +600 +6%
BGAI
649
Bruce G. Allen Investments
Colorado
$972K +$971K +10,270 New
SC
650
Savoie Capital
Illinois
$965K +$18.9K +200 +2%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.