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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
FNY Investment Advisers
New York
-$265K -1,960 Closed
Tudor Investment Corp
652
Tudor Investment Corp
Connecticut
-$232K -1,714 Closed
Toronto Dominion Bank
653
Toronto Dominion Bank
Ontario, Canada
-$221K -1,630 Closed
PA
654
Pinnacle Associates
New York
-$215K -1,589 Closed
DWM
655
Dakota Wealth Management
Florida
-$213K -1,574 Closed
WWM
656
Windsor Wealth Management
Indiana
-$205K -1,511 Closed
VAM
657
Verity Asset Management
North Carolina
-$201K -1,482 Closed
VWM
658
Vigilare Wealth Management
Arizona
-$211K -1,452 Closed
RAM
659
Riggs Asset Management
Pennsylvania
-$196K -1,444 Closed
RIA
660
Realta Investment Advisors
Delaware
-$47K -336 Closed
Qube Research & Technologies (QRT)
661
Qube Research & Technologies (QRT)
United Kingdom
-$38K -280 Closed
FWM
662
Filbrandt Wealth Management
Wisconsin
-$31K -233 Closed
TPMI
663
Tilden Park Management I
New York
-$27K -200 Closed
SIM
664
Sonora Investment Management
Arizona
-$26K -192 Closed
PA
665
PSI Advisors
Florida
-$24K -184 Closed
TWP
666
TFO Wealth Partners
Ohio
-$20K -148 Closed
TI
667
tru Independence
Oregon
-$23K -141 Closed
IFWM
668
Institute for Wealth Management
Colorado
-$14K -107 Closed
KPCM
669
Kings Point Capital Management
New York
-$14K -101 Closed
BFC
670
Bedel Financial Consulting
Indiana
-$14K -100 Closed
THWM
671
Taylor Hoffman Wealth Management
Virginia
-$12K -87 Closed
ACM
672
Anfield Capital Management
California
-$12K -85 Closed
EWA
673
Evolution Wealth Advisors
Florida
-$11K -82 Closed
CAGAS
674
Capital Advisory Group Advisory Services
Minnesota
-$9K -70 Closed
SFC
675
SYM Financial Corp
Indiana
-$9K -70 Closed

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.