We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
651
SlateStone Wealth
Florida
-$272K -1,650 Closed
CA
652
Cambridge Associates
Massachusetts
-$256K -1,636 Closed
RWP
653
RWA Wealth Partners
Massachusetts
-$265K -1,609 Closed
BS
654
Boenning & Scattergood
Pennsylvania
-$249K -1,509 Closed
WCM
655
Wealthcare Capital Management
Virginia
-$246K -1,493 Closed
SFI
656
SPC Financial Inc
Maryland
-$236K -1,430 Closed
VVP
657
Venture Visionary Partners
Ohio
-$225K -1,364 Closed
Fisher Asset Management
658
Fisher Asset Management
Washington
-$209K -1,269 Closed
DJSG
659
D.J. St. Germain
Massachusetts
-$203K -1,229 Closed
OFG
660
OmniStar Financial Group
North Carolina
-$189K -1,144 Closed
EWM
661
EPG Wealth Management
Georgia
-$147K -896 Closed
GSWM
662
Golden State Wealth Management
California
-$122K -739 Closed
BMM
663
Berkshire Money Management
Massachusetts
-$84K -509 Closed
LSA
664
Lion Street Advisors
Texas
-$83K -502 Closed
CS
665
Capital Square
Tennessee
-$83K -500 Closed
TWA
666
TCI Wealth Advisors
Arizona
-$82K -497 Closed
SWA
667
Stratos Wealth Advisors
Ohio
-$77K -465 Closed
AIC
668
Ameritas Investment Company
Nebraska
-$51K -305 Closed
PCM
669
Penserra Capital Management
California
-$47K -288 Closed
TCOV
670
Trust Company of Vermont
Vermont
-$37K -223 Closed
CBT
671
Capital Bank & Trust
California
-$29K -178 Closed
PO
672
Private Ocean
California
-$27K -165 Closed
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$25K -150 Closed
SC
674
Steph & Co
Wisconsin
-$25K -150 Closed
AIS
675
Accurate Investment Solutions
Pennsylvania
-$14K -84 Closed

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.