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iShares 20+ Year Treasury Bond ETF
TLT

637 hedge funds and large institutions have $16.4B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 204 increasing their positions, 234 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 111

2% more funds holding

Funds holding: 623 → 637 (+14)

0% more capital invested

Capital invested by funds: $16.3B → $16.4B (+$22.5M)

3.19% less ownership

Funds ownership: 88.94% → 85.75% (-3.2%)

13% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 234

35% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.94B

38% less funds holding in top 10

Funds holding in top 10: 77 → 48 (-29)

Holders
637
Holders Change
+14
Holders Change %
+2.25%
% of All Funds
11.27%
Holding in Top 10
48
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-37.66%
% of All Funds
0.85%
New
135
Increased
204
Reduced
234
Closed
111
Calls
$3.85B
Puts
$5.94B
Net Calls
-$2.09B
Net Calls Change
+$1.39B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$635M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$263M
4
Barclays
Barclays
United Kingdom
+$220M
5
BlackRock
BlackRock
New York
+$150M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$516M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$311M
3
Morgan Stanley
Morgan Stanley
New York
-$196M
4
Bank of America
Bank of America
North Carolina
-$106M
5
Wells Fargo
Wells Fargo
California
-$86M
Name Holding Trade Value Shares
Change 		Change in
Stake
FS
651
Ferguson Shapiro
Georgia
– -$14.4M -88,192 Closed
DAS
652
Dynamic Advisor Solutions
Arizona
– -$13.2M -80,685 Closed
DF
653
Donoghue Forlines
Massachusetts
– -$12.7M -77,829 Closed
WSTAM
654
Wilbanks Smith & Thomas Asset Management
Virginia
– -$12.5M -76,843 Closed
LBD
655
Landsberg Bennett & Dubbaneh
Florida
– -$12.3M -74,863 Closed
OMC
656
Old Mission Capital
Illinois
– -$9.97M -61,071 Closed
ACM
657
Avalon Capital Management
California
– -$9.74M -59,683 Closed
HH
658
Hilltop Holdings
Texas
– -$9.01M -55,167 Closed
SCI
659
Stableford Capital II
Arizona
– -$8.65M -52,980 Closed
FA
660
Faithward Advisors
Pennsylvania
– -$8.28M -50,741 Closed
KJHP
661
K.J. Harrison & Partners
Ontario, Canada
– -$7.68M -47,012 Closed
MSWM
662
Mader & Shannon Wealth Management
Missouri
– -$6.69M -41,002 Closed
SAG
663
Spotlight Asset Group
Illinois
– -$6.68M -40,889 Closed
FTUS
664
Flow Traders U.S.
New York
– -$6.56M -40,204 Closed
CWG
665
Cornerstone Wealth Group
North Carolina
– -$6.28M -38,483 Closed
CIM
666
Cambria Investment Management
California
– -$5.84M -35,750 Closed
EP
667
Edgestream Partners
New Jersey
– -$5.64M -34,542 Closed
HR
668
Hayden Royal
North Carolina
– -$4.38M -26,845 Closed
RFM
669
Royal Fund Management
Florida
– -$3.87M -23,682 Closed
WA
670
WESPAC Advisors
California
– -$3.71M -22,718 Closed
DTIM
671
Danda Trouve Investment Management
Kansas
– -$3.04M -18,607 Closed
SC
672
Solstein Capital
California
– -$2.91M -17,823 Closed
RC
673
Rovin Capital
Arizona
– -$2.91M -17,815 Closed
HHAM
674
HITE Hedge Asset Management
Massachusetts
– -$2.31M -14,176 Closed
QAM
675
Q3 Asset Management
Michigan
– -$2.27M -13,907 Closed
25 26
27
28 29

TLT Hedge Fund Activity: Q4 2020 in Review

637 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2020, worth a combined $16.4B — up 0.14% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new TLT positions and 111 closed out — a net gain of 24 holders — while 204 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.1B. The largest seller was UBS Group, cutting an estimated $516M.

  • 637 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2020, up from 623 in Q3 2020.
  • Funds reported $16.4B of iShares 20+ Year Treasury Bond ETF stock for Q4 2020, up 0.14% quarter-over-quarter.
  • 135 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2020 and 111 closed out, a net change of +24 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $1.1B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2020 was UBS Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2020.