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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
EW
651
Element Wealth
Mississippi
$1K
FMP
652
Financial Management Professionals
Texas
$1K
FCAS
653
First Command Advisory Services
Texas
$1K
HWA
654
HHM Wealth Advisors
Tennessee
$1K
LWANC
655
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TCWA
656
Ten Capital Wealth Advisors
Washington
$1K
VNA
657
Valley National Advisers
Pennsylvania
$1K
VCM
658
Versant Capital Management
Arizona
$1K
PO
659
Private Ocean
California
$1K +$1.1K +8 New
HR
660
Howe & Rusling
New York
$1K +$1.38K +10 New
HIA
661
Harbor Investment Advisory
Maryland
$1K +$1.52K +11 New
OPAM
662
Ocean Park Asset Management
California
-$1.06B -7,148,900 Closed
KAM
663
Kensington Asset Management
Texas
-$148M -996,550 Closed
Bank of Nova Scotia
664
Bank of Nova Scotia
Ontario, Canada
-$66.7M -450,000 Closed
PWAG
665
Polaris Wealth Advisory Group
California
-$52M -351,053 Closed
Victory Capital Management
666
Victory Capital Management
Texas
-$43.2M -291,529 Closed
TC
667
TownSquare Capital
Utah
-$41.4M -279,355 Closed
ACM
668
Avalon Capital Management
California
-$32.3M -218,051 Closed
SIA
669
Strategic Investment Advisors
Michigan
-$32M -216,200 Closed
Squarepoint
670
Squarepoint
New York
-$23.5M -170,692 Closed
WAM
671
Wolverine Asset Management
Illinois
-$14M -94,200 Closed
Marshall Wace
672
Marshall Wace
United Kingdom
-$11.8M -85,830 Closed
RC
673
Rovin Capital
Arizona
-$12.4M -83,834 Closed
IMC Chicago
674
IMC Chicago
Illinois
-$11.9M -80,097 Closed
EC
675
Estate Counselors
Wisconsin
-$10.8M -73,190 Closed

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.