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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Walker Asset Management
Missouri
$240K
FAM
652
Family Asset Management
South Carolina
$239K -$179K -1,713 -43%
FCM
653
Firestone Capital Management
Florida
$237K +$20.9K +200 +10%
GSIAS
654
Garden State Investment Advisory Services
New Jersey
$236K +$232K +2,214 New
AIM
655
Alhambra Investment Management
Florida
$235K -$12.1K -116 -5%
CJFS
656
Coulter & Justus Financial Services
Tennessee
$234K +$230K +2,200 New
MMPW
657
Mitchell McLeod Pugh & Williams
Alabama
$231K +$228K +2,176 New
SCM
658
Shelton Capital Management
Colorado
$229K -$49.5K -473 -18%
SFC
659
SYM Financial Corp
Indiana
$229K
WC
660
Whitney & Co
New York
$224K -$18.4K -176 -8%
IIA
661
IPG Investment Advisors
California
$223K -$272K -2,600 -55%
LA
662
Lane & Associates
New Jersey
$223K +$220K +2,098 New
WWM
663
Western Wealth Management
Colorado
$218K +$215K +2,053 New
SFS
664
Starfox Financial Services
Texas
$217K +$3.03K +29 +1%
ANB
665
Amarillo National Bank
Texas
$216K
SFI
666
SPC Financial Inc
Maryland
$216K +$213K +2,034 New
RFN
667
RDA Financial Network
Iowa
$216K +$212K +2,028 New
SW
668
SteelPeak Wealth
California
$214K -$3.15M -30,092 -94%
QCM
669
Quantinno Capital Management
New York
$213K +$209K +2,000 New
AAIM
670
American Assets Investment Management
California
$213K -$1.57M -15,000 -88%
First Manhattan
671
First Manhattan
New York
$213K -$33.2K -317 -14%
SHWM
672
Smith & Howard Wealth Management
Georgia
$213K +$209K +2,000 New
AWM
673
Avior Wealth Management
Nebraska
$212K +$4.92K +47 +2%
GCA
674
Genesee Capital Advisors
New York
$211K +$208K +1,987 New
FDCDDQ
675
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K -$4.18K -40 -2%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.