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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Meridian Wealth Management
Kentucky
$960K -$134K -1,420 -12%
HI
652
Harper Investing
California
$960K +$959K +10,141 New
HT
653
Headlands Technologies
Illinois
$950K -$2.93M -31,027 -76%
JWCA
654
J.W. Coons Advisors
Ohio
$950K
PMAM
655
Picton Mahoney Asset Management
Ontario, Canada
$946K
RW
656
Regimen Wealth
Georgia
$940K +$2.17K +23 +0.2%
CA
657
Claro Advisors
Massachusetts
$934K +$934K +9,871 New
WAP
658
Wealthcare Advisory Partners
Pennsylvania
$934K +$138K +1,459 +17%
DWA
659
Divergent Wealth Advisors
Utah
$933K +$3.31K +35 +0.4%
SFP
660
Shepherd Financial Partners
Massachusetts
$924K -$512K -5,408 -36%
VWWMG
661
Vermillion & White Wealth Management Group
Pennsylvania
$922K +$273K +2,887 +42%
FTS
662
Fifth Third Securities
Ohio
$918K +$39.1K +413 +4%
NFSG
663
Newbridge Financial Services Group
Florida
$915K +$200K +2,117 +28%
GFPC
664
Global Financial Private Client
Florida
$915K +$188K +1,989 +25%
RWIA
665
Roger Wittlin Investment Advisory
California
$912K -$39.4K -417 -4%
MS
666
Maven Securities
Jersey
$906K -$4.27M -45,167 -83%
LA
667
Lifeworks Advisors
Michigan
$902K +$372K +3,928 +70%
PFA
668
Petra Financial Advisors
Colorado
$891K -$141K -1,489 -14%
MYIA
669
Mount Yale Investment Advisors
Colorado
$884K -$221K -2,334 -20%
BF
670
BOK Financial
Oklahoma
$881K
C1AG
671
Client 1st Advisory Group
Florida
$868K +$285K +3,012 +49%
WAL
672
W Advisors LLC
Tennessee
$863K -$22.5K -238 -3%
DWA
673
Dorsey Wright & Associates
California
$863K -$1.11M -11,752 -56%
PCMU
674
Paragon Capital Management (Utah)
Utah
$855K -$23.4K -247 -3%
AI
675
AXS Investments
New York
$852K +$170K +1,800 +25%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.