We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
651
Swan Global Investments
Colorado
$945K
GLA
652
Good Life Advisors
Pennsylvania
$944K -$29.5K -324 -3%
BGAI
653
Bruce G. Allen Investments
Colorado
$943K +$456 +5 +0%
JWCA
654
J.W. Coons Advisors
Ohio
$939K +$18.2K +200 +2%
RSWM
655
Robertson Stephens Wealth Management
California
$939K -$741K -8,136 -44%
EAM
656
Eschler Asset Management
United Kingdom
$930K -$252K -2,765 -21%
SAM
657
Strategy Asset Managers
California
$922K +$81.5K +894 +11%
BF
658
BOK Financial
Oklahoma
$922K +$47.5K +521 +5%
FPCP
659
Fort Point Capital Partners
California
$919K -$33.5K -368 -4%
PMAM
660
Picton Mahoney Asset Management
Ontario, Canada
$918K
SC
661
Savoie Capital
Illinois
$918K -$18.2K -200 -2%
PCMU
662
Paragon Capital Management (Utah)
Utah
$912K +$82.8K +909 +10%
MOS
663
MGO One Seven
Ohio
$903K +$326K +3,577 +57%
MYIA
664
Mount Yale Investment Advisors
Colorado
$903K +$44.7K +491 +5%
VWWMG
665
Vermillion & White Wealth Management Group
Pennsylvania
$901K +$6.74K +74 +0.8%
IWP
666
Innova Wealth Partners
Pennsylvania
$893K +$887K +9,734 New
CC
667
Copperleaf Capital
North Carolina
$891K -$62.1K -681 -7%
AWP
668
Avid Wealth Partners
Texas
$883K -$298K -3,274 -25%
TPWA
669
Twin Peaks Wealth Advisors
California
$883K +$138K +1,510 +19%
APWA
670
Atlas Private Wealth Advisors
New Jersey
$878K +$872K +9,565 New
PFA
671
Petra Financial Advisors
Colorado
$864K
CPRC
672
Consolidated Portfolio Review Corp
New York
$863K +$313K +3,433 +58%
RW
673
Regimen Wealth
Georgia
$858K -$53.4K -586 -6%
CS
674
Capital Square
Tennessee
$856K +$21.9K +240 +3%
PI
675
PFG Investments
New York
$843K -$1.02M -11,178 -55%