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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
WFI
676
West Family Investments
California
-$10.6M -71,539 Closed
MIM
677
Miller Investment Management
Pennsylvania
-$8.42M -56,793 Closed
HIM
678
Hanlon Investment Management
New Jersey
-$8.33M -56,211 Closed
CWM
679
CMH Wealth Management
New Hampshire
-$7.51M -50,677 Closed
Verition Fund Management
680
Verition Fund Management
Connecticut
-$6.5M -47,114 Closed
SAM
681
Synergy Asset Management
Washington
-$6.7M -45,209 Closed
AFA
682
AllGen Financial Advisors
Florida
-$1.62M -43,506 Closed
BMCM
683
Burns Matteson Capital Management
New York
-$6.29M -42,453 Closed
MCM
684
Monument Capital Management
Virginia
-$6.11M -41,249 Closed
EL
685
EQ LLC
Washington
-$5.88M -39,713 Closed
AWM
686
Axxcess Wealth Management
California
-$5.28M -38,278 Closed
RFM
687
Royal Fund Management
Florida
-$5.35M -36,123 Closed
GDP
688
Great Diamond Partners
Maine
-$5.29M -35,725 Closed
SEM
689
Strategic Equity Management
Arizona
-$5.15M -34,775 Closed
AIA
690
Arrow Investment Advisors
Maryland
-$4.78M -32,229 Closed
AIA
691
Acute Investment Advisory
Arizona
-$4.56M -30,748 Closed
GSEP
692
Golden State Equity Partners
California
-$4.3M -29,003 Closed
CFAM
693
Center For Asset Management
Florida
-$4.22M -28,448 Closed
DWA
694
Dorsey Wright & Associates
California
-$3.94M -26,594 Closed
HWM
695
HB Wealth Management
Georgia
-$2.85M -19,219 Closed
HW
696
Hamilton Wealth
California
-$2.67M -18,005 Closed
CG
697
Colony Group
Massachusetts
-$8.55M -17,370 Closed
JG
698
Jefferies Group
New York
-$2.34M -17,000 Closed
MIAN
699
Mariner Independent Advisor Network
Kansas
-$2.14M -14,780 Closed
FFC
700
Fure Financial Corporation
Minnesota
-$2.19M -14,751 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.