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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
CS
676
Capital Square
Tennessee
$851K +$851K +8,998 New
MWM
677
Moulton Wealth Management
Washington
$834K -$4.37M -46,207 -84%
FAG
678
Fortitude Advisory Group
Washington
$826K -$816K -8,632 -50%
ATPW
679
Ashton Thomas Private Wealth
Arizona
$800K +$145K +1,530 +22%
GWP
680
Gateway Wealth Partners
Wisconsin
$798K -$94.3K -997 -11%
AWM
681
Aprio Wealth Management
Georgia
$796K
SAMC
682
Spectrum Asset Management (California)
California
$792K
HNB
683
Hilltop National Bank
Wyoming
$785K +$785K +8,297 New
WAM
684
Wakefield Asset Management
Colorado
$785K +$21.9K +232 +3%
MSFS
685
Main Street Financial Solutions
Pennsylvania
$784K +$352K +3,721 +82%
GWP
686
Gen-Wealth Partners
Michigan
$774K +$773K +8,177 New
TPWA
687
Twin Peaks Wealth Advisors
California
$767K +$73.3K +775 +11%
RIG
688
RiverFront Investment Group
Virginia
$766K +$68.7K +726 +10%
EWA
689
EP Wealth Advisors
California
$765K -$1.6M -16,932 -68%
SAM
690
Strategy Asset Managers
California
$763K -$205K -2,172 -21%
PIMG
691
Patriot Investment Management Group
Tennessee
$761K
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$759K -$14.9K -158 -2%
BPA
693
Beacon Pointe Advisors
California
$755K +$110K +1,162 +17%
TWP
694
Tempus Wealth Planning
California
$751K +$214K +2,258 +40%
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$751K +$55.7K +589 +8%
CPW
696
Catalyst Private Wealth
California
$750K -$24.1K -255 -3%
RC
697
Rovin Capital
Arizona
$750K -$575K -6,084 -43%
SHGA
698
Sand Hill Global Advisors
California
$741K -$3.61M -38,187 -83%
AA
699
Auxano Advisors
Washington
$736K +$2.65K +28 +0.4%
SAG
700
SageView Advisory Group
California
$733K +$848K +8,963 New

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.