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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
SCP
701
Stamos Capital Partners
California
-$2.02M -13,600 Closed
FTS
702
Fifth Third Securities
Ohio
-$1.91M -12,899 Closed
MPPLM
703
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$1.9M -12,806 Closed
BWA
704
BDO Wealth Advisors
Florida
-$1.82M -12,280 Closed
Janus Henderson Group
705
Janus Henderson Group
United Kingdom
-$1.8M -12,174 Closed
XS
706
XR Securities
Illinois
-$1.59M -11,524 Closed
MWPCG
707
Measured Wealth Private Client Group
New Hampshire
-$1.66M -11,178 Closed
CF
708
Copperwynd Financial
Arizona
-$1.45M -9,754 Closed
OAM
709
Occidental Asset Management
California
-$1.38M -9,299 Closed
RWP
710
RWA Wealth Partners
Massachusetts
-$1.28M -8,627 Closed
IC
711
Innealta Capital
Texas
-$1.02M -6,887 Closed
BCM
712
Basso Capital Management
Connecticut
-$978K -6,600 Closed
FW
713
FirstPurpose Wealth
Utah
-$967K -6,527 Closed
KFSC
714
Keystone Financial Services (Colorado)
Colorado
-$927K -6,254 Closed
BBVA
715
Banco Bilbao Vizcaya Argentaria
Spain
-$837K -5,638 Closed
JSW
716
Journey Strategic Wealth
New Jersey
-$763K -5,150 Closed
NL
717
NKCFO LLC
Illinois
-$741K -5,000 Closed
TI
718
Trexquant Investment
Connecticut
-$680K -4,589 Closed
HI
719
Horizon Investments
North Carolina
-$678K -4,578 Closed
FFS
720
Founders Financial Securities
Maryland
-$677K -4,566 Closed
RVM
721
Robinson Value Management
Texas
-$664K -4,484 Closed
NL
722
NVWM LLC
Pennsylvania
-$652K -4,396 Closed
RGC
723
Roberts, Glore & Co
Illinois
-$612K -4,132 Closed
HAS
724
HBW Advisory Services
California
-$607K -4,094 Closed
EPA
725
Element Pointe Advisors
Florida
-$565K -3,816 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.