We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

775 hedge funds and large institutions have $20.2B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 306 increasing their positions, 234 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $8.66B | Put options by funds: $4.87B

50% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 120

31% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 234

14% more capital invested

Capital invested by funds: $17.8B → $20.2B (+$2.4B)

6% more funds holding

Funds holding: 733775 (+42)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.62% more ownership

Funds ownership: 73.31%73.92% (+0.62%)

Holders
775
Holders Change
+42
Holders Change %
+5.73%
% of All Funds
12.46%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.35%
New
180
Increased
306
Reduced
234
Closed
120
Calls
$8.66B
Puts
$4.87B
Net Calls
+$3.79B
Net Calls Change
-$659M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
701
Balentine LLC
Georgia
$32.7K -$302 -3 -0.9%
CIAS
702
Capital Investment Advisory Services
North Carolina
$32.2K -$154K -1,526 -83%
FWP
703
FAS Wealth Partners
Kansas
$31.9K -$119K -1,184 -79%
AWM
704
AllSquare Wealth Management
New York
$29.9K +$30.2K +300 New
PTC
705
Private Trust Company
Ohio
$29K -$6.15K -61 -17%
AAP
706
Arax Advisory Partners
Colorado
$28.2K +$28.5K +283 New
EE
707
EWG Elevate
California
$26.1K -$1.18M -11,744 -98%
RWPA
708
Richard W. Paul & Associates
Michigan
$25.4K +$25.7K +255 New
MSCM
709
McElhenny Sheffield Capital Management
Texas
$24.8K +$25.1K +249 New
AIC
710
Archer Investment Corporation
Indiana
$22.7K -$156K -1,549 -87%
MPCG
711
Matrix Private Capital Group
New York
$20.2K -$6.55K -65 -24%
CT
712
Caldwell Trust
Florida
$19.9K -$47K -466 -70%
BCA
713
Bray Capital Advisors
Florida
$18.9K
PA
714
PSI Advisors
Florida
$18.3K
TAM
715
Tucker Asset Management
Colorado
$18K
SMA
716
Sage Mountain Advisors
Georgia
$16.9K +$17.1K +170 New
BA
717
Bellwether Advisors
Nebraska
$16.7K -$6.45K -64 -28%
HNWAG
718
High Net Worth Advisory Group
Florida
$16.6K -$60.5K -600 -78%
S
719
SignatureFD
Georgia
$15.7K -$1.61K -16 -9%
BWM
720
BerganKDV Wealth Management
Minnesota
$14.4K +$202 +2 +1%
MWC
721
MBM Wealth Consultants
Missouri
$14K +$14.1K +140 New
ANBT
722
American National Bank & Trust
Texas
$13K
CFG
723
CKW Financial Group
Hawaii
$12K
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$12K
FMP
725
Financial Management Professionals
Texas
$11K -$5.84K -58 -35%