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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
701
Sandy Spring Bank
Maryland
$86.9K +$28.6K +273 +50%
CWC
702
Carolinas Wealth Consulting
North Carolina
$86.2K -$19.7K -188 -19%
RFA
703
Resurgent Financial Advisors
Georgia
$85.6K -$732 -7 -0.9%
BFPW
704
BOK Financial Private Wealth
Colorado
$76.3K +$75K +717 New
TCPG
705
Trivant Custom Portfolio Group
California
$73.4K +$72.2K +690 New
GIA
706
Goodwin Investment Advisory
Georgia
$67K -$314 -3 -0.5%
APC
707
Aspire Private Capital
North Carolina
$65.1K -$1.78K -17 -3%
CTA
708
Colonial Trust Advisors
South Carolina
$62.4K
ELI
709
Empire Life Investments
Ontario, Canada
$61K +$8.06K +77 +15%
SIS
710
Sound Income Strategies
Florida
$55.2K +$105 +1 +0.2%
WBC
711
West Branch Capital
Massachusetts
$55.1K +$209 +2 +0.4%
BWM
712
Baystate Wealth Management
Massachusetts
$53K -$942 -9 -2%
CIR
713
Clear Investment Research
Georgia
$48.9K
KC
714
Kenfarb & Co
Kentucky
$48.8K
RI
715
Ridgewood Investments
New Jersey
$48.1K +$47.4K +453 New
EWA
716
EverSource Wealth Advisors
Alabama
$46.4K -$8.16K -78 -15%
OFG
717
Oxford Financial Group
Indiana
$45.6K
PTC
718
Private Trust Company
Ohio
$43.6K +$12.6K +120 +41%
GC
719
Gould Capital
Washington
$41.4K +$5.02K +48 +14%
FA
720
Faithward Advisors
Pennsylvania
$40.4K -$10.8K -103 -21%
CSPIA
721
Cary Street Partners Investment Advisory
Virginia
$39.9K
MCM
722
Manchester Capital Management
Vermont
$37.4K +$36.8K +352 New
HDIM
723
Hanson & Doremus Investment Management
Vermont
$37K
IRC
724
Investors Research Corp
Georgia
$36.5K -$2.09K -20 -6%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$35.7K +$22.8K +218 +185%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.