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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$30.2M +$4.14M +34,083 +17%
FA
52
Freestate Advisors
Kansas
$30.1M +$29M +238,166 New
AI
53
Atria Investments
North Carolina
$29.2M -$51.9M -426,698 -65%
FIA
54
Foundations Investment Advisors
Arizona
$27.1M +$19.2M +157,694 +280%
OAM
55
Oxford Asset Management
United Kingdom
$26.2M +$25.2M +206,835 New
Wolverine Trading
56
Wolverine Trading
Illinois
$25.9M +$24.9M +205,024 New
AAM
57
American Asset Management
Florida
$24.9M -$16.2M -133,534 -40%
FI
58
FormulaFolio Investments
Michigan
$24.3M +$19.3M +159,036 +474%
CAN
59
Cetera Advisor Networks
California
$23.7M +$19.4M +159,314 +564%
TF
60
Trek Financial
Arizona
$22.5M -$49.6M -407,835 -70%
HWA
61
HCR Wealth Advisors
California
$21.5M +$17.2M +141,557 +486%
VWM
62
Venturi Wealth Management
Texas
$21.1M -$25.9M -212,972 -56%
PI
63
PFS Investments
Georgia
$18.9M -$1.01M -8,306 -5%
FIM
64
Freedom Investment Management
Connecticut
$17.8M -$2.94M -24,161 -15%
AIP
65
Almanack Investment Partners
Pennsylvania
$17.5M +$1.05M +8,669 +7%
DRS
66
Deane Retirement Strategies
Louisiana
$17.4M +$6.24M +51,329 +60%
FSA
67
Financial Sense Advisors
California
$17.3M +$16.6M +136,626 New
RJFSA
68
Raymond James Financial Services Advisors
Florida
$17.2M -$11.5M -94,353 -41%
I2I
69
Insight 2811 Inc
Illinois
$16.5M +$15.9M +130,622 New
AG
70
Advisor Group
Arizona
$15.8M +$5.82M +47,831 +62%
AWM
71
AE Wealth Management
Kansas
$15.8M +$14.5M +118,974 +2,084%
AllianceBernstein
72
AllianceBernstein
Tennessee
$15.4M +$3.32M +27,284 +29%
MML Investors Services
73
MML Investors Services
Massachusetts
$15.4M +$8.49M +69,828 +135%
CIM
74
Confluence Investment Management
Missouri
$15.2M +$593K +4,880 +4%
SS
75
Simplicity Solutions
Minnesota
$15M +$13.7M +112,293 +1,765%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.