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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$35.4M -$39.7M -266,439 -55%
BCM
52
Brookstone Capital Management
Illinois
$34.8M +$6.94M +46,589 +28%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$33.7M +$7.13M +47,812 +31%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$32.9M -$2.31M -15,492 -7%
HI
55
Horizon Investments
North Carolina
$32.7M +$19.5M +131,084 +194%
CCP
56
Cardan Capital Partners
Colorado
$31.1M +$13.3M +89,405 +90%
HWA
57
HCR Wealth Advisors
California
$30.2M -$2.02M -13,564 -7%
MML Investors Services
58
MML Investors Services
Massachusetts
$28.4M -$4.75M -31,893 -16%
ODIJL
59
One Day In July LLC
Vermont
$27.8M +$1.88M +12,613 +8%
KP
60
Keel Point
Alabama
$27.6M +$5.67M +38,054 +29%
WI
61
WBI Investments
New Jersey
$26.7M +$24.2M +162,074 New
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$25.8M +$8.69M +58,291 +59%
VWM
63
Venturi Wealth Management
Texas
$25.2M -$6.13M -41,094 -21%
FIM
64
Freedom Investment Management
Connecticut
$24.6M +$3.93M +26,384 +18%
TCM
65
Tuttle Capital Management
Connecticut
$24.2M -$24.4M -163,881 -53%
FTUS
66
Flow Traders U.S.
New York
$23.9M +$8.87M +59,507 +70%
I
67
IberiaBank
Louisiana
$22.4M -$19.3M -129,595 -49%
Truist Financial
68
Truist Financial
North Carolina
$22.3M -$49.5M -332,166 -71%
AllianceBernstein
69
AllianceBernstein
Tennessee
$22.3M -$4.64M -31,108 -19%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$21.4M +$1.03M +6,930 +6%
UCFA
71
United Capital Financial Advisors
Texas
$21.4M +$310K +2,079 +2%
LNC
72
Lincoln National Corp
Pennsylvania
$21.2M +$19.2M +128,801 New
LAS
73
Lloyd Advisory Services
Georgia
$21.2M -$1.89M -12,663 -9%
PI
74
PFS Investments
Georgia
$21M -$3.97M -26,617 -17%
ECM
75
ETrade Capital Management
Virginia
$20.4M +$1.22M +8,196 +7%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.