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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$48M +$11.7M +71,076 +32%
BIA
52
Barry Investment Advisors
Massachusetts
$47.4M +$47.6M +289,308 New
GAG
53
GM Advisory Group
New York
$46.9M -$4.58M -27,818 -9%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.1M +$2.08M +12,651 +5%
AllianceBernstein
55
AllianceBernstein
Tennessee
$34.9M +$12.8M +77,666 +58%
PI
56
PFS Investments
Georgia
$34.8M +$13.9M +84,718 +67%
Truist Financial
57
Truist Financial
North Carolina
$34.1M +$12M +72,727 +54%
FIM
58
Freedom Investment Management
Connecticut
$31.1M +$3.2M +19,461 +11%
I
59
IberiaBank
Louisiana
$29.3M +$7.06M +42,898 +32%
MML Investors Services
60
MML Investors Services
Massachusetts
$28.9M +$648K +3,937 +2%
BFP
61
Briaud Financial Planning
Texas
$27.1M +$26.8M +162,716 +6,009%
PAG
62
Pinnacle Advisory Group
Maryland
$26.9M -$10.2M -61,724 -27%
ODIJL
63
One Day In July LLC
Vermont
$26.5M -$1.09M -6,614 -4%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$26.5M +$12.6M +76,647 +90%
BCM
65
Brookstone Capital Management
Illinois
$26.3M -$8.29M -50,377 -24%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$25.6M +$13.7M +83,319 +115%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$25.2M -$26.2M -159,197 -51%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$25.1M +$5.22M +31,684 +27%
KP
69
Keel Point
Alabama
$24.9M -$2.54M -15,458 -9%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$24.6M -$10.6M -64,246 -30%
LNC
71
Lincoln National Corp
Pennsylvania
$24.1M +$3.04M +18,453 +14%
IWC
72
Integrated Wealth Concepts
Massachusetts
$22.1M +$5.07M +30,822 +30%
DRS
73
Deane Retirement Strategies
Louisiana
$21.6M +$4.04M +24,568 +23%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$21.4M
MD
75
Money Design
Japan
$20.5M +$10.7M +64,783 +108%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.