We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$46.3M +$9.81M +66,541 +26%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$45.7M +$2.14M +14,502 +5%
VWM
53
Venturi Wealth Management
Texas
$45.4M +$20.1M +136,372 +80%
Victory Capital Management
54
Victory Capital Management
Texas
$43.2M +$43M +291,529 New
TC
55
TownSquare Capital
Utah
$41.4M +$5.51M +37,392 +15%
CF
56
Clarity Financial
Texas
$41.2M -$9.45M -64,149 -19%
HighTower Advisors
57
HighTower Advisors
Illinois
$41.2M +$4.35M +29,513 +12%
DCM
58
Disciplina Capital Management
Tennessee
$40M +$15.1M +102,473 +61%
RJA
59
Raymond James & Associates
Florida
$38.4M -$1.52M -10,341 -4%
HF
60
HRT Financial
New York
$38.1M -$9.41M -63,880 -20%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$36.7M -$452K -3,067 -1%
DCC
62
Dow Chemical Company
Michigan
$36.6M
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$35.8M -$645K -4,374 -2%
AAM
64
American Asset Management
Florida
$35.2M +$2.64M +17,934 +8%
BA
65
BCM Advisors
Louisiana
$34.3M +$2.78M +18,834 +8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$33M -$339K -2,303 -1%
ODIJL
67
One Day In July LLC
Vermont
$32.5M +$2.43M +16,500 +8%
ACM
68
Avalon Capital Management
California
$32.3M +$32.1M +218,051 New
FIM
69
Freedom Investment Management
Connecticut
$32.3M -$9.69M -65,755 -23%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$32.2M +$32M +217,429 New
SIA
71
Strategic Investment Advisors
Michigan
$32M +$3M +20,356 +10%
BFP
72
Briaud Financial Planning
Texas
$30.3M +$16.9M +114,632 +127%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$30.3M +$1.91M +12,940 +7%
RIG
74
RiverFront Investment Group
Virginia
$30.3M -$6.69M -45,381 -18%
TWA
75
TPB Wealth Advisors
Texas
$25.5M +$11.7M +79,616 +86%