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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
51
Apollo Management Holdings
New York
$44.9M +$46.9M +340,000 New
N
52
Natixis
France
$44.5M -$31.8M -230,700 -41%
CG
53
Cutler Group
California
$43.9M +$45.8M +332,036 New
RIG
54
RiverFront Investment Group
Virginia
$42.4M +$16.1M +116,677 +57%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$42M +$1.34M +9,694 +3%
CWM
56
Comprehensive Wealth Management
Washington
$38.9M +$40.6M +294,244 New
ECM
57
ExodusPoint Capital Management
New York
$38.6M +$39.8M +288,600 +7,595%
DCM
58
Disciplina Capital Management
Tennessee
$37.2M +$1.59M +11,534 +4%
CC
59
Cadinha & Co
Hawaii
$35M -$16.3M -118,086 -31%
FIM
60
Freedom Investment Management
Connecticut
$35M +$6.45M +46,755 +21%
BCM
61
Brookstone Capital Management
Illinois
$34.6M -$6.16M -44,654 -14%
HighTower Advisors
62
HighTower Advisors
Illinois
$32.2M -$4.7M -34,053 -12%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$31.6M -$359K -2,606 -1%
AAM
64
American Asset Management
Florida
$31.5M +$123K +893 +0.4%
ODIJL
65
One Day In July LLC
Vermont
$31.1M +$2.21M +16,017 +7%
TWA
66
TPB Wealth Advisors
Texas
$30.8M +$8.39M +60,812 +35%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$30.2M -$2.58M -18,734 -8%
BFP
68
Briaud Financial Planning
Texas
$29.2M +$2.22M +16,130 +8%
BA
69
BCM Advisors
Louisiana
$29M -$168K -1,221 -0.5%
FFM
70
Fullerton Fund Management
Singapore
$28M +$29.2M +211,711 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$27.1M +$21.1M +153,004 +295%
JF
72
Jump Financial
Illinois
$25.9M +$27.1M +196,353 New
QAM
73
Q3 Asset Management
Michigan
$25.9M +$26.8M +194,275 +1,229%
CWM
74
Cadence Wealth Management
Massachusetts
$25.6M +$14.6M +105,491 +120%
NHFG
75
New Harbor Financial Group
Massachusetts
$25.1M +$26.2M +190,300 New

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.