We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
BBVA
51
Banco Bilbao Vizcaya Argentaria
Spain
$57.1M +$19.3M +184,325 +52%
BHCM
52
Brevan Howard Capital Management
Jersey
$53.2M +$38.2M +365,000 +270%
Simplex Trading
53
Simplex Trading
Illinois
$50.1M +$32.7M +312,157 +196%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$48M +$17.1M +162,956 +57%
HighTower Advisors
55
HighTower Advisors
Illinois
$45.8M +$18.5M +176,637 +70%
AI
56
Accredited Investors
Minnesota
$45.4M +$5.64M +53,944 +14%
DI
57
DFPG Investments
Utah
$44.4M +$27.3M +261,192 +167%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$44.3M +$5.61M +53,620 +15%
TF
59
Trek Financial
Arizona
$43.9M +$1.92M +18,322 +5%
CWM
60
Comprehensive Wealth Management
Washington
$43M +$1.91M +18,248 +5%
ST
61
Spinnaker Trust
Maine
$39.4M +$113K +1,081 +0.3%
Marshall Wace
62
Marshall Wace
United Kingdom
$39.2M +$17.8M +169,900 +86%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$38.8M -$14.4M -137,369 -27%
TC
64
TownSquare Capital
Utah
$37.2M -$5.19M -49,566 -12%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$35.2M +$31.3M +299,313 +957%
EFI
66
EHP Funds Inc
Canada
$34.9M +$34.4M +328,400 New
SIA
67
Strategic Investment Advisors
Michigan
$34.4M +$3.12M +29,861 +10%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$34.1M +$33.6M +320,700 New
NHFG
69
New Harbor Financial Group
Massachusetts
$34M +$5.43M +51,851 +19%
KF
70
Krilogy Financial
Missouri
$33.1M +$30.3M +289,996 +1,358%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$32.9M +$150K +1,432 +0.5%
PI
72
PFS Investments
Georgia
$32.1M -$19M -181,232 -38%
BA
73
BCM Advisors
Louisiana
$31.7M +$2.1M +20,107 +7%
FIM
74
Freedom Investment Management
Connecticut
$31.6M +$11.8M +112,604 +61%
CWM
75
Cadence Wealth Management
Massachusetts
$30.8M -$4.02M -38,417 -12%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.