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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$82.5M -$106M -1,117,082 -56%
PAS
52
Park Avenue Securities
New York
$79.8M -$16.3M -171,876 -17%
Citadel Advisors
53
Citadel Advisors
Florida
$78.5M -$86.9M -918,855 -53%
Deutsche Bank
54
Deutsche Bank
Germany
$75.7M +$75.7M +799,858 +563,280%
HighTower Advisors
55
HighTower Advisors
Illinois
$75.3M +$13.1M +138,737 +21%
MML Investors Services
56
MML Investors Services
Massachusetts
$71.5M -$23.8M -251,746 -25%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$70.9M +$31.2M +329,600 +79%
MIC
58
Maxi Investments CY
Cyprus
$57.8M -$61.7M -651,818 -52%
DCM
59
Disciplina Capital Management
Tennessee
$57.4M +$12.3M +130,071 +27%
Tudor Investment Corp
60
Tudor Investment Corp
Connecticut
$56.8M +$55.6M +587,640 +4,737%
IG
61
ING Group
Netherlands
$55.4M +$55.4M +585,200 New
GSC
62
Ground Swell Capital
South Carolina
$55.3M +$46.1M +487,914 +508%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$55.2M -$6.17M -65,217 -10%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$54.5M +$1.86M +19,642 +4%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$53M +$2.95M +31,193 +6%
CAN
66
Cetera Advisor Networks
California
$50.5M -$70.7K -748 -0.1%
JPG
67
Jordan Park Group
California
$48.6M +$17.1M +180,286 +54%
AWS
68
Atria Wealth Solutions
New York
$48.2M +$7.45M +78,766 +18%
LOAMU
69
Lombard Odier Asset Management (USA)
New York
$47.3M +$28.4M +300,000 +150%
AG
70
AlTi Global
New York
$46.5M -$8.68M -91,790 -16%
AWM
71
AE Wealth Management
Kansas
$45.5M -$30.6M -323,067 -40%
GC
72
GFG Capital
Florida
$45.5M +$696M +7,361,102 +6,965%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$45.4M -$45.4M -479,551 -50%
DWM
74
Dynasty Wealth Management
Florida
$44.3M +$44.3M +468,677 New
QWP
75
Quotient Wealth Partners
Texas
$42.5M +$4.22M +44,571 +11%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.