We are live on ! Find out more
TLT icon

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
PCM
726
Prelude Capital Management
New York
-$512K -3,712 Closed
IIA
727
IPG Investment Advisors
California
-$520K -3,505 Closed
VVP
728
Venture Visionary Partners
Ohio
-$518K -3,499 Closed
IAN
729
Integrated Advisors Network
Texas
-$433K -2,919 Closed
BFG
730
Barber Financial Group
Kansas
-$422K -2,850 Closed
FHC
731
First Heartland Consultants
Missouri
-$403 -2,723 Closed
CWM
732
Cornerstone Wealth Management
Missouri
-$351K -2,381 Closed
BTWM
733
Baker Tilly Wealth Management
Wisconsin
-$348K -2,345 Closed
ACM
734
Advance Capital Management
Michigan
-$341K -2,299 Closed
FFMBT
735
First Farmers & Merchants Bank Trust
Tennessee
-$332K -2,240 Closed
FAT
736
First American Trust
California
-$325K -2,196 Closed
CA
737
Calton & Associates
Florida
-$322K -2,174 Closed
FEM
738
Fulcrum Equity Management
Texas
-$320K -2,161 Closed
DWM
739
Drive Wealth Management
Utah
-$318K -2,147 Closed
GAG
740
Goodman Advisory Group
Massachusetts
-$316K -2,135 Closed
C
741
Certuity
Florida
-$298K -2,014 Closed
BAS
742
Brown Advisory Securities
Maryland
-$296K -1,991 Closed
SHIM
743
Stone House Investment Management
Pennsylvania
-$278K -1,877 Closed
DSN
744
D. Scott Neal
Kentucky
-$257K -1,736 Closed
AC
745
Apella Capital
Connecticut
-$253K -1,707 Closed
PPA
746
Parametric Portfolio Associates
Washington
-$251K -1,694 Closed
FWM
747
Frontier Wealth Management
Missouri
-$251K -1,691 Closed
KA
748
Kovack Advisors
Florida
-$249K -1,683 Closed
CJFS
749
Coulter & Justus Financial Services
Tennessee
-$245K -1,650 Closed
RA
750
RFG Advisory
Alabama
-$236K -1,592 Closed

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.