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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
BA
726
Bristlecone Advisors
Washington
$35.6K +$35.1K +335 New
CWM
727
Compass Wealth Management
Connecticut
$33.5K +$33K +315 New
FWM
728
Focused Wealth Management
New York
$33K -$198K -1,890 -86%
AWM
729
AllSquare Wealth Management
New York
$31.9K
AAP
730
Arax Advisory Partners
Colorado
$30.1K
CIAS
731
Capital Investment Advisory Services
North Carolina
$28.2K -$6.07K -58 -18%
BL
732
Balentine LLC
Georgia
$28.1K -$6.7K -64 -20%
FFA
733
Founders Financial Alliance
North Carolina
$27.5K +$22K +210 +389%
FGAM
734
Financial Gravity Asset Management
Texas
$27.2K +$381K +3,646 +3,646%
TAM
735
Tucker Asset Management
Colorado
$27.1K +$7.95K +76 +42%
AIC
736
Archer Investment Corporation
Indiana
$26.5K +$2.2K +21 +9%
WTC
737
WhitTier Trust Company
Nevada
$26.2K +$25.7K +246 New
GIA
738
GHP Investment Advisors
Colorado
$24K +$23.6K +226 New
AWM
739
Avondale Wealth Management
Texas
$23.2K -$55.7K -532 -71%
AF
740
Advisornet Financial
Minnesota
$21.4K +$17.7K +169 +528%
BCA
741
Bray Capital Advisors
Florida
$20.2K
SWG
742
Summit Wealth Group
Vermont
$20K +$220M +2,100,005 New
FWP
743
FAS Wealth Partners
Kansas
$19.9K -$13.9K -133 -42%
ACA
744
Aptus Capital Advisors
Alabama
$19.7K -$208K -1,986 -91%
PA
745
PSI Advisors
Florida
$19.6K
BWM
746
BerganKDV Wealth Management
Minnesota
$19.5K +$3.98K +38 +26%
BA
747
Bellwether Advisors
Nebraska
$16.8K -$1.05K -10 -6%
S
748
SignatureFD
Georgia
$16.8K
MPCG
749
Matrix Private Capital Group
New York
$16.4K -$5.13K -49 -24%
RAM
750
Riggs Asset Management
Pennsylvania
$14.3K -$2.04M -19,531 -99%

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.