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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
WA
726
Waverly Advisors
Alabama
$640K +$640K +6,762 New
TF
727
Theory Financial
Colorado
$637K +$195K +2,059 +44%
EGA
728
Eagle Global Advisors
Texas
$635K
CSC
729
Caldwell Sutter Capital
California
$635K +$20.1K +212 +3%
FW
730
FirstPurpose Wealth
Utah
$633K -$616K -6,511 -48%
RBA
731
Richard Bernstein Advisors
New York
$627K -$50.2K -531 -7%
CNWM
732
Clay Northam Wealth Management
California
$626K +$56.8K +600 +10%
NCFG
733
New Century Financial Group
New Jersey
$615K -$456K -4,822 -43%
AAG
734
Armstrong Advisory Group
Massachusetts
$614K
OCM
735
Objective Capital Management
Ohio
$613K +$196K +2,067 +47%
BWA
736
BCU Wealth Advisors
Illinois
$612K -$95.1K -1,005 -13%
RWA
737
Rooted Wealth Advisors
Illinois
$612K +$42.8K +452 +7%
AWS
738
Aspen Wealth Strategies
Colorado
$607K +$2.93K +31 +0.5%
BIG
739
Bush Investment Group
Georgia
$605K -$45.8K -484 -7%
ONB
740
Old National Bancorp
Indiana
$603K +$603K +6,375 New
MOS
741
MGO One Seven
Ohio
$593K -$343K -3,622 -37%
AWM
742
Alterna Wealth Management
Texas
$588K -$143K -1,517 -20%
DA
743
Dover Advisors
Virginia
$587K +$587K +6,208 New
FWM
744
Foguth Wealth Management
Michigan
$587K +$587K +6,202 New
PPC
745
Park Place Capital
Alabama
$584K -$268K -2,838 -31%
KJHP
746
K.J. Harrison & Partners
Ontario, Canada
$580K
TIM
747
Tortoise Investment Management
New York
$579K -$10.5K -111 -2%
SC
748
Shay Capital
New York
$577K
GC
749
Guidance Capital
Kentucky
$577K -$1.62M -17,081 -72%
APW
750
Aurora Private Wealth
New Jersey
$577K -$2.74K -29 -0.5%

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.