We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,184 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 496 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,184 (+81)

5.42% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,184
Holders Change
+81
Holders Change %
+7.34%
% of All Funds
17%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
496
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
726
Clearview Wealth Advisors
Oregon
$891K +$77.8K +807 +10%
RWM
727
Ritholtz Wealth Management
New York
$889K -$308K -3,196 -26%
ONB
728
Old National Bancorp
Indiana
$884K +$210K +2,175 +32%
AWM
729
Alterna Wealth Management
Texas
$878K -$16K -166 -2%
GL
730
Graypoint LLC
New York
$876K +$861K +8,928 New
TPWA
731
Twin Peaks Wealth Advisors
California
$872K -$70.3K -729 -8%
MFG
732
Magnus Financial Group
New York
$868K +$351K +3,641 +70%
Zurich Cantonal Bank
733
Zurich Cantonal Bank
Switzerland
$858K +$839K +8,700 New
FPCP
734
Fort Point Capital Partners
California
$853K -$127K -1,316 -13%
CPRC
735
Consolidated Portfolio Review Corp
New York
$848K -$72.9K -756 -8%
CNWM
736
Clay Northam Wealth Management
California
$848K +$24.1K +250 +3%
SL
737
SWMG LLC
Texas
$837K -$355K -3,683 -28%
RAS
738
RPS Advisory Solutions
Kentucky
$834K +$819K +8,497 New
AFO
739
Arrowroot Family Office
California
$833K -$242K -2,508 -23%
PIMG
740
Patriot Investment Management Group
Tennessee
$830K
SF
741
Slagle Financial
Illinois
$829K +$128K +1,329 +19%
HAS
742
HBW Advisory Services
California
$826K +$495K +5,130 +156%
SAMC
743
Spectrum Asset Management (California)
California
$821K
LAM
744
Lewis Asset Management
California
$819K +$239K +2,475 +42%
GC
745
Guidance Capital
Kentucky
$819K +$168K +1,743 +25%
TIM
746
Tortoise Investment Management
New York
$817K +$38.8K +402 +5%
LFA
747
LGT Financial Advisors
Texas
$800K +$165K +1,714 +27%
CL
748
Choreo LLC
Illinois
$790K +$120K +1,248 +18%
OCM
749
Objective Capital Management
Ohio
$786K +$773K +8,016 New
SMAM
750
Sugar Maple Asset Management
Wisconsin
$785K +$771K +8,000 New