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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
MC
751
Moors & Cabot
Massachusetts
-$233K -1,575 Closed
HGERS
752
Householder Group Estate & Retirement Specialist
Arizona
-$232K -1,565 Closed
SGI
753
Summit Global Investments
Utah
-$226K -1,525 Closed
PIA
754
Pinion Investment Advisors
Kansas
-$225K -1,521 Closed
TNBTD
755
Trustmark National Bank Trust Department
Mississippi
-$223K -1,504 Closed
PA
756
PFG Advisors
Arizona
-$223K -1,502 Closed
Point72 Asset Management
757
Point72 Asset Management
Connecticut
-$222K -1,500 Closed
Balyasny Asset Management
758
Balyasny Asset Management
Illinois
-$205K -1,484 Closed
NFC
759
Northeast Financial Consultants
Connecticut
-$218K -1,473 Closed
LTL
760
Lowery Thomas LLC
California
-$217K -1,465 Closed
PA
761
Parkside Advisors
California
-$214K -1,442 Closed
Loomis, Sayles & Company
762
Loomis, Sayles & Company
Massachusetts
-$208K -1,403 Closed
OBWG
763
Onyx Bridge Wealth Group
New York
-$202K -1,399 Closed
CC
764
Cypress Capital
Tennessee
-$206K -1,393 Closed
DI
765
Diligent Investors
California
-$201K -1,353 Closed
AP
766
Americana Partners
Texas
-$200K -1,350 Closed
WCG
767
Wall Capital Group
Arizona
-$166K -1,122 Closed
BC
768
Barnett & Company
Tennessee
-$124K -835 Closed
SJIM
769
St. Johns Investment Management
Florida
-$49K -330 Closed
IPW
770
IronBridge Private Wealth
Texas
-$41K -282 Closed
ACM
771
Absolute Capital Management
Pennsylvania
-$34K -230 Closed
MP
772
McDonald Partners
Ohio
-$34K -230 Closed
PWM
773
Provident Wealth Management
Tennessee
-$28K -188 Closed
KFP
774
KB Financial Partners
New Jersey
-$26K -173 Closed
VRM
775
Vectors Research Management
New York
-$25K -170 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.