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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
ANBT
751
American National Bank & Trust
Texas
$14.3K
GEA
752
Glen Eagle Advisors
New Jersey
$13.4K +$8.37K +80 +174%
TWM
753
Tradition Wealth Management
Minnesota
$13K +$12.3K +118 New
CFG
754
CKW Financial Group
Hawaii
$12K
TC
755
Truvestments Capital
Florida
$11.4K
TF
756
TimeScale Financial
Massachusetts
$11.2K +$11K +105 New
VNA
757
Valley National Advisers
Pennsylvania
$11K +$5.23K +50 +93%
WCAMG
758
Woodard & Company Asset Management Group
North Carolina
$10.6K
BWL
759
Bogart Wealth LLC
Virginia
$10.6K +$10.5K +100 New
VCM
760
Versant Capital Management
Arizona
$9.89K +$9.42K +90 +3,000%
BSB
761
Bangor Savings Bank
Maine
$9.68K
AF
762
Arrow Financial
New York
$9.36K
KTC
763
Kistler-Tiffany Companies
Pennsylvania
$8.62K +$8.47K +81 New
GBT
764
Grove Bank & Trust
Florida
$8.3K
LWA
765
Lowe Wealth Advisors
Maryland
$7.98K -$2.62K -25 -25%
SC
766
Stephens Consulting
Michigan
$7.45K -$40.6K -388 -85%
HIA
767
Harbor Investment Advisory
Maryland
$7.13K
WP
768
WealthPLAN Partners
Nebraska
$5.96K -$1.89M -18,064 -100%
FMII
769
Farmers & Merchants Investments Inc
Nebraska
$5.96K +$1.78K +17 +44%
CWAF
770
Core Wealth Advisors (Florida)
Florida
$5.96K +$5.86K +56 New
DI
771
Disciplined Investments
Oklahoma
$5.64K +$5.54K +53 New
WT
772
Washington Trust
Rhode Island
$5.32K +$5.23K +50 New
KHC
773
Koesten Hirschmann & Crabtree
Kansas
$5.11K +$5.02K +48 New
AIM
774
Anchor Investment Management
South Carolina
$4.89K
CWP
775
Concord Wealth Partners
Virginia
$4.57K

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.