TLT icon

iShares 20+ Year Treasury Bond ETF

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
751
Cornerstone Planning Group
New Jersey
$68.6K +$68.6K +666 New
EWA
752
EverSource Wealth Advisors
Alabama
$68.4K +$23.5K +228 +52%
NCM
753
Northwest Capital Management
Oregon
$67.9K +$67.9K +660 New
RI
754
Ridgewood Investments
New Jersey
$67.2K +$20.6K +200 +44%
PP
755
PrairieView Partners
Minnesota
$67K +$67K +657 New
S
756
SignatureFD
Georgia
$65.6K +$49.3K +479 +303%
WOSD
757
WFA of San Diego
California
$61.8K +$61.8K +600 New
CTA
758
Colonial Trust Advisors
South Carolina
$58.2K -$2.27K -22 -4%
LFG
759
Larson Financial Group
Missouri
$57.5K -$69.1K -671 -55%
RIA
760
Realta Investment Advisors
Delaware
$55.7K +$55.7K +541 New
WBC
761
West Branch Capital
Massachusetts
$53.8K +$412 +4 +0.8%
SIS
762
Sound Income Strategies
Florida
$53.5K +$103 +1 +0.2%
UB
763
UMB Bank
Missouri
$53.2K -$62.5K -607 -54%
Loomis, Sayles & Company
764
Loomis, Sayles & Company
Massachusetts
$52K +$52K +504 New
RCM
765
Raleigh Capital Management
North Carolina
$50.6K +$50.6K +492 New
HIA
766
Harbor Investment Advisory
Maryland
$49.9K +$43K +418 +624%
APC
767
Aspire Private Capital
North Carolina
$47.5K -$15.5K -151 -25%
CIR
768
Clear Investment Research
Georgia
$47.4K
KC
769
Kenfarb & Co
Kentucky
$47.2K
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$45K +$10.4K +101 +30%
PO
771
Private Ocean
California
$44.6K +$44.6K +433 New
AWM
772
Atticus Wealth Management
Florida
$42.4K -$413K -4,013 -91%
RAM
773
Riggs Asset Management
Pennsylvania
$38.9K +$25.1K +244 +182%
GC
774
Gould Capital
Washington
$38.6K -$1.44K -14 -4%
DJSG
775
D.J. St. Germain
Massachusetts
$38.6K +$38.6K +375 New