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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
CTA
751
Camelot Technology Advisors
California
$577K +$343K +3,627 +147%
PCS
752
Personal CFO Solutions
New Jersey
$572K -$767K -8,108 -57%
CG
753
Cutler Group
California
$568K -$25M -264,092 -98%
JWCA
754
J.W. Cole Advisors
Florida
$565K -$321K -3,390 -36%
CPRC
755
Consolidated Portfolio Review Corp
New York
$565K -$43.6K -461 -7%
CAM
756
Concorde Asset Management
Michigan
$559K +$35.6K +376 +7%
W
757
WPWealth
Texas
$557K -$184K -1,943 -25%
SOS
758
Silver Oak Securities
Tennessee
$555K -$513K -5,429 -48%
CAL
759
Capital Analysts LLC
Pennsylvania
$555K -$148K -1,561 -21%
IIC
760
Integrated Investment Consultants
Michigan
$552K +$552K +5,838 New
VPP
761
Vertex Planning Partners
Illinois
$550K +$51.2K +541 +10%
FFWM
762
Future Financial Wealth Management
Ohio
$549K +$94.6K +1,000 +21%
RWM
763
Revisor Wealth Management
Ohio
$546K +$533K +5,640 New
PA
764
Parallel Advisors
California
$544K -$239K -2,531 -31%
RFC
765
Regions Financial Corp
Alabama
$543K -$215K -2,273 -28%
OWA
766
Opal Wealth Advisors
New York
$538K -$349K -3,685 -39%
BWG
767
Boomfish Wealth Group
Georgia
$537K +$537K +5,674 New
TAM
768
Tucker Asset Management
Colorado
$533K +$501K +5,298 +1,577%
LAM
769
Lewis Asset Management
California
$532K +$86.9K +919 +20%
IFA
770
Interactive Financial Advisors
Illinois
$521K -$3.06M -32,386 -85%
LIA
771
LifePlan Investment Advisors
North Carolina
$518K -$68.3K -722 -12%
Luther King Capital Management (LKCM)
772
Luther King Capital Management (LKCM)
Texas
$514K
EWM
773
Edge Wealth Management
New York
$511K +$511K +5,400 New
APC
774
Aspire Private Capital
North Carolina
$507K +$139K +1,470 +38%
WFA
775
Wade Financial Advisory
California
$507K +$58.2K +615 +13%

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.