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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
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.57K
JHCP
777
Jackson Hole Capital Partners
Oklahoma
$4.36K
NMG
778
New Millennium Group
Utah
$3.4K
FA
779
Fortis Advisors
Pennsylvania
$3.4K +$3.35K +32 New
TWA
780
TCI Wealth Advisors
Arizona
$3.3K +$209 +2 +7%
MWC
781
MBM Wealth Consultants
Missouri
$3K
CB
782
Centennial Bank
Arkansas
$2.98K
CIA
783
Cape Investment Advisory
Georgia
$2.98K +$2.93K +28 New
LWANC
784
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.77K +$2.72K +26 New
HWA
785
HHM Wealth Advisors
Tennessee
$2.55K +$2.51K +24 New
GFWA
786
Grey Fox Wealth Advisors
Delaware
$2.45K +$2.41K +23 New
SL
787
Savior LLC
Massachusetts
$2.33K -$732 -7 -24%
SSC
788
Syverson Strege & Co
Iowa
$2.13K +$2.09K +20 New
LWP
789
Lumature Wealth Partners
Georgia
$2.02K
BEI
790
Benjamin Edwards Inc
Missouri
$2K +$2.41K +23 New
CA
791
Clearstead Advisors
Ohio
$1.92K -$97.9K -936 -98%
PS
792
PayPay Securities
Japan
$1.6K +$105 +1 +7%
CAM
793
Chesapeake Asset Management
New York
$1.59K +$1.57K +15 New
FCAS
794
First Command Advisory Services
Texas
$1.49K +$1.47K +14 New
AIA
795
Armor Investment Advisors
North Carolina
$1.38K -$1.26K -12 -48%
AWM
796
Aspire Wealth Management
Massachusetts
$1.21K -$66.5K -636 -98%
RA
797
Rise Advisors
New York
$1.18K +$1.15K +11 New
MAWA
798
Moss Adams Wealth Advisors
Washington
$1.17K +$1.15K +11 New
TCWA
799
Ten Capital Wealth Advisors
Washington
$1.17K
SCA
800
Stonebridge Capital Advisors
Minnesota
$1.06K

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.