TLT icon

iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
776
Cyndeo Wealth Partners
Florida
$229K +$229K +2,579 New
FBT
777
First Bankers Trust
Kentucky
$228K +$228K +2,570 New
MSL
778
Mackay Shields LLC
New York
$225K
SIS
779
Sound Income Strategies
Florida
$222K +$176K +1,988 +382%
KAS
780
KPP Advisory Services
Kentucky
$222K +$222K +2,500 New
DP
781
Dearborn Partners
Illinois
$222K +$222K +2,500 New
BMCM
782
Burns Matteson Capital Management
New York
$220K -$7.74M -87,215 -97%
SCP
783
Syntal Capital Partners
Texas
$219K +$219K +2,470 New
RFA
784
Resurgent Financial Advisors
Georgia
$214K +$132K +1,484 +160%
SCM
785
Shelton Capital Management
Colorado
$212K +$10.6K +120 +5%
LT
786
Legacy Trust
Michigan
$211K
BMCM
787
Bryn Mawr Capital Management
Pennsylvania
$211K -$21.4K -241 -9%
IGWM
788
ICA Group Wealth Management
Colorado
$211K +$187K +2,136 +791%
MWM
789
MorganRosel Wealth Management
Colorado
$209K +$209K +2,354 New
FCA
790
FinTrust Capital Advisors
South Carolina
$209K +$208K +2,346 +33,514%
NHC
791
Nicholas Hoffman & Company
Georgia
$201K
CT
792
Cambridge Trust
Massachusetts
$198K +$120K +1,351 +154%
GWS
793
Glassman Wealth Services
Virginia
$193K +$26.7K +301 +16%
SFC
794
SYM Financial Corp
Indiana
$191K
HGERS
795
Householder Group Estate & Retirement Specialist
Arizona
$180K +$180K +2,024 New
First Manhattan
796
First Manhattan
New York
$177K
FAM
797
Family Asset Management
South Carolina
$175K -$2.66K -30 -1%
AWM
798
Aspire Wealth Management
Massachusetts
$171K +$170K +1,918 +17,436%
WTA
799
Washington Trust Advisors
Massachusetts
$166K +$16.3K +184 +11%
RCM
800
Raleigh Capital Management
North Carolina
$165K +$121K +1,367 +278%