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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
TA
776
Tactive Advisors
Florida
$506K +$506K +5,350 New
FA
777
Forefront Analytics
Pennsylvania
$506K -$71K -751 -12%
LFA
778
LGT Financial Advisors
Texas
$504K +$152K +1,603 +43%
D
779
Dentgroup
Louisiana
$502K -$44.6K -472 -8%
IIA
780
IPG Investment Advisors
California
$500K +$500K +5,287 New
EC
781
Estate Counselors
Wisconsin
$499K +$499K +5,275 New
LPP
782
Life Planning Partners
Florida
$491K -$172K -1,821 -26%
BFAG
783
Blackston Financial Advisory Group
Florida
$491K +$174K +1,837 +55%
PA
784
Pineridge Advisors
Missouri
$490K -$13.2M -139,990 -96%
FAM
785
Family Asset Management
South Carolina
$486K -$80K -846 -14%
EAM
786
Empirical Asset Management
Massachusetts
$485K +$101K +1,063 +26%
BCA
787
Bay Colony Advisors
Massachusetts
$485K -$7.19K -76 -1%
HIC
788
Hartline Investment Corp
Illinois
$485K +$485K +5,127 New
TFA
789
Tranquilli Financial Advisor
New Jersey
$485K -$100K -1,058 -17%
BCV
790
Banque Cantonale Vaudoise
Switzerland
$481K +$157K +1,662 +49%
LWM
791
Lionsbridge Wealth Management
Florida
$479K +$479K +5,067 New
SFG
792
Sovereign Financial Group
Connecticut
$473K -$48K -508 -9%
Lazard Asset Management
793
Lazard Asset Management
New York
$473K
LPT
794
Legacy Private Trust
Wisconsin
$467K +$467K +4,939 New
Lido Advisors
795
Lido Advisors
California
$466K -$248K -2,625 -35%
PWM
796
Pacific Wealth Management
California
$453K
SI
797
Saxon Interests
Texas
$451K +$451K +4,766 New
RB
798
Renasant Bank
Mississippi
$448K -$10.1K -107 -2%
PS
799
Principal Securities
Iowa
$447K +$139K +1,468 +45%
FWM
800
Fonville Wealth Management
Virginia
$445K +$445K +4,700 New

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.