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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
FMP
801
Financial Management Professionals
Texas
$1K -$10.7K -102 -95%
GCS
802
Gordian Capital (Singapore)
Singapore
$1K
LOIP
803
Live Oak Investment Partners
Texas
$957
NSG
804
Nalls Sherbakoff Group
Tennessee
$944 +$942 +9 New
DWA
805
Dougherty Wealth Advisers
Minnesota
$745
FCA
806
FinTrust Capital Advisors
South Carolina
$697
HCP
807
Hexagon Capital Partners
Arkansas
$638
TAM
808
Townsend Asset Management
North Carolina
$638 +$628 +6 New
GWANC
809
Guardian Wealth Advisors (North Carolina)
North Carolina
$229
EBA
810
Eagle Bay Advisors
New York
$106
Parallax Volatility Advisers
811
Parallax Volatility Advisers
California
$106
MBFW
812
Morton Brown Family Wealth
Pennsylvania
$106 +$105 +1 New
MCM
813
Moore Capital Management
New York
-$381M -3,828,899 Closed
JFG
814
Jefferies Financial Group
New York
-$47.2M -451,300 Closed
SHFP
815
Second Half Financial Partners
Florida
-$46.1M -429,982 Closed
BM
816
Baymount Management
Florida
-$31.4M -300,000 Closed
RCP
817
Rothschild Capital Partners
New York
-$12.4M -122,690 Closed
FMWA
818
Forvis Mazars Wealth Advisors
Missouri
-$12.2M -122,347 Closed
IMC Chicago
819
IMC Chicago
Illinois
-$10.8M -108,844 Closed
SEM
820
Strategic Equity Management
Arizona
-$10.5M -105,842 Closed
GCM
821
Granby Capital Management
Florida
-$9.96M -100,000 Closed
FS
822
Ferguson Shapiro
Georgia
-$9.91M -99,532 Closed
OMC
823
Old Mission Capital
Illinois
-$9.87M -99,122 Closed
PWAG
824
Polaris Wealth Advisory Group
California
-$9.36M -88,562 Closed
HF
825
HRT Financial
New York
-$8.67M -87,093 Closed

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.