TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$785M
2
Morgan Stanley
Morgan Stanley
New York
$3.39B
3
Rafferty Asset Management
Rafferty Asset Management
New York
$1.37B
4
Citigroup
Citigroup
New York
$610M
5
UBS Group
UBS Group
Switzerland
$966M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$210M
2
SWG
Summit Wealth Group
Vermont
$2.04M
3
AWM
AE Wealth Management
Kansas
$122M
4
PP
Prudential plc
United Kingdom
$66.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
801
Eagle Bay Advisors
New York
$20.6K +$20.5K +199 +19,900%
GTAM
802
Global Trust Asset Management
Florida
$20.6K +$20.6K +200 New
BCA
803
Bray Capital Advisors
Florida
$19.6K – – –
BWM
804
BerganKDV Wealth Management
Minnesota
$18.7K -$103 -1 -0.5%
AFS
805
Annapolis Financial Services
Maryland
$17.3K +$17.3K +168 New
ACA
806
Aptus Capital Advisors
Alabama
$16.4K -$2.68K -26 -14%
CWA
807
Core Wealth Advisors
Florida
$16.1K +$10.3K +100 +179%
Deutsche Bank
808
Deutsche Bank
Germany
$14.6K +$14.6K +142 New
FMII
809
Farmers & Merchants Investments Inc
Nebraska
$14.3K +$8.54K +83 +148%
ANBT
810
American National Bank & Trust
Texas
$13.8K – – –
JWA
811
JFS Wealth Advisors
Pennsylvania
$13.8K +$13.8K +134 New
SIC
812
Salem Investment Counselors
North Carolina
$13.5K +$13.5K +131 New
CFG
813
CKW Financial Group
Hawaii
$12K – – –
VNA
814
Valley National Advisers
Pennsylvania
$11K – – –
WCAMG
815
Woodard & Company Asset Management Group
North Carolina
$10.3K – – –
AIP
816
Ameritas Investment Partners
Nebraska
$10.3K +$10.3K +100 New
DWA
817
Delos Wealth Advisors
Texas
$10.3K +$10.3K +100 New
BCMLT
818
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K -$21.3M -206,898 -100%
AWM
819
Avondale Wealth Management
Texas
$10.1K -$12.3K -120 -55%
SFG
820
Steward Financial Group
Texas
$10K +$10K +106 New
VCM
821
Versant Capital Management
Arizona
$9.57K – – –
BSB
822
Bangor Savings Bank
Maine
$9.37K – – –
BBPWM
823
Blue Bell Private Wealth Management
Pennsylvania
$8.13K +$8.13K +79 New
LWA
824
Lowe Wealth Advisors
Maryland
$7.72K – – –
GIA
825
Goodwin Investment Advisory
Georgia
$7.41K -$57.4K -558 -89%
31 32
33
34 35