TLT icon

iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 446 increasing their positions, 275 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+171
Holders Change %
+18.55%
% of All Funds
16.02%
Holding in Top 10
142
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+37.86%
% of All Funds
2.08%
New
312
Increased
446
Reduced
275
Closed
130
Calls
$13B
Puts
$8.66B
Net Calls
+$4.37B
Net Calls Change
-$4.09B
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
801
Lewis Asset Management
California
$465K +$465K +4,706 New
SF
802
Slagle Financial
Illinois
$465K +$42.2K +854 +10%
NRI
803
NFP Retirement Inc
California
$464K -$88.8K -898 -16%
TF
804
Theory Financial
Colorado
$462K -$143K -1,443 -24%
SIS
805
Sound Income Strategies
Florida
$455K +$207K +2,092 +83%
PWM
806
Pacific Wealth Management
California
$453K -$159K -1,612 -26%
MSFS
807
Main Street Financial Solutions
Pennsylvania
$451K -$735K -7,436 -62%
RFA
808
Resurgent Financial Advisors
Georgia
$450K +$212K +2,141 +89%
LMKC
809
L.M. Kohn & Company
Ohio
$449K +$1.29K +13 +0.3%
BA
810
Ballew Advisors
Mississippi
$446K -$1.5M -15,780 -77%
CIA
811
Capital Investment Advisors
Georgia
$444K +$160K +1,622 +57%
OCM
812
Objective Capital Management
Ohio
$436K +$92.1K +931 +27%
SPWG
813
Syntegra Private Wealth Group
Missouri
$436K +$107K +1,083 +33%
PMG
814
ProVise Management Group
Florida
$435K -$71.1K -719 -14%
CBFP
815
Cedar Brook Financial Partners
Ohio
$420K +$420K +4,344 New
TFGT
816
TS Financial Group (TSFG)
Illinois
$420K +$420K +4,250 New
WFC
817
Western Financial Corp
California
$418K +$17.5K +177 +4%
COCM
818
Charter Oak Capital Management
New Hampshire
$413K +$413K +4,173 New
AHIA
819
Andrew Hill Investment Advisors
Florida
$412K +$412K +4,167 New
ACM
820
Absolute Capital Management
Pennsylvania
$409K +$7.52K +76 +2%
RFN
821
RDA Financial Network
Iowa
$409K +$61.2K +619 +18%
Lazard Asset Management
822
Lazard Asset Management
New York
$408K -$3.45M
HFM
823
Harvest Fund Management
China
$407K +$365K +3,688 +860%
BWM
824
Baystate Wealth Management
Massachusetts
$404K +$47K +475 +13%
EAM
825
Empirical Asset Management
Massachusetts
$402K +$7.32K +74 +2%