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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
TAM
801
Titleist Asset Management
Texas
$444K +$444K +4,696 New
TPWA
802
TRUE Private Wealth Advisors
Oregon
$441K -$786K -8,313 -64%
CWA
803
Clarus Wealth Advisors
Arizona
$440K -$1.25M -13,206 -73%
BAM
804
BTS Asset Management
Massachusetts
$440K +$74.9K +792 +21%
CCM
805
Coldstream Capital Management
Washington
$434K -$87.1K -921 -17%
FFA
806
Fragasso Financial Advisors
Pennsylvania
$433K +$433K +4,581 New
SP
807
Sequent Planning
Nebraska
$432K +$432K +4,565 New
RPCA
808
Running Point Capital Advisors
California
$430K -$17.4K -184 -4%
MWS
809
Maxwell Wealth Strategies
California
$429K -$355K -3,753 -44%
LMKC
810
L.M. Kohn & Company
Ohio
$429K -$757 -8 -0.2%
AT
811
American Trust
Kentucky
$429K +$429K +4,532 New
BFA
812
Beacon Financial Advisory
Ohio
$426K +$132K +1,393 +45%
Walleye Trading
813
Walleye Trading
New York
$425K -$12.2M -129,305 -97%
VCWA
814
Vanguard Capital Wealth Advisors
Colorado
$424K -$31.3K -331 -7%
BA
815
Ballast Advisors
Minnesota
$418K -$194K -2,051 -32%
CBFP
816
Cedar Brook Financial Partners
Ohio
$415K +$3.88K +41 +0.9%
AIM
817
Astor Investment Management
Illinois
$414K -$581K -6,139 -58%
TPA
818
Trivium Point Advisory
Connecticut
$411K +$215K +2,270 +110%
DWT
819
Dorsey & Whitney Trust
South Dakota
$404K -$44.5K -471 -10%
TFGT
820
TS Financial Group (TSFG)
Illinois
$402K
LP
821
LMR Partners
United Kingdom
$402K +$402K +4,245 New
SWM
822
SeaCrest Wealth Management
New York
$401K -$354K -3,746 -47%
DBRC
823
D.B. Root & Company
Pennsylvania
$400K +$113K +1,192 +39%
CP
824
Canopy Partners
Ohio
$399K -$251K -2,649 -39%
CT
825
Caldwell Trust
Florida
$399K +$399K +4,215 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.