TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

1,203 hedge funds and large institutions have $37.1B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 431 increasing their positions, 450 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+31
Holders Change %
+2.65%
% of All Funds
16.01%
Holding in Top 10
103
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.9%
% of All Funds
1.37%
New
242
Increased
431
Reduced
450
Closed
182
Calls
$15B
Puts
$13.4B
Net Calls
+$1.67B
Net Calls Change
+$1.64B

Top Buyers

1
CM
Capula Management
Cayman Islands
+$456M
2
Goldman Sachs
Goldman Sachs
New York
+$245M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$195M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$147M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$1.6B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19B
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$804M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$506M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
801
Northstar Financial Companies
Pennsylvania
$526K +$526K +6,020 New
FPWM
802
FSB Premier Wealth Management
Iowa
$519K +$150K +1,722 +41%
Lazard Asset Management
803
Lazard Asset Management
New York
$510K -$369K – –
RWM
804
Ritholtz Wealth Management
New York
$509K -$282K -3,225 -36%
GWP
805
Gen-Wealth Partners
Michigan
$508K +$12K +137 +2%
CWP
806
Core Wealth Partners
California
$506K +$161K +1,840 +47%
LLWM
807
Life Line Wealth Management
California
$502K +$4.72K +54 +0.9%
SOS
808
Silver Oak Securities
Tennessee
$501K +$285K +3,244 +132%
BFM
809
Boothbay Fund Management
New York
$499K -$1.74M -19,900 -78%
AA
810
Advisory Alpha
Michigan
$496K -$40.9K -468 -8%
HA
811
Herold Advisors
New York
$495K -$31.7K -363 -6%
BPA
812
Beacon Pointe Advisors
California
$494K +$222K +2,537 +81%
FCI
813
Financial Counselors Inc
Kansas
$487K -$35.7K -409 -7%
SAM
814
Strategy Asset Managers
California
$483K -$509K -5,830 -51%
SR
815
Syntax Research
Florida
$483K -$3.36M -38,464 -87%
PIA
816
Perennial Investment Advisors
California
$481K -$12K -137 -2%
CWG
817
Crown Wealth Group
North Carolina
$480K +$480K +5,500 New
SPI
818
Sutton Place Investors
New York
$477K +$21.3K +244 +5%
LIA
819
LifePlan Investment Advisors
North Carolina
$475K -$30.4K -348 -6%
SFG
820
Sovereign Financial Group
Connecticut
$475K -$102K -1,169 -18%
EFG
821
Elios Financial Group
Ohio
$474K -$8.65K -99 -2%
SWP
822
Strategic Wealth Partners
Ohio
$474K +$3.37K +38 +0.7%
RFC
823
Regions Financial Corp
Alabama
$472K +$4.37K +50 +0.9%
ECA
824
Elevated Capital Advisors
Utah
$468K +$468K +5,363 New
CAWM
825
Capital Advisors Wealth Management
Washington
$461K -$227K -2,605 -33%
31 32
33
34 35