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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
CWG
826
Cornerstone Wealth Group
North Carolina
-$7.49M -75,273 Closed
FAIM
827
Financial Advocates Investment Management
Washington
-$7.87M -75,206 Closed
ACM
828
Avalon Capital Management
California
-$7.4M -74,298 Closed
MWM
829
Merriman Wealth Management
Washington
-$6.67M -66,997 Closed
SCI
830
Stableford Capital II
Arizona
-$6.88M -65,039 Closed
NA
831
Navellier & Associates
Nevada
-$6.01M -60,334 Closed
ICG
832
InterOcean Capital Group
Tennessee
-$5.22M -52,383 Closed
TI
833
Tidal Investments
Wisconsin
-$3.77M -37,828 Closed
Koshinski Asset Management
834
Koshinski Asset Management
Illinois
-$3.71M -37,306 Closed
VIA
835
Vident Investment Advisory
Georgia
-$3.56M -35,728 Closed
TSS
836
Two Sigma Securities
New York
-$3.12M -31,314 Closed
WQ
837
Wealth Quarterback
New Jersey
-$3.12M -31,308 Closed
BBP
838
Banco BTG Pactual
Brazil
-$2.99M -30,000 Closed
JCM
839
J2 Capital Management
Michigan
-$2.94M -29,487 Closed
CFC
840
Client First Capital
California
-$2.91M -29,239 Closed
SGI
841
Summit Global Investments
Utah
-$2.61M -26,216 Closed
VC
842
Vision Capital
Ontario, Canada
-$2.48M -24,954 Closed
PPW
843
Parcion Private Wealth
Washington
-$2.46M -24,692 Closed
BFG
844
Buttonwood Financial Group
Missouri
-$2.28M -22,897 Closed
CWM
845
Connecticut Wealth Management
Connecticut
-$2.27M -22,776 Closed
Loomis, Sayles & Company
846
Loomis, Sayles & Company
Massachusetts
-$2.03M -20,348 Closed
Natixis Advisors
847
Natixis Advisors
Massachusetts
-$2.02M -20,342 Closed
SAM
848
Securian Asset Management
Minnesota
-$1.9M -19,100 Closed
CWP
849
Capital Wealth Planning
Florida
-$1.87M -18,737 Closed
PFA
850
Petra Financial Advisors
Colorado
-$1.66M -16,719 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.