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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
CC
826
Cadinha & Co
Hawaii
$395K -$38.4M -406,394 -99%
BG
827
Benedetti & Gucer
Georgia
$394K -$55.3K -585 -12%
AHIA
828
Andrew Hill Investment Advisors
Florida
$393K -$1.42K -15 -0.4%
GWM
829
Gibbs Wealth Management
Georgia
$381K +$381K +4,025 New
Koshinski Asset Management
830
Koshinski Asset Management
Illinois
$377K +$130K +1,375 +53%
AL
831
ACAS LLC
California
$376K +$376K +3,977 New
JSL
832
JT Stratford LLC
Georgia
$375K -$451K -4,773 -55%
LWA
833
Lantern Wealth Advisors
New York
$370K -$8.61K -91 -2%
OA
834
Oxbow Advisors
Texas
$370K -$560K -5,918 -60%
MA
835
MCF Advisors
Kentucky
$368K
COCM
836
Charter Oak Capital Management
New Hampshire
$361K -$34K -360 -9%
RFN
837
RDA Financial Network
Iowa
$359K -$32.6K -345 -8%
PP
838
Patten & Patten
Tennessee
$359K +$359K +3,792 New
SF
839
Synovus Financial
Georgia
$358K -$303K -3,205 -46%
ACM
840
Avalon Capital Management
California
$358K -$14.9M -157,641 -98%
RFA
841
Resurgent Financial Advisors
Georgia
$355K -$76K -803 -18%
JFG
842
Jefferies Financial Group
New York
$354K -$13.5M -142,659 -97%
Betterment LLC
843
Betterment LLC
New York
$354K -$965K -10,200 -73%
WCG
844
Weaver Consulting Group
California
$353K -$8.8K -93 -2%
O3W
845
Omni 360 Wealth
New Jersey
$352K +$39.3K +415 +13%
ACM
846
Absolute Capital Management
Pennsylvania
$351K -$40.3K -426 -10%
IGWM
847
ICA Group Wealth Management
Colorado
$348K +$91.2K +964 +35%
CLOS
848
Compagnie Lombard Odier SCmA
Switzerland
$345K -$1.74M -18,413 -83%
WWP
849
WR Wealth Planners
Missouri
$343K -$133K -1,403 -28%
CAWM
850
Capital Advisors Wealth Management
Washington
$343K +$60.3K +637 +21%

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.