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iShares 20+ Year Treasury Bond ETF
TLT

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: 84 → 100 (+16)

4% more funds holding

Funds holding: 775 → 806 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$980M
2
Jane Street
Jane Street
New York
+$441M
3
JP Morgan Chase
JP Morgan Chase
New York
+$380M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$323M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

Rank Fund Capital Flow
1
MCM
Moore Capital Management
New York
-$381M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$290M
3
EWA
EP Wealth Advisors
California
-$173M
4
Two Sigma Investments
Two Sigma Investments
New York
-$144M
5
Morgan Stanley
Morgan Stanley
New York
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
851
Gladius Capital Management
Illinois
– -$1.66M -16,645 Closed
FEM
852
Fulcrum Equity Management
Texas
– -$1.56M -15,675 Closed
NAG
853
Northstar Advisory Group
New Jersey
– -$1.43M -14,314 Closed
AA
854
AlphaQ Advisors
Florida
– -$1.31M -13,137 Closed
PA
855
Paragon Advisors
Texas
– -$1.28M -12,839 Closed
IWP
856
Innova Wealth Partners
Pennsylvania
– -$1.24M -12,453 Closed
VF
857
VitalStone Financial
Texas
– -$1.2M -12,171 Closed
EL
858
EQ LLC
Washington
– -$1.16M -11,623 Closed
SC
859
Scholtz & Company
Connecticut
– -$1.03M -10,390 Closed
FIA
860
FNY Investment Advisers
New York
– -$995K -10,000 Closed
NYLIM
861
New York Life Investment Management
New York
– -$974K -9,786 Closed
WAM
862
Wakefield Asset Management
Colorado
– -$779K -7,825 Closed
TWP
863
Tempus Wealth Planning
California
– -$732K -7,348 Closed
CHAM
864
Clear Harbor Asset Management
Connecticut
– -$730K -7,333 Closed
MPW
865
MGO Private Wealth
California
– -$671K -6,735 Closed
CA
866
Cambridge Advisors
Nebraska
– -$643K -6,456 Closed
AWM
867
Alterna Wealth Management
Texas
– -$591K -5,923 Closed
HKIMG
868
Hutchens & Kramer Investment Management Group
Indiana
– -$537K -5,394 Closed
SM
869
SG3 Management
Puerto Rico
– -$498K -5,000 Closed
Belvedere Trading
870
Belvedere Trading
Illinois
– -$488K -4,900 Closed
OAM
871
Occidental Asset Management
California
– -$478K -4,800 Closed
JAWM
872
J. Arnold Wealth Management
Ohio
– -$470K -4,726 Closed
VWM
873
Vigilare Wealth Management
Arizona
– -$450K -4,519 Closed
PCIA
874
Prime Capital Investment Advisors
Kansas
– -$444K -4,455 Closed
CC
875
Centiva Capital
New York
– -$455K -4,351 Closed
33 34
35
36 37

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.