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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
MWA
851
Meridian Wealth Advisors
Texas
$342K -$24.8K -262 -7%
QWM
852
Quadcap Wealth Management
Texas
$342K -$725K -7,670 -68%
LSA
853
Lansing Street Advisors
Pennsylvania
$341K -$132K -1,396 -28%
BFG
854
Bleakley Financial Group
New Jersey
$340K +$11.4K +121 +3%
CIA
855
Capital Investment Advisors
Georgia
$340K -$84.8K -897 -20%
SFA
856
Source Financial Advisors
New York
$340K +$50.8K +537 +18%
HA
857
Herold Advisors
New York
$340K -$7.66K -81 -2%
BWS
858
Buck Wealth Strategies
Colorado
$339K -$6.03M -63,805 -95%
IFWM
859
Institute for Wealth Management
Colorado
$338K -$7.76K -82 -2%
VWM
860
Vigilare Wealth Management
Arizona
$335K -$421K -4,452 -56%
CFS
861
Coordinated Financial Services
Colorado
$335K +$334K +3,536 New
SCM
862
Saxony Capital Management
Missouri
$334K +$48.8K +516 +17%
CCG
863
Catalina Capital Group
California
$334K -$44.4K -469 -12%
SWP
864
Significant Wealth Partners
Illinois
$330K +$330K +3,487 New
CTC
865
Central Trust Company
Missouri
$327K -$2.58M -27,287 -89%
UAG
866
United Advisor Group
Ohio
$327K +$327K +3,456 New
KWMG
867
King Wealth Management Group
Florida
$322K -$13.1K -138 -4%
CYG
868
Clean Yield Group
Vermont
$322K +$106K +1,122 +49%
QC
869
QCM Cayman
Texas
$317K +$317K +3,353 New
WIA
870
World Investment Advisors
California
$315K -$770K -8,145 -71%
PTC
871
Private Trust Company
Ohio
$313K -$58.8K -622 -16%
CL
872
Choreo LLC
Illinois
$312K +$55.3K +585 +22%
WEG
873
World Equity Group
Illinois
$311K -$266K -2,812 -46%
CCG
874
Coastwise Capital Group
California
$310K +$1.8K +19 +0.6%
CCG
875
Capital CS Group
California
$306K +$306K +3,230 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.