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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
JIP
876
Jaffetilchin Investment Partners
Florida
$303K -$1M -10,575 -77%
IBOK
877
Independence Bank of Kentucky
Kentucky
$303K
SC
878
Solstein Capital
California
$301K -$511K -5,402 -63%
SPWG
879
Syntegra Private Wealth Group
Missouri
$300K -$117K -1,238 -28%
SW
880
SkyOak Wealth
Michigan
$299K +$299K +3,164 New
TCPG
881
Trivant Custom Portfolio Group
California
$299K +$29.7K +314 +11%
FFP
882
Forbes Financial Planning
Rhode Island
$298K +$298K +3,150 New
AFP
883
Ausdal Financial Partners
Iowa
$298K -$2.94M -31,036 -91%
KFG
884
Kingdom Financial Group
Arizona
$297K +$297K +3,141 New
FH
885
FWG Holdings
Florida
$294K +$9.55K +101 +3%
WI
886
Wintrust Investments
Illinois
$294K -$353K -3,729 -55%
GCA
887
Genesee Capital Advisors
New York
$291K +$1.61K +17 +0.6%
KWA
888
Kingswood Wealth Advisors
California
$289K -$92.9K -982 -24%
FGAM
889
Financial Gravity Asset Management
Texas
$288K -$3.64M -38,537 -93%
ICM
890
Irenic Capital Management
New York
$284K
TIA
891
Tiemann Investment Advisors
California
$282K -$8.04K -85 -3%
FIM
892
Fernwood Investment Management
Massachusetts
$277K +$51.6K +546 +23%
MAM
893
Madison Asset Management
Wisconsin
$275K -$3.91M -41,335 -93%
SPIS
894
Steward Partners Investment Solutions
Oregon
$273K +$273K +2,886 New
HNW
895
High Note Wealth
Minnesota
$271K +$271K +2,867 New
VC
896
Vicus Capital
Pennsylvania
$269K -$278K -2,938 -51%
CCMG
897
Clark Capital Management Group
Pennsylvania
$268K +$267K +2,828 New
DAM
898
Derbend Asset Management
Georgia
$266K +$9.74K +103 +4%
WSWA
899
Warren Street Wealth Advisors
California
$265K +$69K +729 +35%
RFG
900
Range Financial Group
Oregon
$264K +$264K +2,793 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.