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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
EE
901
EWG Elevate
California
-$26.1K -262 Closed
MSCM
902
McElhenny Sheffield Capital Management
Texas
-$24.8K -249 Closed
CT
903
Caldwell Trust
Florida
-$19.9K -200 Closed
SMA
904
Sage Mountain Advisors
Georgia
-$16.9K -170 Closed
HNWAG
905
High Net Worth Advisory Group
Florida
-$16.6K -167 Closed
LFA
906
LGT Financial Advisors
Texas
-$9.21K -93 Closed
WFA
907
WestHill Financial Advisors
California
-$8.36K -84 Closed
HR
908
Howe & Rusling
New York
-$4.38K -44 Closed
NC
909
NewSquare Capital
Pennsylvania
-$3.88K -39 Closed
TF
910
Tompkins Financial
New York
-$3K -33 Closed
WB
911
Webster Bank
Connecticut
-$3K -31 Closed
ZIG
912
Zullo Investment Group
Pennsylvania
-$2.89K -29 Closed
BC
913
Bartlett & Co
Ohio
-$3K -28 Closed
BCWM
914
Bartlett & Co Wealth Management
Ohio
-$2.79K -28 Closed
AWM
915
Abound Wealth Management
Tennessee
-$1.99K -20 Closed
GWSA
916
Global Wealth Strategies & Associates
Colorado
-$1.79K -18 Closed
CWA
917
Clearview Wealth Advisors
Oregon
-$1.2K -12 Closed
CA
918
Crewe Advisors
Utah
-$597 -6 Closed
CSPAM
919
Cary Street Partners Asset Management
Virginia
-$398 -4 Closed
WFA
920
West Financial Advisors
Iowa
-$398 -4 Closed
AC
921
AlphaCore Capital
California
-$100 -1 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.