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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
WCFA
901
Walkner Condon Financial Advisors
Wisconsin
$263K -$26.4K -279 -9%
CASC
902
Coppell Advisory Solutions Corp
Texas
$263K +$262K +2,775 New
BWP
903
Balboa Wealth Partners
Arizona
$261K +$261K +2,756 New
C
904
Certuity
Florida
$260K -$2.93K -31 -1%
MTIM
905
Marathon Trading Investment Management
Pennsylvania
$260K -$899K -9,500 -78%
ACM
906
Andina Capital Management
Utah
$260K -$2.97M -31,445 -92%
RWM
907
Rezny Wealth Management
Florida
$260K
BMCM
908
Bryn Mawr Capital Management
Pennsylvania
$253K
VF
909
VitalStone Financial
Texas
$253K +$48.4K +512 +24%
CICC
910
Capital Investment Counsel (Colorado)
Colorado
$252K +$55.4K +586 +28%
MMA
911
Miracle Mile Advisors
California
$252K +$23.6K +250 +10%
RW
912
Rede Wealth
Virginia
$249K +$249K +2,629 New
CWM
913
Congress Wealth Management
Massachusetts
$249K -$60.3K -637 -20%
PFA
914
Pinnacle Family Advisors
Missouri
$248K +$27.4K +290 +12%
SFA
915
Sequoia Financial Advisors
Ohio
$247K +$20.8K +220 +9%
SMC
916
Smith, Moore & Co
Missouri
$247K +$568 +6 +0.2%
CFG
917
Clayton Financial Group
Missouri
$246K +$246K +2,600 New
WT
918
Whittier Trust
California
$246K -$15.1K -160 -6%
CT
919
Cambridge Trust
Massachusetts
$243K +$69K +729 +40%
FCBT
920
First Citizens Bank & Trust
North Carolina
$243K +$243K +2,565 New
DP
921
Dearborn Partners
Illinois
$241K
AC
922
Avestar Capital
New York
$241K
TW
923
TritonPoint Wealth
Maryland
$239K +$657K +6,946 +277%
LNWWM
924
Laird Norton Wetherby Wealth Management
California
$239K +$239K +2,529 New
KWM
925
KFG Wealth Management
Indiana
$239K +$24.6K +260 +11%

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.