TLT icon

iShares 20+ Year Treasury Bond ETF

1,106 hedge funds and large institutions have $35.9B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 424 increasing their positions, 431 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
16.03%
Holding in Top 10
111
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.83%
% of All Funds
1.61%
New
159
Increased
424
Reduced
431
Closed
126
Calls
$9.87B
Puts
$8.22B
Net Calls
+$1.64B
Net Calls Change
-$2.73B
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
926
Perennial Investment Advisors
California
$233K -$49.3K -521 -17%
SPWM
927
Straight Path Wealth Management
Michigan
$231K -$44.9K -474 -16%
GAM
928
GEM Asset Management
Michigan
$228K +$1.7K +19 +0.7%
WFC
929
Western Financial Corp
California
$228K -$171K -1,812 -43%
LT
930
Legacy Trust
Michigan
$226K
RCA
931
Ranch Capital Advisors
Florida
$225K +$225K +2,383 New
CAG
932
Crestwood Advisors Group
Massachusetts
$225K +$225K +2,376 New
DWM
933
Dakota Wealth Management
Florida
$224K -$26.7K -282 -11%
4WM
934
49 Wealth Management
Texas
$224K +$11.5K +124 +5%
SFI
935
SPC Financial Inc
Maryland
$223K -$10.4K -110 -4%
ANB
936
Amarillo National Bank
Texas
$223K +$223K +2,358 New
CWM
937
Cedar Wealth Management
California
$223K -$5.11K -54 -2%
SDH
938
Sloy Dahl & Holst
Washington
$222K +$15.6K +165 +8%
CP
939
Castleview Partners
Texas
$222K -$117K -1,232 -34%
PWP
940
Principle Wealth Partners
Connecticut
$220K -$18.9K -200 -8%
HKIMG
941
Hutchens & Kramer Investment Management Group
Indiana
$220K +$220K +2,376 New
WAM
942
Walker Asset Management
Missouri
$218K +$1.23K +13 +0.6%
ORC
943
O'Rourke & Company
Massachusetts
$217K +$217K +2,294 New
CFO
944
Collective Family Office
Pennsylvania
$216K +$5.68K +60 +3%
AIS
945
American Investment Services
Massachusetts
$215K
MIA
946
MMBG Investment Advisors
Florida
$214K
WA
947
WBH Advisory
Maryland
$207K -$51.2K -541 -20%
IA
948
Inspire Advisors
Idaho
$206K +$206K +2,175 New
CGFA
949
Colton Groome Financial Advisors
North Carolina
$205K -$59.6K -630 -23%
RIP
950
RAM Investment Partners
Washington
$205K +$1.33K +14 +0.7%