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iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
76
Stableford Capital II
Arizona
$9.5M +$9.44M +78,666 New
CA
77
Cetera Advisors
Colorado
$9.46M +$3.46M +28,851 +58%
RJA
78
Raymond James & Associates
Florida
$9.33M -$1.77M -14,769 -16%
DRS
79
Deane Retirement Strategies
Louisiana
$9.23M +$4.31M +35,886 +88%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$9.2M -$1.78M -14,862 -16%
SCA
81
Stuart Chaussee & Associates
California
$9.16M +$9.1M +75,851 New
VIA
82
Vantis Investment Advisers
Florida
$9.05M +$9M +75,000 New
Toronto Dominion Bank
83
Toronto Dominion Bank
Ontario, Canada
$8.93M +$8.88M +74,000 New
MWM
84
Merriman Wealth Management
Washington
$8.69M +$7.5M +62,493 +660%
Creative Planning
85
Creative Planning
Kansas
$8.61M -$1.62M -13,539 -16%
AG
86
Advisor Group
Arizona
$8.14M +$824K +6,869 +11%
First Trust Advisors
87
First Trust Advisors
Illinois
$7.9M +$591K +4,925 +8%
PAMU
88
Pictet Asset Management (UK)
United Kingdom
$7.67M +$4.77M +39,760 +167%
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$7.24M +$7.2M +60,000 New
Renaissance Technologies
90
Renaissance Technologies
New York
$7.18M -$4.39M -36,600 -38%
WI
91
Wintrust Investments
Illinois
$7.07M +$2.58M +21,488 +58%
PSW
92
Portfolio Strategies (Washington)
Washington
$7.01M +$3.32M +27,634 +91%
HNB
93
Huntington National Bank
Ohio
$6.97M
UAS
94
United Asset Strategies
New York
$6.96M +$554K +4,612 +9%
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$6.71M +$852K +7,095 +15%
EGA
96
E&G Advisors
Texas
$6.1M -$102K -853 -2%
EP
97
Edgestream Partners
New Jersey
$5.95M +$5.92M +49,306 New
SAM
98
SignalPoint Asset Management
Missouri
$5.93M -$15.1K -126 -0.3%
CANY
99
Caxton Associates (New York)
New York
$5.82M +$5.78M +48,200 New
IFAM
100
Institutional & Family Asset Management
Colorado
$5.76M +$311K +2,589 +6%

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.