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iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$10.3M +$372K +2,961 +4%
VIA
77
Virtus Investment Advisers
Connecticut
$9.96M -$932K -7,418 -9%
BSAM
78
Blue Sky Asset Management
Colorado
$9.76M +$27.1K +216 +0.3%
AG
79
Advisor Group
Arizona
$9.56M +$1.12M +8,884 +13%
First Trust Advisors
80
First Trust Advisors
Illinois
$9.06M +$1.03M +8,173 +13%
PCM
81
Peak Capital Management
Colorado
$8.89M -$1.62M -12,871 -15%
DCM
82
Driehaus Capital Management
Illinois
$8.43M +$4.09M +32,580 +93%
WI
83
Wintrust Investments
Illinois
$7.36M +$1.62M +12,898 +28%
AI
84
Atria Investments
North Carolina
$7.32M -$389K -3,095 -5%
UAS
85
United Asset Strategies
New York
$7.04M -$59.3K -472 -0.8%
CIM
86
Cambria Investment Management
California
$6.97M +$6.22M +49,512 +775%
OMC
87
Old Mission Capital
Illinois
$6.87M +$6.3M +50,175 +1,023%
EGA
88
E&G Advisors
Texas
$6.8M +$160K +1,271 +2%
IFAM
89
Institutional & Family Asset Management
Colorado
$6.76M +$339K +2,700 +5%
MD
90
Money Design
Japan
$6.71M +$6.76M +53,804 New
HNB
91
Huntington National Bank
Ohio
$6.4M
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$6.36M +$389K +3,094 +6%
BCM
93
Brookstone Capital Management
Illinois
$6.28M -$5.38M -42,823 -46%
MCM
94
Makena Capital Management
California
$6.28M -$5.55M -44,165 -47%
Millennium Management
95
Millennium Management
New York
$6.09M -$1.41M -11,203 -19%
ECM
96
ETrade Capital Management
Virginia
$6.05M -$485K -3,862 -7%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$5.47M -$105K -833 -2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$5.45M +$1.12M +8,894 +26%
FAAS
99
First Allied Advisory Services
California
$5.43M -$768K -6,114 -12%
VWM
100
Venturi Wealth Management
Texas
$5.2M -$841K -6,693 -14%

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.