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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
I
76
IberiaBank
Louisiana
$12.8M +$7.64M +63,852 +153%
PAA
77
Peregrine Asset Advisers
Oregon
$12.5M +$2.59M +21,642 +27%
UCFA
78
United Capital Financial Advisors
Texas
$12.5M -$374K -3,125 -3%
AG
79
Advisor Group
Arizona
$11.8M +$3M +25,084 +35%
Millennium Management
80
Millennium Management
New York
$11.3M -$2.04M -17,056 -16%
SB
81
Suntrust Banks
Georgia
$10.7M +$2.1M +17,591 +25%
PA
82
Parallel Advisors
California
$10.5M +$2.63M +21,986 +34%
Wellington Management Group
83
Wellington Management Group
Massachusetts
$10.1M +$826K +6,905 +9%
CA
84
Cetera Advisors
Colorado
$9.46M -$126K -1,054 -1%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$9.39M
LPT
86
Legacy Private Trust
Wisconsin
$9.32M +$4.83M +40,363 +111%
GFPC
87
Global Financial Private Capital
Florida
$9.29M -$1.86M -15,569 -17%
ECM
88
ETrade Capital Management
Virginia
$9.28M +$2.84M +23,747 +45%
LMGAM
89
Liberty Mutual Group Asset Management
Massachusetts
$9.2M +$59.1K +494 +0.7%
Capstone Investment Advisors
90
Capstone Investment Advisors
New York
$8.71M +$7.2M +60,168 +530%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$8.62M +$6.36M +53,163 +301%
Wolverine Trading
92
Wolverine Trading
Illinois
$8.09M
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$8.03M -$486K -4,067 -6%
QIM
94
Quantitative Investment Management
Virginia
$8M +$7.86M +65,700 New
RJFSA
95
Raymond James Financial Services Advisors
Florida
$7.63M -$611K -5,110 -8%
BCM
96
Brookstone Capital Management
Illinois
$7.28M +$1.77M +14,790 +33%
JT
97
Jump Trading
Illinois
$7.09M +$4.59M +38,369 +193%
FAAS
98
First Allied Advisory Services
California
$6.88M -$2.49M -20,822 -27%
CWM
99
Cornerstone Wealth Management
Missouri
$6.84M +$99M +827,657 +31,518%
EGA
100
E&G Advisors
Texas
$6.62M +$344K +2,875 +6%

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.