We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
76
North American Management
Massachusetts
$12.3M -$654K -5,650 -5%
WAM
77
Wolverine Asset Management
Illinois
$12.2M
AllianceBernstein
78
AllianceBernstein
Tennessee
$11.5M -$34.8M -300,351 -76%
FNC
79
First National Corp
Massachusetts
$11.4M +$10.9M +94,060 New
BCI
80
Brinker Capital Investments
Pennsylvania
$11.1M -$3.34M -28,869 -24%
SB
81
Suntrust Banks
Georgia
$11M -$197K -1,699 -2%
GG
82
GenWealth Group
New Jersey
$11M +$10.5M +90,637 New
CA
83
Cetera Advisors
Colorado
$11M +$1.18M +10,236 +13%
Renaissance Technologies
84
Renaissance Technologies
New York
$10.9M +$9.64M +83,300 +1,344%
PA
85
Parallel Advisors
California
$10.8M -$839K -7,252 -8%
HH
86
Hilltop Holdings
Texas
$10.6M -$745K -6,433 -7%
DRS
87
Deane Retirement Strategies
Louisiana
$10.5M +$9.97M +86,117 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$10.2M -$2.01M -17,339 -17%
WI
89
Wintrust Investments
Illinois
$10M -$2.07M -17,920 -18%
PCM
90
Peak Capital Management
Colorado
$9.87M +$2.25M +19,448 +31%
BCM
91
Brookstone Capital Management
Illinois
$9.7M +$5.41M +46,772 +142%
OC
92
Oppenheimer & Co
New York
$9.66M +$7.65M +66,135 +496%
Marshall Wace
93
Marshall Wace
United Kingdom
$9.63M +$7.75M +66,945 +545%
AG
94
Advisor Group
Arizona
$9.38M +$2.69M +23,218 +43%
NAM
95
NorthCoast Asset Management
Connecticut
$9.28M +$1.48M +12,826 +20%
OFW
96
Omnia Family Wealth
Florida
$8.46M +$8.06M +69,596 New
AUB
97
Atlantic Union Bankshares
Virginia
$8.33M +$7.93M +68,553 New
MSWM
98
Mader & Shannon Wealth Management
Missouri
$8.14M +$7.75M +66,985 New
AIA
99
Arrow Investment Advisors
Maryland
$8.04M +$3.21M +27,776 +72%
RIM
100
Rampart Investment Management
Connecticut
$7.71M +$3.29M +28,407 +81%

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.