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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$14.7M +$10.7M +88,115 +313%
CG
77
Cutler Group
California
$14.3M +$13.7M +113,064 New
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$14M +$6.68M +54,960 +98%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$14M +$13.5M +110,687 New
KJHP
80
K.J. Harrison & Partners
Ontario, Canada
$13.9M +$13.4M +110,165 New
JIR
81
James Investment Research
Ohio
$13.7M -$1.05M -8,653 -7%
ODIJL
82
One Day In July LLC
Vermont
$13.4M +$520K +4,279 +4%
NAM
83
North American Management
Massachusetts
$12.5M -$270K -2,219 -2%
DCM
84
Disciplina Capital Management
Tennessee
$12.4M +$10.7M +87,700 +847%
PCM
85
Peak Capital Management
Colorado
$12.1M +$1.74M +14,316 +18%
NP
86
Ninepoint Partners
Ontario, Canada
$12M +$11.6M +95,000 New
SCI
87
Stableford Capital II
Arizona
$12M +$11.5M +94,943 New
HH
88
Hilltop Holdings
Texas
$11.9M +$771K +6,344 +7%
CA
89
Cetera Advisors
Colorado
$11.8M +$364K +2,997 +3%
SB
90
Suntrust Banks
Georgia
$11.7M +$169K +1,388 +2%
CCP
91
Cardan Capital Partners
Colorado
$11.6M +$6.69M +54,997 +151%
BCI
92
Brinker Capital Investments
Pennsylvania
$11.5M +$9K +74 +0.1%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$11.3M -$7.26M -59,660 -43%
DA
94
Duality Advisers
Florida
$11.3M +$10.9M +89,380 New
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$11.1M +$3.65M +30,031 +52%
OMC
96
Old Mission Capital
Illinois
$10.7M +$10.3M +84,300 New
FIM
97
Frontier Investment Management
Texas
$10.4M +$2.87M +23,568 +40%
MWP
98
Moller Wealth Partners
$10.3M +$9.95M +81,813 New
WI
99
Wintrust Investments
Illinois
$10.2M -$222K -1,823 -2%
SPC
100
Sigma Planning Corp
Michigan
$10.2M +$9.32M +76,640 +1,981%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.