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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
76
James Investment Research
Ohio
$20.1M +$281K +1,888 +2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$19.9M +$689K +4,625 +4%
CPO
78
Cerity Partners OCIO
New York
$19.3M -$517K -3,470 -3%
AF
79
Advisornet Financial
Minnesota
$17.8M +$15.4M +103,355 +2,329%
DRS
80
Deane Retirement Strategies
Louisiana
$17.7M -$20.5M -137,395 -56%
IWC
81
Integrated Wealth Concepts
Massachusetts
$17.2M +$14.6M +98,019 +1,603%
OFW
82
Omnia Family Wealth
Florida
$16M +$2.18M +14,615 +18%
SG Americas Securities
83
SG Americas Securities
New York
$15.8M -$14.1M -94,707 -50%
OC
84
Oppenheimer & Co
New York
$14.8M +$11.4M +76,420 +572%
N
85
Natixis
France
$14.7M -$60.5M -405,705 -82%
Wolverine Trading
86
Wolverine Trading
Illinois
$14.5M -$18.6M -124,650 -59%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$14.5M -$4.75M -31,897 -27%
AIA
88
Arrow Investment Advisors
Maryland
$14.5M +$13.1M +87,657 New
BA
89
BCM Advisors
Louisiana
$14.2M -$1.48M -9,921 -10%
HighTower Advisors
90
HighTower Advisors
Illinois
$14.1M +$2.16M +14,494 +20%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$14M +$432K +2,895 +4%
LPT
92
Legacy Private Trust
Wisconsin
$13.5M +$4.08M +27,384 +50%
DAS
93
Dynamic Advisor Solutions
Arizona
$13.2M +$3.3M +22,152 +38%
NAM
94
North American Management
Massachusetts
$12.7M -$2.64M -17,732 -19%
AAM
95
American Asset Management
Florida
$12.6M -$18.9M -126,493 -63%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$12.6M +$996K +6,681 +10%
HH
97
Hilltop Holdings
Texas
$12.5M +$837K +5,616 +8%
GAM
98
Gould Asset Management
California
$12.4M +$493K +3,308 +5%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$12.1M +$3.47M +23,293 +47%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$12M +$2.98M +20,019 +38%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.