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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Cutler Group
California
$20.2M +$20.2M +122,755 +24,551%
VWM
77
Venturi Wealth Management
Texas
$19.2M -$5.88M -35,731 -23%
Simplex Trading
78
Simplex Trading
Illinois
$18.7M +$12.6M +76,441 +202%
Renaissance Technologies
79
Renaissance Technologies
New York
$18.5M +$17.5M +106,000 +1,536%
BA
80
BCM Advisors
Louisiana
$18.4M +$4.33M +26,282 +31%
CAN
81
Cetera Advisor Networks
California
$18.4M +$6.55M +39,777 +55%
JIR
82
James Investment Research
Ohio
$18.1M -$1.84M -11,150 -9%
HighTower Advisors
83
HighTower Advisors
Illinois
$18M +$4.02M +24,435 +29%
FS
84
Ferguson Shapiro
Georgia
$17.4M +$9.62M +58,450 +123%
OFW
85
Omnia Family Wealth
Florida
$17M +$1.12M +6,802 +7%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$17M +$8.76M +53,213 +106%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$16.9M +$4.37M +26,534 +35%
SPC
88
Sigma Planning Corp
Michigan
$16.3M +$8.59M +52,156 +110%
PAS
89
Park Avenue Securities
New York
$16.1M +$16.1M +97,990 New
HWA
90
HCR Wealth Advisors
California
$15.6M -$14.5M -87,954 -48%
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$15.6M -$150M -912,751 -91%
FA
92
Freestate Advisors
Kansas
$15.6M +$15.6M +95,000 New
I
93
INVST
Indiana
$14.4M +$3.23M +19,600 +29%
SFP
94
Shepherd Financial Partners
Massachusetts
$14.1M +$14.2M +86,029 New
LPT
95
Legacy Private Trust
Wisconsin
$13.9M +$533K +3,235 +4%
DF
96
Donoghue Forlines
Massachusetts
$13.7M +$13.8M +83,745 New
Wolverine Trading
97
Wolverine Trading
Illinois
$13.6M -$765K -4,649 -5%
WCM
98
Windham Capital Management
Massachusetts
$13.3M +$13.4M +81,298 New
ECM
99
ETrade Capital Management
Virginia
$13.1M -$7.23M -43,888 -36%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$12.9M +$5.61M +34,069 +76%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.