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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
76
Confluence Investment Management
Missouri
$25.1M +$17.2M +124,371 +189%
NA
77
NewEdge Advisors
Louisiana
$23.6M +$1.62M +11,754 +7%
PI
78
PEAK6 Investments
Illinois
$23.4M +$24.4M +176,921 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$22.8M +$13.8M +99,767 +137%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.3M +$14.2M +102,747 +156%
Millennium Management
81
Millennium Management
New York
$20.9M +$14.6M +105,775 +201%
FHA
82
First Horizon Advisors
Tennessee
$20.8M -$1.07M -7,770 -5%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$20.6M +$2.33M +16,881 +12%
MWM
84
Moulton Wealth Management
Washington
$20.6M +$8.94M +64,794 +72%
MML Investors Services
85
MML Investors Services
Massachusetts
$20.4M -$2.24M -16,252 -10%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$19.6M -$7.72M -55,935 -27%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$19.5M +$19.6M +142,324 +2,720%
US Bancorp
88
US Bancorp
Minnesota
$18.7M +$5.62M +40,742 +41%
FLA
89
Financial Life Advisors
Texas
$18.1M +$1.25M +9,083 +7%
VCM
90
Virtue Capital Management
Tennessee
$17.7M +$6.45M +46,777 +54%
Wolverine Trading
91
Wolverine Trading
Illinois
$17M +$7.85M +56,896 +79%
KJHP
92
K.J. Harrison & Partners
Ontario, Canada
$16.3M +$13.7M +99,500 +415%
BIA
93
Barry Investment Advisors
Massachusetts
$16.2M -$367K -2,660 -2%
CI
94
Conning Inc
Connecticut
$15.8M +$16.6M +120,000 New
GAM
95
Gould Asset Management
California
$15.5M +$475K +3,445 +3%
Citigroup
96
Citigroup
New York
$15.3M -$57.7M -418,295 -78%
EP
97
Edgestream Partners
New Jersey
$15.3M +$404K +2,926 +3%
5L
98
55I LLC
Massachusetts
$15.2M +$8.34M +60,492 +111%
FCM
99
Fourpath Capital Management
Oklahoma
$14.9M +$8.17M +59,202 +111%
KFAA
100
Klaas Financial Asset Advisors
Illinois
$14.9M +$430K +3,118 +3%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.