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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
76
Disciplina Capital Management
Tennessee
$30.3M -$248K -2,369 -0.8%
ODIJL
77
One Day In July LLC
Vermont
$29.5M +$1.83M +17,525 +7%
HFS
78
Hantz Financial Services
Michigan
$29M -$4.29K -41 -0%
CAM
79
Crestone Asset Management
Colorado
$28.8M +$9.86M +94,266 +53%
CAN
80
Cetera Advisor Networks
California
$28.1M +$7.96M +76,114 +41%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$27.5M +$4.39M +41,989 +19%
MAM
82
Madison Asset Management
Wisconsin
$26.5M -$6.63M -63,392 -20%
TWA
83
TPB Wealth Advisors
Texas
$26.3M +$9.44M +90,209 +57%
KWM
84
Kaydan Wealth Management
Michigan
$25.3M -$7.82M -74,736 -24%
WAM
85
WNY Asset Management
New York
$25.3M +$11.9M +113,879 +92%
PAMS
86
Pictet Asset Management (Switzerland)
Switzerland
$25.1M +$15M +142,935 +153%
AWM
87
Affinity Wealth Management
Delaware
$25M -$41.7K -399 -0.2%
SA
88
Scarborough Advisors
Maryland
$24.8M +$12.8M +122,271 +110%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$24.6M +$21.6M +206,782 +2,066%
AAM
90
American Asset Management
Florida
$23.7M -$87.3K -834 -0.4%
BCM
91
Brookstone Capital Management
Illinois
$23.4M +$3.01M +28,723 +15%
CW
92
Connectus Wealth
Ohio
$23.3M +$6.41M +61,224 +39%
GVAG
93
Great Valley Advisor Group
Delaware
$23M +$22.6M +216,320 New
1832 Asset Management
94
1832 Asset Management
Ontario, Canada
$22.3M -$358K -3,417 -2%
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$22M +$21.6M +206,470 +39,178%
IA
96
IFP Advisors
Florida
$21.3M +$15.3M +145,867 +650%
AI
97
Atria Investments
North Carolina
$21.1M +$4.58M +43,752 +28%
HA
98
HHLR Advisors
Cayman Islands
$20.8M +$5.77M +55,100 +39%
IAIM
99
Industrial Alliance Investment Management
Quebec, Canada
$20.6M +$62.6K +598 +0.3%
CI
100
Conning Inc
Connecticut
$20.5M

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.