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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
WNY Asset Management
New York
$41.2M +$1.72M +18,202 +4%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$40.9M +$2.66M +28,091 +7%
UOIF
78
University of Illinois Foundation
Illinois
$39.7M
GFG
79
GR Financial Group
Arizona
$39.5M +$39.5M +417,178 New
CI
80
CX Institutional
Indiana
$38.1M +$4.93M +52,127 +15%
GAG
81
GM Advisory Group
New York
$36.2M -$1.39M -14,661 -4%
CPC
82
Consolidated Planning Corp
Georgia
$35.1M +$1.98M +20,919 +6%
IA
83
IFP Advisors
Florida
$32.6M +$1.46M +15,417 +5%
BBVA
84
Banco Bilbao Vizcaya Argentaria
Spain
$32.6M -$10.8M -113,785 -24%
UCFA
85
United Capital Financial Advisors
Texas
$32.3M -$13.3M -140,187 -29%
TA
86
Townsend & Associates
Colorado
$32.2M +$878K +9,283 +3%
EW
87
Evoke Wealth
California
$32.1M +$32.1M +339,613 New
CA
88
Cetera Advisors
Colorado
$31.8M +$6.06M +64,089 +24%
Two Sigma Investments
89
Two Sigma Investments
New York
$31.1M +$5.28M +55,824 +20%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$30.7M -$8.9M -94,054 -22%
BA
91
BCM Advisors
Louisiana
$29.8M +$385K +4,074 +1%
TIAA Trust, National Association
92
TIAA Trust, National Association
North Carolina
$29.3M -$16.5M -174,187 -36%
CAM
93
Crestone Asset Management
Colorado
$29.2M -$1.32M -14,000 -4%
BIA
94
Bell Investment Advisors
California
$29M +$2.85M +30,176 +11%
PI
95
PEAK6 Investments
Illinois
$28.8M -$93.5M -988,721 -76%
CWM
96
Cadence Wealth Management
Massachusetts
$28.8M +$6.45M +68,156 +29%
AI
97
Atria Investments
North Carolina
$28.1M -$3.71M -39,173 -12%
WHG
98
Westwood Holdings Group
Texas
$28M +$1.63M +17,246 +6%
FIA
99
Foundations Investment Advisors
Arizona
$27.7M -$386K -4,080 -1%
DMC
100
DSC Meridian Capital
New York
$27.7M +$15.2M +161,188 +123%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.