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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
PB
976
Pinnacle Bancorp
Nebraska
$147K
NRC
977
New Republic Capital
North Carolina
$133K -$52.1K -551 -28%
FPB
978
First PREMIER Bank
South Dakota
$130K +$17.6K +186 +16%
CPG
979
Cornerstone Planning Group
New Jersey
$130K -$132K -1,391 -49%
RCM
980
Raleigh Capital Management
North Carolina
$129K -$52.4K -554 -29%
WIC
981
Woodmont Investment Counsel
Tennessee
$129K +$129K +1,363 New
RCP
982
Rothschild Capital Partners
New York
$120K +$120K +1,264 New
Pathstone Holdings
983
Pathstone Holdings
New Jersey
$114K +$114K +1,209 New
BFA
984
BBJS Financial Advisors
Washington
$109K -$62.3K -659 -36%
AF
985
Arrow Financial
New York
$107K -$33.1K -350 -24%
Loomis, Sayles & Company
986
Loomis, Sayles & Company
Massachusetts
$106K -$2.96M -31,256 -97%
CT
987
Colonial Trust
South Carolina
$105K +$14.9K +158 +17%
UB
988
UMB Bank
Missouri
$95.4K
CWC
989
Carolinas Wealth Consulting
North Carolina
$93.8K
GI
990
Gradient Investments
Minnesota
$92.1K -$22M -232,311 -100%
IPW
991
Impact Partnership Wealth
Georgia
$90.6K -$10.6K -112 -10%
PGAM
992
Princeton Global Asset Management
New Jersey
$85.2K
NS
993
NBC Securities
Alabama
$83K -$33.6K -355 -29%
JWA
994
JFS Wealth Advisors
Pennsylvania
$80.3K -$64.7K -684 -45%
CIAS
995
Capital Investment Advisory Services
North Carolina
$77.6K -$43.9K -464 -36%
ICM
996
Islay Capital Management
Texas
$76.4K -$9.46K -100 -11%
BCMLT
997
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.4K +$66K +698 +705%
RP
998
Rice Partnership
Hawaii
$74.8K -$91.7K -970 -55%
PFBT
999
Parkside Financial Bank & Trust
Missouri
$74.7K +$46.3K +489 +163%
SA
1000
SpiderRock Advisors
Delaware
$74.1K +$75.7K +800 New

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.