We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
976
International Assets Investment Management
Florida
$86.2K +$85.6K +939 New
CPA
977
Cardiff Park Advisors
California
$83K +$82.5K +905 New
PGAM
978
Princeton Global Asset Management
New Jersey
$82.6K
SAM
979
Smartleaf Asset Management
Massachusetts
$80.1K +$52.2K +573 +202%
CIAS
980
Capital Investment Advisory Services
North Carolina
$78.2K +$2.92K +32 +4%
CT
981
Colonial Trust
South Carolina
$73.4K -$27.8K -305 -28%
PFBT
982
Parkside Financial Bank & Trust
Missouri
$72.4K
FWP
983
FAS Wealth Partners
Kansas
$68.7K +$15.1K +166 +28%
MPWT
984
MassMutual Private Wealth & Trust
Connecticut
$68K +$36.9K +405 +121%
CA
985
Crewe Advisors
Utah
$67.6K +$12.3K +135 +22%
CIA
986
Cape Investment Advisory
Georgia
$60.4K +$1.82K +20 +3%
NG
987
NWK Group
California
$58.6K -$729 -8 -1%
GJWM
988
Gilliland Jeter Wealth Management
Arkansas
$57.5K +$20.9K +229 +58%
GI
989
Gradient Investments
Minnesota
$56.8K -$32.3K -354 -36%
HFM
990
Hartford Financial Management
Connecticut
$55.8K -$130K -1,423 -70%
CP
991
Castleview Partners
Texas
$55.6K -$159K -1,740 -74%
EWM
992
EPG Wealth Management
Georgia
$55.3K -$35.2K -386 Closed
EPM
993
Equitec Proprietary Markets
Illinois
$55.1K
CC
994
Cypress Capital
Tennessee
$55.1K +$54.7K +600 New
WOSD
995
WFA of San Diego
California
$55.1K +$54.7K +600 New
AA
996
Addison Advisors
Vermont
$52K +$51.7K +567 New
CTA
997
Colonial Trust Advisors
South Carolina
$51.9K
AT
998
Arlington Trust
Alabama
$51.5K +$51.1K +561 New
CCA
999
Criterion Capital Advisors
Tennessee
$47.6K -$17.7K -194 -27%
VAG
1000
VisionPoint Advisory Group
Texas
$45.6K -$4.74M -51,979 -99%