TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

1,172 hedge funds and large institutions have $47.7B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 489 increasing their positions, 383 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,172
Holders Change
+80
Holders Change %
+7.33%
% of All Funds
16.95%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
1.84%
New
192
Increased
489
Reduced
383
Closed
101
Calls
$14.5B
Puts
$14.5B
Net Calls
+$21.6M
Net Calls Change
-$2.44B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.7B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.45B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$720M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$714M
5
AssetMark Inc
AssetMark Inc
California
+$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.06B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$744M
3
Morgan Stanley
Morgan Stanley
New York
-$425M
4
Jane Street
Jane Street
New York
-$315M
5
AAS
Annex Advisory Services
Wisconsin
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
976
Pinnacle Family Advisors
Missouri
$242K +$14.4K +147 +6%
SOS
977
Silver Oak Securities
Tennessee
$242K -$369K -3,742 -60%
RW
978
Rede Wealth
Virginia
$240K -$1.28K -13 -0.5%
HGERS
979
Householder Group Estate & Retirement Specialist
Arizona
$239K +$40.2K +411 +20%
SDH
980
Sloy Dahl & Holst
Washington
$236K – – –
LT
981
Legacy Trust
Michigan
$234K – – –
RP
982
Riverwater Partners
Wisconsin
$231K -$6.45K -66 -3%
MAM
983
Milestone Asset Management
Pennsylvania
$231K -$52.6K -536 -19%
HFO
984
Heritage Family Offices
Arizona
$231K +$231K +2,350 New
PPP
985
Private Portfolio Partners
New Jersey
$230K +$230K +2,345 New
CCG
986
Catalina Capital Group
California
$230K -$125K -1,279 -35%
HBW
987
Hazlett, Burt & Watson
West Virginia
$229K +$71.7K +730 +46%
BCM
988
Beaumont Capital Management
Massachusetts
$229K +$229K +2,330 New
ANB
989
Amarillo National Bank
Texas
$226K – – –
AI
990
Accredited Investors
Minnesota
$226K -$13.5K -138 -6%
IP
991
Ignite Planners
California
$223K +$223K +2,276 New
AIS
992
American Investment Services
Massachusetts
$223K – – –
TC
993
Trilogy Capital
California
$223K -$28K -285 -11%
SPWM
994
Straight Path Wealth Management
Michigan
$221K – – –
FCM
995
Firestone Capital Management
Florida
$220K +$220K +2,247 New
WAM
996
Walker Asset Management
Missouri
$220K -$9.03K -92 -4%
AFP
997
Ausdal Financial Partners
Iowa
$219K +$219K +2,237 New
AWM
998
Avaii Wealth Management
Wisconsin
$219K +$219K +2,235 New
SAM
999
Secure Asset Management
Michigan
$219K +$219K +2,232 New
IA
1000
Insight Advisors
Pennsylvania
$219K +$219K +2,229 New
38 39
40
41 42