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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
TCCM
1001
Timber Creek Capital Management
Massachusetts
$68.7K -$26.4K -279 -28%
CCA
1002
Criterion Capital Advisors
Tennessee
$67.5K -$7.28K -77 -10%
RFG
1003
REAP Financial Group
Texas
$67.4K -$1.04K -11 -2%
RIA
1004
Realta Investment Advisors
Delaware
$64.3K +$64.3K +680 New
NG
1005
NWK Group
California
$61.2K +$662 +7 +1%
CIA
1006
Cape Investment Advisory
Georgia
$60.4K -$53.7K -568 -47%
CA
1007
Crewe Advisors
Utah
$57K -$5.3K -56 -9%
EPM
1008
Equitec Proprietary Markets
Illinois
$56.8K
FFA
1009
Founders Financial Alliance
North Carolina
$56.1K +$30.5K +322 +119%
DJSG
1010
D.J. St. Germain
Massachusetts
$55.8K +$26.5K +280 +90%
FWP
1011
FAS Wealth Partners
Kansas
$55.2K +$44.1K +466 +398%
CTA
1012
Colonial Trust Advisors
South Carolina
$53.5K -$6.81K -72 -11%
LFG
1013
Larson Financial Group
Missouri
$52.9K
HCA
1014
Harbor Capital Advisors
Illinois
$52K +$52.2K +552 New
NB
1015
NBT Bank
New York
$51.7K +$7.28K +77 +16%
HR
1016
Howe & Rusling
New York
$49.2K +$44.3K +468 +900%
HPC
1017
HM Payson & Co
Maine
$48.4K -$8.42K -89 -15%
FMP
1018
Financial Management Professionals
Texas
$48K +$48.4K +512 New
WIA
1019
Wetzel Investment Advisors
Indiana
$45.2K +$48K +507 New
CIR
1020
Clear Investment Research
Georgia
$43.5K
CTWM
1021
Cherry Tree Wealth Management
Minnesota
$42.1K
S
1022
SignatureFD
Georgia
$41.8K +$25.4K +269 +155%
CPG
1023
Custom Portfolio Group
Colorado
$41.6K
GWANC
1024
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.1K
MWM
1025
MGB Wealth Management
Texas
$38K +$95 +1 +0.3%

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.