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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
CWAF
1026
Core Wealth Advisors (Florida)
Florida
$37.9K +$18.9K +200 +100%
GJWM
1027
Gilliland Jeter Wealth Management
Arkansas
$37.7K +$37.6K +398 New
PAM
1028
Palisade Asset Management
Minnesota
$36.7K +$36.7K +388 New
EWM
1029
EPG Wealth Management
Georgia
$36.5K +$22.1K +234 +154%
GJIA
1030
Glass Jacobson Investment Advisors
Maryland
$35.4K
GC
1031
Gould Capital
Washington
$34.1K
HIA
1032
Harbor Investment Advisory
Maryland
$33.9K -$662 -7 -2%
MHR
1033
Matthew Hamilton Rosenberg
$33K
HDIM
1034
Hanson & Doremus Investment Management
Vermont
$33K -$2.74K -29 -8%
M
1035
MOTCO
Texas
$32.4K +$32.3K +342 New
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$31.8K -$25.7K -272 -45%
BL
1037
BFSG LLC
California
$29.8K +$27.8K +294 +1,400%
IRC
1038
Investors Research Corp
Georgia
$29K
SC
1039
SouthState Corp
Florida
$28.4K +$19.7K +208 +226%
SAM
1040
Smartleaf Asset Management
Massachusetts
$26.8K +$2.55K +27 +11%
BBPWM
1041
Blue Bell Private Wealth Management
Pennsylvania
$25.6K -$171K -1,807 -87%
LCM
1042
Logan Capital Management
Pennsylvania
$25.5K
PA
1043
PSI Advisors
Florida
$21.8K
SWM
1044
Sugarloaf Wealth Management
Georgia
$21K +$21K +222 New
NCM
1045
Northwest Capital Management
Oregon
$20.7K +$946 +10 +5%
EW
1046
Element Wealth
Mississippi
$20.3K +$20.3K +215 New
AWM
1047
Atticus Wealth Management
Florida
$20.1K +$3.12K +33 +18%
WBC
1048
West Branch Capital
Massachusetts
$19.8K +$189 +2 +1%
CJ
1049
Caitlin John
Michigan
$19.4K -$17K -180 -47%
BFO
1050
Biltmore Family Office
North Carolina
$19.2K +$19.2K +203 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.