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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
PMFA
1076
Plante Moran Financial Advisors
Michigan
$6.81K
WWMSC
1077
Wagner Wealth Management (South Carolina)
South Carolina
$6.81K +$3.4K +36 +100%
FPF
1078
First Pacific Financial
Washington
$6.81K +$4.73K +50 +227%
SSB
1079
Sandy Spring Bank
Maryland
$6.06K
HWP
1080
Highline Wealth Partners
California
$5.87K
SN
1081
Sittner & Nelson
Oregon
$4.83K +$4.82K +51 New
IA
1082
IFS Advisors
Kansas
$4.73K
CSWM
1083
Cassady Schiller Wealth Management
Ohio
$4.54K +$4.54K +48 New
AIM
1084
Anchor Investment Management
South Carolina
$4.35K
VCM
1085
Versant Capital Management
Arizona
$4.35K
BCWM
1086
Bartlett & Co Wealth Management
Ohio
$4.26K
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07K
JHCP
1088
Jackson Hole Capital Partners
Oklahoma
$3.88K
MFC
1089
Morris Financial Concepts
South Carolina
$3.79K
PCWA
1090
Pacific Capital Wealth Advisors
California
$3.69K
GEA
1091
Glen Eagle Advisors
New Jersey
$3.43K +$946 +10 +38%
CWP
1092
Concord Wealth Partners
Virginia
$3.41K +$1.32K +14 +64%
CB
1093
Centennial Bank
Arkansas
$2.65K
OHWP
1094
Oak Harbor Wealth Partners
North Carolina
$2.18K
CJH
1095
Christopher J. Hasenberg
Wisconsin
$2.08K +$2.08K +22 New
MG
1096
Mather Group
Illinois
$2.08K +$1.99K +21 New
KA
1097
Kozak & Associates
Colorado
$1.94K +$284 +3 +17%
KFI
1098
Key Financial Inc
Pennsylvania
$1.7K
FPFS
1099
First Personal Financial Services
North Carolina
$1.42K +$1.42K +15 New
NC
1100
NewSquare Capital
Pennsylvania
$1.42K +$1.42K +15 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.