We are live on ! Find out more
TLT icon

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
PS
1101
PayPay Securities
Japan
$1.32K +$95 +1 +8%
GWSG
1102
GPS Wealth Strategies Group
Colorado
$1.23K +$1.23K +13 New
LF
1103
LifeSteps Financial
California
$1.23K +$1.23K +13 New
JWM
1104
Janiczek Wealth Management
Colorado
$1.14K
FWM
1105
FSA Wealth Management
Massachusetts
$1.04K
VL
1106
Vima LLC
Michigan
$958 -$1.24M -13,144 -100%
CAM
1107
Creekmur Asset Management
Illinois
$663 +$95 +1 +17%
DWA
1108
Dougherty Wealth Advisers
Minnesota
$662
TAM
1109
Townsend Asset Management
North Carolina
$568
AAP
1110
Arax Advisory Partners
Colorado
$398 -$6.24K -66 -94%
PSB
1111
Piscataqua Savings Bank
New Hampshire
$378 +$378 +4 New
CIM
1112
Contravisory Investment Management
Massachusetts
$284
DFA
1113
DHJJ Financial Advisors
Illinois
$284
AFWM
1114
Abich Financial Wealth Management
Virginia
$189
MBFW
1115
Morton Brown Family Wealth
Pennsylvania
$95 -$1.42K -15 -94%
GCS
1116
Gordian Capital (Singapore)
Singapore
$95
LC
1117
Lindbrook Capital
California
$86 -$147K -1,554 -100%
IHWM
1118
Iron Horse Wealth Management
Iowa
$67 +$95 +1 New
Nisa Investment Advisors
1119
Nisa Investment Advisors
Missouri
-$198M -2,000,000 Closed
FTUS
1120
Flow Traders U.S.
New York
-$80.6M -814,824 Closed
Millennium Management
1121
Millennium Management
New York
-$75.4M -796,690 Closed
MCM
1122
MKP Capital Management
New York
-$69.7M -705,000 Closed
OPAM
1123
Ocean Park Asset Management
California
-$46.6M -471,300 Closed
SSG
1124
Summit Securities Group
New York
-$37.8M -400,000 Closed
State Street
1125
State Street
Massachusetts
-$38.1M -385,278 Closed

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.