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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
MW
1126
Marks Wealth
Maryland
-$32.4M -327,626 Closed
CW
1127
Connectus Wealth
Ohio
-$29.6M -299,450 Closed
SA
1128
Scarborough Advisors
Maryland
-$27.7M -280,166 Closed
Capstone Investment Advisors
1129
Capstone Investment Advisors
New York
-$23.9M -241,499 Closed
IP
1130
Isomer Partners
New York
-$19.8M -200,000 Closed
SOMRS
1131
State of Michigan Retirement System
Michigan
-$19.8M -200,000 Closed
KWM
1132
Kaydan Wealth Management
Michigan
-$16.1M -162,785 Closed
RWP
1133
RWA Wealth Partners
Massachusetts
-$13.2M -133,318 Closed
UFM
1134
Ursa Fund Management
California
-$12.8M -129,800 Closed
CFG
1135
Citizens Financial Group
Rhode Island
-$12.7M -128,688 Closed
EWM
1136
Executive Wealth Management
Michigan
-$9.36M -94,619 Closed
CM
1137
Capula Management
Cayman Islands
-$7.09M -75,000 Closed
WF
1138
Williams Financial
Vermont
-$6.6M -66,722 Closed
WP
1139
Waycross Partners
Kentucky
-$6.43M -65,000 Closed
MWM
1140
Merriman Wealth Management
Washington
-$6.22M -62,902 Closed
MPM
1141
MBB Public Markets
Illinois
-$5.39M -57,000 Closed
TAM
1142
TCP Asset Management
Ohio
-$5.61M -56,780 Closed
SW
1143
Signify Wealth
Missouri
-$5.1M -51,538 Closed
RCS
1144
Retirement Capital Strategies
California
-$4.96M -50,201 Closed
WRBC
1145
W.R. Berkley Corp
Connecticut
-$4.9M -49,600 Closed
Simplex Trading
1146
Simplex Trading
Illinois
-$4.8M -48,567 Closed
NEI
1147
Northwest & Ethical Investments
Ontario, Canada
-$4.36M -44,100 Closed
PWM
1148
Penobscot Wealth Management
Maine
-$3.8M -38,468 Closed
KPF
1149
K2 Principal Fund
Ontario, Canada
-$3.55M -37,548 Closed
TA
1150
TFB Advisors
Kansas
-$3.32M -33,534 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.