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
WWG
1151
West Wealth Group
California
-$3.27M -33,069 Closed
EP
1152
Edgestream Partners
New Jersey
-$3.25M -32,857 Closed
XS
1153
XR Securities
Illinois
-$3M -30,317 Closed
BCP
1154
Bayberry Capital Partners
New York
-$2.97M -30,000 Closed
Point72 Asset Management
1155
Point72 Asset Management
Connecticut
-$2.74M -29,000 Closed
Natixis Advisors
1156
Natixis Advisors
Massachusetts
-$2.83M -28,582 Closed
SKK
1157
Shepherd Kaplan Krochuk
Massachusetts
-$2.74M -27,660 Closed
HIP
1158
Harrell Investment Partners
Texas
-$2.65M -26,819 Closed
MCC
1159
Money Concepts Capital
Florida
-$2.04M -20,656 Closed
TC
1160
Touchstone Capital
Pennsylvania
-$1.93M -19,537 Closed
GCM
1161
Goldstream Capital Management
Hong Kong
-$1.77M -17,950 Closed
LCM
1162
Landscape Capital Management
New Jersey
-$1.76M -17,846 Closed
AF
1163
Affiance Financial
Minnesota
-$1.57M -15,918 Closed
SPW
1164
Surience Private Wealth
Washington
-$1.51M -15,239 Closed
ICM
1165
Intrepid Capital Management
Florida
-$1.27M -12,891 Closed
CCM
1166
CAAS Capital Management
New York
-$1.21M -12,208 Closed
BOSSRA
1167
B.O.S.S. Retirement Advisors
Utah
-$1.2M -12,160 Closed
SIM
1168
Seaview Investment Managers
Florida
-$1.16M -11,781 Closed
WP
1169
WMS Partners
Maryland
-$1.14M -11,500 Closed
IWP
1170
Innova Wealth Partners
Pennsylvania
-$1.13M -11,447 Closed
LG
1171
Leuthold Group
Minnesota
-$1.08M -10,926 Closed
CRWM
1172
Castle Rock Wealth Management
California
-$1.03M -10,723 Closed
IWM
1173
Iams Wealth Management
Nebraska
-$1.01M -10,164 Closed
CWM
1174
Centric Wealth Management
Illinois
-$946K -10,049 Closed
IPWA
1175
International Private Wealth Advisors
California
-$893K -9,030 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.