iShares 20+ Year Treasury Bond ETF
1,101 hedge funds and large institutions have $41.7B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 448 increasing their positions, 275 reducing their positions, and 130 closing their positions.
144% more first-time investments, than exits
New positions opened: 317 | Existing positions closed: 130
63% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 275
50% more call options, than puts
Call options by funds: $13B | Put options by funds: $8.66B
49% more capital invested
Capital invested by funds: $27.9B → $41.7B (+$13.8B)
40% more funds holding in top 10
Funds holding in top 10: 103 → 144 (+41)
19% more funds holding
Funds holding: 925 → 1,101 (+176)
7.65% more ownership
Funds ownership: 73.38% → 81.03% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.38B |
| 2 |
Rafferty Asset Management
New York
|
+$1.89B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.04B |
| 4 |
Jane Street
New York
|
+$551M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$460M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$782M |
| 2 |
Citigroup
New York
|
-$468M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
-$194M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$140M |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$136M |
TLT Hedge Fund Activity: Q4 2023 in Review
1,101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2023, worth a combined $41.7B — up 49% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 317 funds opened new TLT positions and 130 closed out — a net gain of 187 holders — while 448 added to existing stakes and 275 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.38B. The largest seller was Susquehanna International Group, cutting an estimated $782M.
- 1,101 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2023, up from 925 in Q3 2023.
- Funds reported $41.7B of iShares 20+ Year Treasury Bond ETF stock for Q4 2023, up 49% quarter-over-quarter.
- 317 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2023 and 130 closed out, a net change of +187 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.38B added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2023 was Susquehanna International Group, an estimated $782M sold.
Based on aggregated 13F filings for Q4 2023.