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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
EAM
1176
Evanson Asset Management
California
-$800K -8,088 Closed
IA
1177
IFG Advisory
Georgia
-$736K -7,446 Closed
MGIA
1178
Moneta Group Investment Advisors
Missouri
-$671K -6,787 Closed
CAP
1179
Columbia Advisory Partners
Washington
-$661K -6,689 Closed
HWM
1180
Heirloom Wealth Management
Colorado
-$646K -6,538 Closed
AFG
1181
Atomi Financial Group
New York
-$641K -6,485 Closed
OP
1182
ORG Partners
Indiana
-$618K -6,242 Closed
YDMI
1183
Y.D. More Investments
Israel
-$544K -5,500 Closed
FHB
1184
First Hawaiian Bank
Hawaii
-$529K -5,350 Closed
DACS
1185
Dymon Asia Capital (Singapore)
Singapore
-$519K -5,250 Closed
PMG
1186
ProVise Management Group
Florida
-$435K -4,398 Closed
KA
1187
Kovack Advisors
Florida
-$396K -4,010 Closed
EFS
1188
Essex Financial Services
Connecticut
-$370K -3,739 Closed
NWM
1189
Napa Wealth Management
California
-$367K -3,710 Closed
CF
1190
Cantor Fitzgerald
New York
-$365K -3,688 Closed
ATC
1191
Argent Trust Co
Tennessee
-$364K -3,685 Closed
FNWA
1192
Financial Network Wealth Advisors
Utah
-$341K -3,448 Closed
ARC
1193
Advisor Resource Council
Texas
-$335K -3,383 Closed
SAF
1194
Smith Anglin Financial
Texas
-$329K -3,325 Closed
FCH
1195
Freestone Capital Holdings
Washington
-$323K -3,271 Closed
SG
1196
StoneX Group
New York
-$322K -3,258 Closed
WAM
1197
Worth Asset Management
Texas
-$299K -3,027 Closed
1IA
1198
1834 Investment Advisors
Wisconsin
-$298K -3,010 Closed
MWP
1199
Meridian Wealth Partners
Pennsylvania
-$297K -3,008 Closed
BTWM
1200
Baker Tilly Wealth Management
Wisconsin
-$280K -2,832 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.