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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
CM
1201
Crystalline Management
Canada
-$277K -2,800 Closed
GAA
1202
Guardian Asset Advisors
Pennsylvania
-$274K -2,767 Closed
WCA
1203
Waratah Capital Advisors
Ontario, Canada
-$258K -2,726 Closed
BA
1204
Bridge Advisory
California
-$268K -2,715 Closed
FEG
1205
Fund Evaluation Group
Ohio
-$250K -2,529 Closed
AIC
1206
Anthracite Investment Company
Texas
-$249K -2,520 Closed
SC
1207
Sapient Capital
Indiana
-$242K -2,446 Closed
CAMG
1208
CWA Asset Management Group
Florida
-$240K -2,426 Closed
GWS
1209
Glassman Wealth Services
Virginia
-$215K -2,179 Closed
NHC
1210
Nicholas Hoffman & Company
Georgia
-$210K -2,124 Closed
BJL
1211
Brighton Jones LLC
Washington
-$210K -2,123 Closed
RWA
1212
River Wealth Advisors
Pennsylvania
-$208K -2,104 Closed
BHPW
1213
Beverly Hills Private Wealth
California
-$203K -2,055 Closed
SFWA
1214
Summit Financial Wealth Advisors
Louisiana
-$203K -2,050 Closed
TVAMP
1215
Tennessee Valley Asset Management Partners
Tennessee
-$161K -1,632 Closed
AC
1216
AlphaCore Capital
California
-$110K -1,115 Closed
AWM
1217
Able Wealth Management
New Jersey
-$54.2K -548 Closed
PWA
1218
Provenance Wealth Advisors
Florida
-$52.5K -531 Closed
LF
1219
Lee Financial
Texas
-$49.9K -505 Closed
FWM
1220
Focused Wealth Management
New York
-$30.7K -310 Closed
FA
1221
Faithward Advisors
Pennsylvania
-$28.1K -299 Closed
RFA
1222
Register Financial Advisors
Georgia
-$28.5K -288 Closed
PVH
1223
Psagot Value Holdings
Israel
-$25K -250 Closed
QCG
1224
Quadrant Capital Group
Ohio
-$18.2K -184 Closed
SNB
1225
Security National Bank
Nebraska
-$14.7K -149 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.