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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
101
Mariner Independent Advisor Network
Kansas
$7.61M +$657K +5,680 +10%
MWM
102
Merriman Wealth Management
Washington
$7.56M +$7.17M +61,910 New
ECM
103
ETrade Capital Management
Virginia
$7.26M -$1.54M -13,311 -18%
EGA
104
E&G Advisors
Texas
$7.22M +$412K +3,560 +6%
CI Investments Inc
105
CI Investments Inc
Ontario, Canada
$7.16M -$101M -869,178 -94%
FIM
106
Frontier Investment Management
Texas
$7.12M +$6.78M +58,583 New
FF
107
Friedenthal Financial
New Jersey
$7.05M +$6.72M +58,043 New
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$7.01M +$408K +3,521 +6%
FEG
109
Fund Evaluation Group
Ohio
$6.92M +$926K +8,001 +16%
1NWS
110
1 North Wealth Services
Maryland
$6.87M +$6.54M +56,523 New
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$6.83M +$842K +7,274 +15%
UAS
112
United Asset Strategies
New York
$6.83M +$2.42M +20,885 +59%
FIA
113
Foundations Investment Advisors
Arizona
$6.82M -$736K -6,357 -10%
PCP
114
Proficio Capital Partners
Massachusetts
$6.54M +$6.23M +53,825 New
MML Investors Services
115
MML Investors Services
Massachusetts
$6.3M +$2.58M +22,262 +75%
HighTower Advisors
116
HighTower Advisors
Illinois
$6.22M +$4.65M +40,148 +363%
ICM
117
Ionic Capital Management
New York
$6.08M +$4.51M +39,000 +355%
FLA
118
Financial Life Advisors
Texas
$5.96M +$749K +6,473 +15%
Allianz Asset Management
119
Allianz Asset Management
Germany
$5.75M +$5.5M +47,527 New
Mariner
120
Mariner
Kansas
$5.75M +$229K +1,980 +4%
PAA
121
Peregrine Asset Advisers
Oregon
$5.6M -$4.94M -42,717 -48%
FAAS
122
First Allied Advisory Services
California
$5.47M -$36.2K -313 -0.7%
IA
123
IFP Advisors
Florida
$5.44M -$895K -7,730 -15%
LPT
124
Legacy Private Trust
Wisconsin
$5.44M -$5.96M -51,476 -54%
NR
125
Newfound Research
Massachusetts
$5.36M +$3.77M +32,538 +281%

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.