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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
101
Omnia Family Wealth
Florida
$9.73M +$898K +7,384 +11%
UCFA
102
United Capital Financial Advisors
Texas
$9.61M -$5.12M -42,128 -36%
1NWS
103
1 North Wealth Services
Maryland
$9.6M +$2.36M +19,386 +34%
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$9.56M +$5.67M +46,630 +161%
Citadel Advisors
105
Citadel Advisors
Florida
$9.49M -$15.1M -124,240 -62%
FAAS
106
First Allied Advisory Services
California
$9.47M +$3.64M +29,913 +66%
PA
107
Parallel Advisors
California
$9.41M -$1.78M -14,646 -16%
BCM
108
Brookstone Capital Management
Illinois
$9.31M -$752K -6,185 -8%
HI
109
Hudock Inc
Pennsylvania
$9.07M +$7.08M +58,240 +430%
MD
110
Money Design
Japan
$9.05M -$6.22M -51,126 -42%
LPT
111
Legacy Private Trust
Wisconsin
$8.74M +$2.97M +24,399 +55%
Renaissance Technologies
112
Renaissance Technologies
New York
$8.67M -$2.54M -20,900 -23%
EGA
113
E&G Advisors
Texas
$8.58M +$1.02M +8,380 +14%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$8.45M -$2.03M -16,724 -20%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$8.25M +$3.04M +24,991 +62%
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$8.07M -$76M -624,855 -91%
MIAN
117
Mariner Independent Advisor Network
Kansas
$8.03M +$196K +1,615 +3%
PAA
118
Peregrine Asset Advisers
Oregon
$8.03M +$2.11M +17,372 +38%
HF
119
HRT Financial
New York
$7.84M +$3.83M +31,525 +103%
HW
120
Hamilton Wealth
California
$7.78M +$7.49M +61,553 New
AIA
121
Arrow Investment Advisors
Maryland
$7.77M -$575K -4,726 -7%
MWM
122
Merriman Wealth Management
Washington
$7.75M -$72.5K -596 -1%
Mariner
123
Mariner
Kansas
$7.67M +$1.63M +13,374 +28%
FNC
124
First National Corp
Massachusetts
$7.57M -$4.16M -34,228 -36%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$7.48M -$115M -948,242 -94%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.