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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WestEnd Advisors
North Carolina
$11.6M +$11.1M +87,211 New
Marshall Wace
102
Marshall Wace
United Kingdom
$11.4M +$4.62M +36,362 +73%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$11.3M
OFW
104
Omnia Family Wealth
Florida
$11.1M +$845K +6,656 +9%
FSA
105
Financial Sense Advisors
California
$10.8M -$6.98M -54,973 -40%
PAA
106
Peregrine Asset Advisers
Oregon
$10.7M +$2.21M +17,441 +27%
MTB
107
Mizuho Trust & Banking
Japan
$10.6M +$10.2M +80,000 New
HI
108
Hudock Inc
Pennsylvania
$10.6M +$990K +7,798 +11%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$10.4M +$1.7M +13,363 +20%
FNC
110
First National Corp
Massachusetts
$10.1M +$2.07M +16,302 +27%
PAG
111
Private Advisor Group
New Jersey
$10.1M +$5.76M +45,347 +146%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$10M +$1.07M +8,453 +13%
IFA
113
Interactive Financial Advisors
Illinois
$9.99M +$9.54M +75,141 +119,271%
OMC
114
Old Mission Capital
Illinois
$9.78M -$1.36M -10,700 -13%
Millennium Management
115
Millennium Management
New York
$9.68M +$4.72M +37,200 +104%
CA
116
Commerzbank Aktiengesellschaft
Germany
$9.67M +$1.88M +14,793 +25%
FAAS
117
First Allied Advisory Services
California
$9.38M -$545K -4,289 -6%
TCM
118
Tuttle Capital Management
Connecticut
$9.24M -$33.9M -266,893 -79%
PC
119
Premise Capital
Illinois
$9.01M +$2.46M +19,378 +40%
MIAN
120
Mariner Independent Advisor Network
Kansas
$8.97M +$451K +3,551 +6%
EGA
121
E&G Advisors
Texas
$8.71M -$283K -2,230 -3%
HW
122
Hamilton Wealth
California
$8.59M +$394K +3,104 +5%
IA
123
IndexIQ Advisors
New York
$8.39M +$5.37M +42,294 +202%
CC
124
Cedar Capital
Illinois
$8.05M +$1.77M +13,932 +30%
HighTower Advisors
125
HighTower Advisors
Illinois
$7.93M +$5.25M +41,372 +225%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.