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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
BCM Advisors
Louisiana
$13M +$12.6M +90,265 +1,579%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9M -$24.3M -174,839 -65%
NAM
103
North American Management
Massachusetts
$12.8M -$180K -1,291 -1%
Millennium Management
104
Millennium Management
New York
$12.6M -$35.8M -257,376 -74%
DS
105
DRW Securities
Illinois
$11.9M +$5.26M +37,811 +75%
1NWS
106
1 North Wealth Services
Maryland
$11.9M +$707K +5,079 +6%
FTUS
107
Flow Traders U.S.
New York
$11.6M +$11.9M +85,502 New
DCM
108
Disciplina Capital Management
Tennessee
$11.4M +$62.6K +450 +0.5%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$11.3M
OFW
110
Omnia Family Wealth
Florida
$11.2M -$343K -2,463 -3%
HI
111
Hudock Inc
Pennsylvania
$11.2M +$124K +889 +1%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$11.1M +$2M +14,391 +21%
SC
113
Scotia Capital
Ontario, Canada
$11M +$7.42M +53,324 +190%
FNC
114
First National Corp
Massachusetts
$10.6M +$239K +1,717 +2%
NA
115
NewEdge Advisors
Louisiana
$10.2M -$9.44M -67,830 -47%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$9.96M -$2.79M -20,016 -21%
FAAS
117
First Allied Advisory Services
California
$9.81M +$2.28M +16,405 +29%
GAM
118
Gould Asset Management
California
$9.73M +$3.85M +27,682 +63%
HighTower Advisors
119
HighTower Advisors
Illinois
$9.64M +$4.52M +32,506 +84%
HH
120
Hilltop Holdings
Texas
$9.54M -$6.05M -43,498 -38%
MIAN
121
Mariner Independent Advisor Network
Kansas
$9.49M +$2.5M +17,988 +35%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$9.46M +$4.66M +33,460 +92%
PA
123
Parallel Advisors
California
$9.23M +$4.05M +29,080 +74%
KLC
124
Knowledge Leaders Capital
Colorado
$9.21M +$9.07M +65,180 +2,347%
EGA
125
E&G Advisors
Texas
$9.15M +$232K +1,665 +3%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.