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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
101
Cetera Advisor Networks
California
$12M -$11.8M -78,871 -52%
Mackenzie Financial
102
Mackenzie Financial
Ontario, Canada
$11.9M -$20.1M -135,000 -65%
CIM
103
Confluence Investment Management
Missouri
$11.8M -$14.9M -100,019 -58%
NA
104
NewEdge Advisors
Louisiana
$11.7M -$628K -4,215 -6%
I
105
INVST
Indiana
$11.4M +$2.34M +15,709 +30%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$11.3M
LBD
107
Landsberg Bennett & Dubbaneh
Florida
$11M +$9.75M +65,394 New
NL
108
NEPC LLC
Massachusetts
$10.6M +$9.55M +64,072 New
HI
109
Hudock Inc
Pennsylvania
$10.5M -$2.69M -18,024 -22%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$10.4M +$1.94M +13,006 +26%
EGA
111
E&G Advisors
Texas
$10.4M -$693K -4,649 -7%
SC
112
Scotia Capital
Ontario, Canada
$10.3M -$2.82M -18,936 -23%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$10.2M +$6.2M +41,620 +203%
MD
114
Money Design
Japan
$9.9M -$559K -3,749 -6%
Citadel Advisors
115
Citadel Advisors
Florida
$9.9M -$147M -989,271 -94%
CA
116
Cetera Advisors
Colorado
$9.88M +$892K +5,983 +11%
BBVA
117
Banco Bilbao Vizcaya Argentaria
Spain
$9.69M +$2.02M +13,554 +30%
FLA
118
Financial Life Advisors
Texas
$8.96M -$879K -5,899 -10%
WC
119
Wexford Capital
Florida
$8.8M +$7.95M +53,365 New
MIAN
120
Mariner Independent Advisor Network
Kansas
$8.65M -$2.7M -18,095 -26%
MWC
121
MKD Wealth Coaches
Michigan
$8.54M +$7.72M +51,791 New
HW
122
Hancock Whitney
Mississippi
$8.45M -$558K -3,744 -7%
IA
123
IndexIQ Advisors
New York
$8.32M -$6.87M -46,121 -48%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$8.31M -$3.45M -23,113 -31%
FS
125
Ferguson Shapiro
Georgia
$8.04M -$17.3M -115,944 -71%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.