We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Cadinha & Co
Hawaii
$12.9M +$12.1M +73,537 +1,432%
AAM
102
American Asset Management
Florida
$12.8M +$435K +2,642 +3%
UCFA
103
United Capital Financial Advisors
Texas
$12.6M -$8.97M -54,480 -41%
NAM
104
North American Management
Massachusetts
$12.4M -$176K -1,069 -1%
DAS
105
Dynamic Advisor Solutions
Arizona
$12.4M -$758K -4,606 -6%
NA
106
NewEdge Advisors
Louisiana
$12.3M +$734K +4,461 +6%
CIM
107
Confluence Investment Management
Missouri
$12M +$211K +1,283 +2%
GAM
108
Gould Asset Management
California
$11.8M -$518K -3,148 -4%
LBD
109
Landsberg Bennett & Dubbaneh
Florida
$11.6M +$871K +5,293 +8%
PAMU
110
Pictet Asset Management (UK)
United Kingdom
$11.6M +$1.41M +8,555 +14%
SPIA
111
Steward Partners Investment Advisory
New York
$11.5M +$5.93M +36,003 +106%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$11.4M +$986K +5,988 +9%
PAA
113
Peregrine Asset Advisers
Oregon
$11.4M +$9.86M +59,868 +638%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$11.3M
MAFM
115
Mid Atlantic Financial Management
Pennsylvania
$11.3M +$6.14M +37,270 +118%
QFA
116
Quattro Financial Advisors
Texas
$11.2M -$2.16M -13,137 -16%
DA
117
Duality Advisers
Florida
$10.6M +$10.6M +64,573 New
HFM
118
Harvest Fund Management
China
$10.6M -$660K -4,010 -7%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$10.4M -$1.63M -9,877 -14%
HI
120
Hudock Inc
Pennsylvania
$10.2M -$178K -1,084 -2%
EGA
121
E&G Advisors
Texas
$10.2M -$127K -771 -1%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$10.2M +$10.2M +62,100 New
ACM
123
Avalon Capital Management
California
$9.94M +$9.98M +60,629 New
HW
124
Hamilton Wealth
California
$9.92M +$5.97M +36,267 +149%
CA
125
Cetera Advisors
Colorado
$9.92M +$98.9K +601 +1%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.