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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$12.2M -$690K -4,644 -5%
VCM
102
Virtue Capital Management
Tennessee
$12.2M +$3.47M +23,359 +38%
Renaissance Technologies
103
Renaissance Technologies
New York
$11.3M +$1.61M +10,855 +16%
KPWS
104
Kestra Private Wealth Services
Texas
$10.8M +$11.1M +74,679 New
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$10.7M +$1.18M +7,971 +12%
PAMS
106
Pictet Asset Management (Switzerland)
Switzerland
$10.5M +$10.8M +72,957 New
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$10.3M +$4.85M +32,656 +85%
WFI
108
West Family Investments
California
$10.3M +$10.6M +71,087 New
Citigroup
109
Citigroup
New York
$10.2M -$109M -734,043 -91%
4FG
110
4Thought Financial Group
New York
$10M +$2.05M +13,812 +25%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$9.36M -$2.1M -14,139 -18%
CIM
112
Confluence Investment Management
Missouri
$9.35M +$25.2K +170 +0.3%
WAM
113
Wolverine Asset Management
Illinois
$9.35M +$4.41M +29,700 +85%
LF
114
Lee Financial
Texas
$9.05M -$9.65K -65 -0.1%
CWM
115
Cadence Wealth Management
Massachusetts
$8.93M +$8.17M +55,018 +800%
EP
116
Edgestream Partners
New Jersey
$8.76M -$3.77M -25,375 -29%
SHWM
117
Silicon Hills Wealth Management
Texas
$8.64M +$781K +5,260 +10%
HIM
118
Hanlon Investment Management
New Jersey
$8.62M +$1.44M +9,700 +19%
PI
119
PEAK6 Investments
Illinois
$8.54M +$8.79M +59,194 New
PWM
120
Palumbo Wealth Management
New York
$8.54M +$331K +2,229 +4%
CCP
121
Cardan Capital Partners
Colorado
$8.49M +$6.69M +45,061 +327%
MWM
122
Moulton Wealth Management
Washington
$8.45M +$8.63M +58,141 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$8.31M -$2.67M -17,978 -24%
CA
124
Cambridge Associates
Massachusetts
$8.24M
WCWM
125
Wooster Corthell Wealth Management
Connecticut
$8.22M +$37.3K +251 +0.4%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.