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iShares 20+ Year Treasury Bond ETF

733 hedge funds and large institutions have $17.8B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 324 increasing their positions, 205 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.49B | Put options by funds: $4.05B

58% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 205

47% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 91

20% more capital invested

Capital invested by funds: $14.9B → $17.8B (+$2.9B)

5% more funds holding

Funds holding: 697733 (+36)

4% more funds holding in top 10

Funds holding in top 10: 7982 (+3)

1.52% less ownership

Funds ownership: 74.82%73.31% (-1.5%)

Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
12.63%
Holding in Top 10
82
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.8%
% of All Funds
1.41%
New
134
Increased
324
Reduced
205
Closed
91
Calls
$8.49B
Puts
$4.05B
Net Calls
+$4.45B
Net Calls Change
+$2.58B
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$17.5M -$12.4M -109,746 -39%
TF
102
Trek Financial
Arizona
$16.9M +$15.9M +141,441 +590%
FNC
103
First National Corp
Massachusetts
$16.3M -$5.68M -50,488 -24%
KAS
104
Kestra Advisory Services
Texas
$15.6M +$11.7M +103,601 +212%
GCM
105
Granby Capital Management
Florida
$15.4M +$11.3M +100,000 +200%
CCA
106
Checchi Capital Advisers
California
$15.1M +$15.3M +136,095 +1,194%
EWA
107
Exencial Wealth Advisors
Oklahoma
$15.1M
HW
108
Hamilton Wealth
California
$15M +$2.59M +23,009 +19%
RIG
109
RiverFront Investment Group
Virginia
$15M -$1.54M -13,715 -8%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$15M +$4.5M +39,987 +38%
SA
111
Scarborough Advisors
Maryland
$14.9M +$1.96M +17,388 +14%
AI
112
Atria Investments
North Carolina
$14M +$2.42M +21,507 +19%
OA
113
Oxbow Advisors
Texas
$13.6M +$158K +1,406 +1%
LPT
114
Legacy Private Trust
Wisconsin
$13.3M +$3.94M +35,007 +37%
FMWA
115
Forvis Mazars Wealth Advisors
Missouri
$13.1M +$14.3M +127,440 New
GAM
116
Gould Asset Management
California
$12.9M -$80.8K -718 -0.6%
US Bancorp
117
US Bancorp
Minnesota
$12.8M -$724K -6,431 -5%
IWM
118
IHT Wealth Management
Illinois
$12.7M +$14M +124,266 New
CG
119
Cutler Group
California
$12.4M +$7.42M +65,885 +119%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$12.2M +$3.66M +32,469 +37%
FLA
121
Financial Life Advisors
Texas
$12M -$2.23M -19,772 -14%
KFAA
122
Klaas Financial Asset Advisors
Illinois
$12M +$304K +2,697 +2%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$12M +$10.7M +94,767 +426%
CC
124
Centiva Capital
New York
$11.7M +$12.8M +113,304 +16,861%
PAS
125
Park Avenue Securities
New York
$10.8M +$3.66M +32,465 +44%

TLT Hedge Fund Activity: Q3 2022 in Review

733 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2022, worth a combined $17.8B — up 20% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new TLT positions and 91 closed out — a net gain of 43 holders — while 324 added to existing stakes and 205 trimmed.

The largest buyer was Bank of America, adding an estimated $606M. The largest seller was Deer Park Road Corp, cutting an estimated $118M.

  • 733 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2022, up from 697 in Q2 2022.
  • Funds reported $17.8B of iShares 20+ Year Treasury Bond ETF stock for Q3 2022, up 20% quarter-over-quarter.
  • 134 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2022 and 91 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2022 was Bank of America, an estimated $606M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2022 was Deer Park Road Corp, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2022.