We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Sinecera Capital
Texas
$20.3M -$99.3K -949 -0.5%
Fisher Asset Management
102
Fisher Asset Management
Washington
$19.7M -$11.6M -110,590 -37%
Optiver Holding
103
Optiver Holding
Netherlands
$19.7M +$19.3M +184,742 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$12.2M +117,075 +174%
GAM
105
Gould Asset Management
California
$19.6M +$8.41M +80,340 +78%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$19.4M +$2.41M +23,060 +14%
Renaissance Technologies
107
Renaissance Technologies
New York
$19M -$95.3M -910,500 -84%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$18.1M +$653K +6,245 +4%
Mariner
109
Mariner
Kansas
$18M +$15M +143,779 +568%
CI
110
CX Institutional
Indiana
$17.9M +$17.5M +167,624 New
TI
111
TTP Investments
California
$17.5M +$8.55M +81,735 +99%
PWS
112
Paragon Wealth Strategies
Florida
$16.9M +$206K +1,973 +1%
MAG
113
Members Advisory Group
New York
$16.1M +$242K +2,315 +2%
FNC
114
First National Corp
Massachusetts
$16M -$13.3M -127,486 -46%
IWM
115
IHT Wealth Management
Illinois
$15.9M +$3.28M +31,370 +26%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$15.9M +$178K +1,700 +1%
EWA
117
Exencial Wealth Advisors
Oklahoma
$15.9M +$6.38K +61 +0%
JSW
118
Journey Strategic Wealth
New Jersey
$15.4M +$9.58M +91,557 +173%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$15.2M -$1.34M -12,801 -8%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$15.2M +$9.58M +91,589 +178%
AWS
121
Atria Wealth Solutions
New York
$15.1M -$2.56M -24,469 -15%
Wolverine Trading
122
Wolverine Trading
Illinois
$14.9M -$9.21M -87,997 -38%
FHA
123
First Horizon Advisors
Tennessee
$14.8M -$19.9K -190 -0.1%
Amundi
124
Amundi
France
$14.7M +$7.93M +75,800 +126%
MAM
125
Meeder Asset Management
Ohio
$14.7M +$14.4M +137,947 New

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.