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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$27.1M +$11.8M +124,246 +77%
LGA
102
Lebenthal Global Advisors
New York
$26.8M +$6.08M +64,235 +29%
KF
103
Krilogy Financial
Missouri
$26.8M +$16.1M +170,238 +151%
CF
104
Centaurus Financial
California
$26.3M -$1.05M -11,064 -4%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$25.7M +$1.03M +10,849 +4%
KAS
106
Kestra Advisory Services
Texas
$24.5M -$321K -3,395 -1%
TWC
107
TD Waterhouse Canada
Ontario, Canada
$24.4M -$2.37M -25,090 -10%
NA
108
NewEdge Advisors
Louisiana
$23.7M -$6.85M -72,395 -22%
CIA
109
Concurrent Investment Advisors
Florida
$23.6M +$11.3M +119,390 +92%
GAM
110
Gould Asset Management
California
$23.2M +$827K +8,740 +4%
NHFG
111
New Harbor Financial Group
Massachusetts
$22.7M -$498K -5,261 -2%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$21.9M +$17.6M +186,381 +414%
RCI
113
RS Crum Inc
California
$21.6M +$540K +5,709 +3%
KPWS
114
Kestra Private Wealth Services
Texas
$21.5M +$1.2M +12,695 +6%
SWP
115
Stratos Wealth Partners
Ohio
$21.4M +$3.41M +36,091 +19%
Fisher Asset Management
116
Fisher Asset Management
Washington
$21.3M -$569K -6,011 -3%
SMFG
117
Sumitomo Mitsui Financial Group
Japan
$21.3M -$1.46M -15,404 -6%
AWM
118
Affinity Wealth Management
Delaware
$21.1M +$406K +4,292 +2%
OMC
119
Old Mission Capital
Illinois
$20.3M +$13.2M +139,774 +187%
AAM
120
American Asset Management
Florida
$20.1M -$3.59K -38 -0%
ODIJL
121
One Day In July LLC
Vermont
$19.9M -$9.29M -98,251 -32%
Comerica Bank
122
Comerica Bank
Texas
$19.9M +$1.5M +15,825 +8%
IWS
123
Insight Wealth Strategies
California
$19.6M +$783K +8,278 +4%
JC
124
JB Capital
Connecticut
$18.8M -$2.97M -31,443 -14%
GCM
125
Granby Capital Management
Florida
$18.7M +$5.49M +58,000 +41%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.