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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
MFT
1226
Moisand Fitzgerald Tamayo
Florida
-$10.5K -106 Closed
GTAM
1227
Global Trust Asset Management
Florida
-$9.89K -100 Closed
PIS
1228
POM Investment Strategies
North Carolina
-$8.8K -89 Closed
MSWM
1229
McGlone Suttner Wealth Management
Wisconsin
-$7.16K -72 Closed
AA
1230
Addison Advisors
Vermont
-$6.13K -62 Closed
ODG
1231
O'Dell Group
Ohio
-$5.59K -57 Closed
AFS
1232
Annapolis Financial Services
Maryland
-$5.34K -54 Closed
SWS
1233
SYSTM Wealth Solutions
Illinois
-$3.66K -37 Closed
NFA
1234
Northwest Financial Advisors
Virginia
-$3.56K -36 Closed
TF
1235
Tompkins Financial
New York
-$3.16K -32 Closed
TFG
1236
Team Financial Group
California
-$2.77K -28 Closed
PFM
1237
Phillips Financial Management
Indiana
-$1.98K -20 Closed
CCM
1238
Chilton Capital Management
Texas
-$1.78K -18 Closed
CAM
1239
Chesapeake Asset Management
New York
-$1.48K -15 Closed
AT
1240
Arlington Trust
Alabama
-$1.09K -11 Closed
YAL
1241
Your Advocates Ltd
Texas
-$890 -9 Closed
PO
1242
Private Ocean
California
-$396 -4 Closed
RFS
1243
Richardson Financial Services
Massachusetts
-$396 -4 Closed
RIM
1244
Rockbridge Investment Management
New York
-$198 -2 Closed
EBA
1245
Eagle Bay Advisors
New York
-$99 -1 Closed
ADL
1246
Asset Dedication LLC
California
+$95 +1 New
C
1247
Covestor
United Kingdom
+$2.46K +26 New

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.