iShares 20+ Year Treasury Bond ETF
246 hedge funds and large institutions have $4.51B invested in iShares 20+ Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 63 closing their positions.
25.9% more ownership
Funds ownership: 83% → 108.9% (+26%)
4% more call options, than puts
Call options by funds: $2.71B | Put options by funds: $2.61B
8% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 91
8% less funds holding
Funds holding: 266 → 246 (-20)
15% less capital invested
Capital invested by funds: $5.34B → $4.51B (-$825M)
27% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 63
42% less funds holding in top 10
Funds holding in top 10: 33 → 19 (-14)
Top Buyers
| 1 |
Citigroup
New York
|
+$533M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$92.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$62.9M |
| 4 |
SG Americas Securities
New York
|
+$33.8M |
| 5 |
Barclays
London,
United Kingdom
|
+$33.7M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$249M |
| 2 |
Morgan Stanley
New York
|
-$128M |
| 3 |
Goldman Sachs
New York
|
-$120M |
| 4 |
DRS
Deane Retirement Strategies
New Orleans,
Louisiana
|
-$107M |
| 5 |
AAM
American Asset Management
Boca Raton,
Florida
|
-$103M |
TLT Hedge Fund Activity: Q2 2015 in Review
246 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2015, worth a combined $4.51B — down 15% from $5.34B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of TLT and 46 opened new positions — a net loss of 17 holders — while 91 trimmed existing stakes and 84 added.
The largest buyer was Citigroup, adding an estimated $533M. The largest seller was JP Morgan Chase, cutting an estimated $249M.
- 246 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2015, down from 266 in Q1 2015.
- Funds reported $4.51B of iShares 20+ Year Treasury Bond ETF stock for Q2 2015, down 15% quarter-over-quarter.
- 46 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2015 and 63 closed out, a net change of -17 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2015 was Citigroup, an estimated $533M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2015 was JP Morgan Chase, an estimated $249M sold.
Based on aggregated 13F filings for Q2 2015.