We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
126
United Asset Strategies
New York
$4.09M -$2.12M -17,753 -35%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$4.02M +$2.98M +24,921 +309%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$3.99M +$2.4M +20,073 +158%
IA
129
IFP Advisors
Florida
$3.94M +$1.04M +8,688 +37%
AF
130
Alerus Financial
North Dakota
$3.89M -$1.79K -15 -0%
FI
131
FormulaFolio Investments
Michigan
$3.73M +$310K +2,595 +9%
FFM
132
Fullerton Fund Management
Singapore
$3.71M -$610K -5,100 -14%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$3.65M -$219K -1,829 -6%
William Blair & Company
134
William Blair & Company
Illinois
$3.38M +$863K +7,218 +35%
MCM
135
Makena Capital Management
California
$3.37M -$210K -1,756 -6%
CA
136
Clearstead Advisors
Ohio
$3.27M -$469K -3,920 -13%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$3.24M +$261K +2,181 +9%
Creative Planning
138
Creative Planning
Kansas
$3.08M -$5.62K -47 -0.2%
EP
139
Edgestream Partners
New Jersey
$3.07M -$524K -4,383 -15%
ASN
140
Advisory Services Network
Georgia
$3.02M +$1.91M +15,979 +171%
CAN
141
Cetera Advisor Networks
California
$2.96M -$1.08K -9 -0%
SAM
142
SignalPoint Asset Management
Missouri
$2.82M +$11.5K +96 +0.4%
KF
143
Krilogy Financial
Missouri
$2.76M +$75.4K +630 +3%
RVM
144
Robinson Value Management
Texas
$2.72M +$2.32M +19,430 +667%
LG
145
Leuthold Group
Minnesota
$2.71M +$445K +3,724 +20%
SWMG
146
Signature Wealth Management Group
Georgia
$2.71M +$13.6K +114 +0.5%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$2.7M -$172K -1,439 -6%
TSS
148
Two Sigma Securities
New York
$2.58M +$2.54M +21,221 New
RPG
149
Risk Paradigm Group
Texas
$2.54M +$231K +1,932 +10%
SGI
150
Swan Global Investments
Colorado
$2.48M

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.