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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
126
Fund Evaluation Group
Ohio
$7.38M +$172K +1,412 +2%
CA
127
Commerzbank Aktiengesellschaft
Germany
$7.34M -$14.9M -122,662 -68%
FLA
128
Financial Life Advisors
Texas
$7.12M +$882K +7,249 +15%
ECM
129
ETrade Capital Management
Virginia
$6.98M -$551K -4,530 -8%
ELI
130
Empire Life Investments
Ontario, Canada
$6.88M +$6.62M +54,405 New
RIM
131
Rampart Investment Management
Connecticut
$6.88M -$1.1M -9,069 -14%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$6.73M +$1.15M +9,489 +22%
PCP
133
Proficio Capital Partners
Massachusetts
$6.58M -$221K -1,815 -3%
AUB
134
Atlantic Union Bankshares
Virginia
$6.41M -$2.17M -17,828 -26%
CI Investments Inc
135
CI Investments Inc
Ontario, Canada
$6.37M -$1.03M -8,500 -14%
Marshall Wace
136
Marshall Wace
United Kingdom
$6.28M -$3.6M -29,577 -37%
FAIM
137
Financial Advocates Investment Management
Washington
$6.18M +$2.89M +23,784 +95%
JCM
138
Jacobi Capital Management
Pennsylvania
$6.16M +$5.92M +48,684 New
PC
139
Premise Capital
Illinois
$6.14M +$5.92M +48,717 +180,433%
DWM
140
Darwin Wealth Management
Florida
$6.08M +$5.85M +48,073 New
CC
141
Cedar Capital
Illinois
$5.91M +$5.68M +46,700 New
BFG
142
Barber Financial Group
Kansas
$5.68M +$5.46M +44,891 New
Q
143
QVR
California
$5.56M +$1.1M +9,035 +26%
GAM
144
Gould Asset Management
California
$5.53M +$337K +2,773 +7%
NA
145
NewEdge Advisors
Louisiana
$5.39M -$485K -3,988 -9%
RSWM
146
Robertson Stephens Wealth Management
California
$5.36M +$1.94M +15,938 +60%
FCT
147
Family Capital Trust
Massachusetts
$5.18M +$33.8K +278 +0.7%
Allianz Asset Management
148
Allianz Asset Management
Germany
$5.06M -$915K -7,527 -16%
CCM
149
Cobalt Capital Management
New Jersey
$5.06M
IFAM
150
Institutional & Family Asset Management
Colorado
$5.01M -$178K -1,466 -4%

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.