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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Horizon Investments
North Carolina
$9.14M +$3.09M +22,166 +49%
Walleye Trading
127
Walleye Trading
New York
$8.96M +$9.2M +66,081 +98,628%
MD
128
Money Design
Japan
$8.72M +$2.44M +17,518 +38%
SC
129
Sepio Capital
Utah
$8.23M +$8.46M +60,748 New
HFM
130
Harvest Fund Management
China
$8.18M +$6.31M +45,311 +896%
FLA
131
Financial Life Advisors
Texas
$8.15M +$197K +1,416 +2%
MWM
132
Moulton Wealth Management
Washington
$8.15M +$8.15M +58,571 New
DAS
133
Dynamic Advisor Solutions
Arizona
$7.84M +$103K +738 +1%
HW
134
Hancock Whitney
Mississippi
$7.45M -$2M -14,376 -21%
LPT
135
Legacy Private Trust
Wisconsin
$7.37M +$2.81M +20,181 +59%
AFWM
136
AMJ Financial Wealth Management
Virginia
$7.34M +$7.54M +54,194 New
CA
137
Cetera Advisors
Colorado
$7.31M -$7.57M -54,380 -50%
CIM
138
Cambria Investment Management
California
$7.28M -$4.65M -33,430 -38%
AI
139
ArchPoint Investors
Florida
$7.24M +$7.44M +53,432 New
I
140
INVST
Indiana
$7.13M +$2.69M +19,338 +58%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$7.12M -$517K -3,712 -7%
HC
142
Hourglass Capital
Texas
$7.04M
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$6.81M +$690K +4,954 +11%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$6.75M +$5.27M +37,841 +315%
PCP
145
Proficio Capital Partners
Massachusetts
$6.67M +$310K +2,229 +5%
AUB
146
Atlantic Union Bankshares
Virginia
$6.62M +$56.4K +405 +0.8%
KCM
147
Karp Capital Management
California
$6.56M -$109K -785 -2%
ICM
148
III Capital Management
Florida
$6.43M
PGEBT
149
Pactiv General Employee Benefit Trust
Illinois
$6.37M +$6.54M +47,000 New
BCI
150
Brinker Capital Investments
Pennsylvania
$6.25M -$33.7K -242 -0.5%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.