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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Merriman Wealth Management
Washington
$8.03M +$7.25M +48,658 New
SPC
127
Sigma Planning Corp
Michigan
$7.82M +$2.91M +19,556 +70%
PCP
128
Proficio Capital Partners
Massachusetts
$7.73M -$523K -3,509 -7%
HFM
129
Harvest Fund Management
China
$7.61M +$1.48M +9,948 +20%
CIM
130
Cambria Investment Management
California
$7.4M -$1.32M -8,873 -17%
LWPC
131
Legacy Wealth Partners (California)
California
$7.37M +$2.29M +15,350 +52%
KPW
132
Kore Private Wealth
New York
$7.37M +$6.66M +44,679 New
Baird Financial Group
133
Baird Financial Group
Wisconsin
$7.37M +$686K +4,602 +11%
COI
134
Connable Office Inc
Michigan
$7.37M +$6.66M +44,658 New
FI
135
FormulaFolio Investments
Michigan
$7.21M -$9.9M -66,400 -60%
NFG
136
Next Financial Group
Texas
$7.11M +$1.09M +7,305 +20%
IA
137
IFP Advisors
Florida
$6.91M -$387K -2,599 -6%
DWM
138
Darwin Wealth Management
Florida
$6.87M +$33.1K +222 +0.5%
FAAS
139
First Allied Advisory Services
California
$6.66M -$4.78M -32,094 -44%
Millennium Management
140
Millennium Management
New York
$6.64M -$7.81M -52,409 -57%
IFA
141
Interactive Financial Advisors
Illinois
$6.63M +$2.69M +18,073 +82%
FCT
142
Family Capital Trust
Massachusetts
$6.5M +$21.6K +145 +0.3%
WCWM
143
Wooster Corthell Wealth Management
Connecticut
$6.28M +$5.67M +38,069 New
Simplex Trading
144
Simplex Trading
Illinois
$6.25M -$44.7M -299,845 -89%
IFAM
145
Institutional & Family Asset Management
Colorado
$6.04M -$112K -751 -2%
CAC
146
Core Alternative Capital
Georgia
$5.99M +$5.41M +36,299 New
CWM
147
Connecticut Wealth Management
Connecticut
$5.93M -$149K -997 -3%
PC
148
Premise Capital
Illinois
$5.76M +$50.1K +336 +1%
FTIOP
149
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.73M +$5.18M +34,760 New
MWM
150
Moulton Wealth Management
Washington
$5.72M -$3.57M -23,956 -41%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.