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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CMH Wealth Management
New Hampshire
$8.14M -$53.3K -359 -0.6%
EGA
127
E&G Advisors
Texas
$8.12M +$8.35M +56,257 New
IMC Chicago
128
IMC Chicago
Illinois
$7.75M +$7.97M +53,686 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$7.7M -$3.1M -20,873 -28%
PAG
130
Private Advisor Group
New Jersey
$7.33M +$2.9M +19,530 +62%
OR
131
Olympiad Research
Connecticut
$6.83M +$4.16M +27,998 +145%
I
132
INVST
Indiana
$6.77M -$5.55M -37,369 -44%
NA
133
NewEdge Advisors
Louisiana
$6.69M +$189K +1,275 +3%
SFP
134
Shepherd Financial Partners
Massachusetts
$6.62M -$5.64M -38,006 -45%
AWA
135
Arete Wealth Advisors
Illinois
$6.53M +$6M +40,395 +893%
FTS
136
Fifth Third Securities
Ohio
$6.46M +$6.64M +44,730 New
GIM
137
Goelzer Investment Management
Indiana
$6.37M +$1.84M +12,396 +39%
AIA
138
Arrow Investment Advisors
Maryland
$6.28M -$453K -3,050 -7%
5L
139
55I LLC
Massachusetts
$6.24M +$3.57M +24,051 +125%
CAN
140
Cetera Advisor Networks
California
$6.07M +$2.67M +17,983 +75%
First Trust Advisors
141
First Trust Advisors
Illinois
$6.06M +$190K +1,281 +3%
SFA
142
Source Financial Advisors
New York
$5.91M +$137K +923 +2%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$5.89M +$4.01M +27,017 +196%
Marshall Wace
144
Marshall Wace
United Kingdom
$5.88M -$9.8M -65,999 -62%
RG
145
Retirement Group
California
$5.83M +$5.89M +39,694 +5,646%
WJA
146
Willis Johnson & Associates
Texas
$5.51M +$277K +1,866 +5%
WQ
147
Wealth Quarterback
New Jersey
$5.46M +$1.15M +7,737 +26%
LPT
148
Legacy Private Trust
Wisconsin
$5.39M +$23K +155 +0.4%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$5.35M -$1.85M -12,469 -25%
FVWA
150
Foster Victor Wealth Advisors
South Carolina
$5.33M +$113K +764 +2%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.