We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Colony Group
Massachusetts
$8.55M +$1.35M +9,188 +112%
HHAM
127
HITE Hedge Asset Management
Massachusetts
$8.47M +$8.42M +57,155 New
CA
128
Cambridge Associates
Massachusetts
$8.46M
MIM
129
Miller Investment Management
Pennsylvania
$8.42M +$8.37M +56,793 New
IFA
130
Interactive Financial Advisors
Illinois
$8.4M +$4.07M +27,612 +95%
LF
131
Lee Financial
Texas
$8.4M -$895K -6,071 -10%
TI
132
Tidal Investments
Wisconsin
$8.34M +$5.64M +38,272 +212%
HIM
133
Hanlon Investment Management
New Jersey
$8.33M -$522K -3,542 -6%
EGA
134
E&G Advisors
Texas
$8.27M -$68.5K -465 -0.8%
5L
135
55I LLC
Massachusetts
$8.05M +$1.64M +11,124 +26%
FCM
136
Fourpath Capital Management
Oklahoma
$7.93M +$7.89M +53,545 New
Millennium Management
137
Millennium Management
New York
$7.8M -$18.1M -122,741 -70%
Nomura Asset Management
138
Nomura Asset Management
Japan
$7.78M -$6.07M -41,200 -44%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$7.77M -$1.83M -12,431 -19%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$7.69M -$212K -1,440 -3%
CWM
141
CMH Wealth Management
New Hampshire
$7.51M -$844K -5,724 -10%
GIM
142
Goelzer Investment Management
Indiana
$7.34M +$796K +5,400 +12%
SWA
143
Stratos Wealth Advisors
Ohio
$7.24M +$4.87M +33,039 +209%
Verition Fund Management
144
Verition Fund Management
Connecticut
$6.98M +$5.89M +39,951 +558%
SFP
145
Shepherd Financial Partners
Massachusetts
$6.71M -$80.6K -547 -1%
SAM
146
Synergy Asset Management
Washington
$6.7M +$6.66M +45,209 New
WJA
147
Willis Johnson & Associates
Texas
$6.56M +$893K +6,056 +16%
I
148
INVST
Indiana
$6.5M +$97.4K +661 +1%
BMCM
149
Burns Matteson Capital Management
New York
$6.29M +$1.06M +7,177 +20%
PAS
150
Park Avenue Securities
New York
$6.29M +$940K +6,375 +18%