TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

657 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 253 increasing their positions, 196 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.4%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.08%
New
132
Increased
253
Reduced
196
Closed
133
Calls
$6.51B
Puts
$6.24B
Net Calls
+$273M
Net Calls Change
+$4.45B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.51B
2
Citadel Advisors
2
Citadel Advisors
Florida
$416M
3
UBS Group
3
UBS Group
Switzerland
$514M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$299M
5
DPRC
5
Deer Park Road Corp
Colorado
$188M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$50.4M
3
Barclays
3
Barclays
United Kingdom
$783M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$86M
5
AssetMark Inc
5
AssetMark Inc
California
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Scarborough Advisors
Maryland
$8.82M +$5.56M +42,093 +171%
CFC
127
Client First Capital
California
$8.74M +$8.74M +66,145 New
LHWM
128
Lake Hills Wealth Management
Texas
$8.43M +$7.61M +57,619 +928%
WCWM
129
Wooster Corthell Wealth Management
Connecticut
$8M +$232K +1,756 +3%
SWA
130
Stratos Wealth Advisors
Ohio
$7.94M +$1.48M +11,241 +23%
CAMG
131
CWA Asset Management Group
Florida
$7.93M +$3.45M +26,120 +77%
GEM
132
Global Endowment Management
North Carolina
$7.93M +$4.36M +32,990 +122%
HFS
133
Hantz Financial Services
Michigan
$7.84M +$7.83M +59,252 +42,936%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$7.79M -$59.7M -451,266 -88%
IWC
135
Integrated Wealth Concepts
Massachusetts
$7.64M -$12.2M -92,101 -61%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$7.61M +$4.26M +32,289 +128%
CA
137
CoreCap Advisors
Michigan
$7.57M -$13.6M -102,696 -64%
CA
138
Cambridge Associates
Massachusetts
$7.54M – – –
TC
139
Trilogy Capital
California
$7.43M +$7.43M +56,275 New
WP
140
WealthSource Partners
California
$7.33M +$4.21M +31,886 +135%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$7.33M +$5.17M +39,138 +240%
EGA
142
E&G Advisors
Texas
$7.31M -$58.1K -440 -0.8%
HWA
143
HCR Wealth Advisors
California
$7.19M +$7.19M +54,426 New
GIM
144
Goelzer Investment Management
Indiana
$7.09M +$549K +4,160 +8%
SG Americas Securities
145
SG Americas Securities
New York
$6.97M -$9.61M -72,748 -58%
EWM
146
Executive Wealth Management
Michigan
$6.92M +$3.39M +25,630 +96%
Nomura Asset Management
147
Nomura Asset Management
Japan
$6.73M -$201K -1,520 -3%
PAG
148
Private Advisor Group
New Jersey
$6.69M +$3.14M +23,757 +88%
PAS
149
Park Avenue Securities
New York
$6.59M +$987K +7,474 +18%
HT
150
HAP Trading
New York
$6.59M +$6.59M +49,861 New
4 5
6
7 8