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iShares 20+ Year Treasury Bond ETF

659 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, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Scarborough Advisors
Maryland
$8.82M +$5.81M +42,093 +171%
CFC
127
Client First Capital
California
$8.74M +$9.12M +66,145 New
LHWM
128
Lake Hills Wealth Management
Texas
$8.43M +$7.95M +57,619 +928%
WCWM
129
Wooster Corthell Wealth Management
Connecticut
$8M +$242K +1,756 +3%
SWA
130
Stratos Wealth Advisors
Ohio
$7.94M +$1.55M +11,241 +23%
CAMG
131
CWA Asset Management Group
Florida
$7.92M +$3.6M +26,120 +77%
GEM
132
Global Endowment Management
North Carolina
$7.92M +$4.55M +32,990 +122%
HFS
133
Hantz Financial Services
Michigan
$7.84M +$8.17M +59,252 +42,936%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$7.79M -$62.2M -451,266 -88%
IWC
135
Integrated Wealth Concepts
Massachusetts
$7.64M -$12.7M -92,101 -61%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$7.61M +$4.45M +32,289 +128%
CA
137
CoreCap Advisors
Michigan
$7.57M -$14.2M -102,696 -64%
CA
138
Cambridge Associates
Massachusetts
$7.54M
TC
139
Trilogy Capital
California
$7.43M +$7.76M +56,275 New
WP
140
WealthSource Partners
California
$7.33M +$4.4M +31,886 +135%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$7.33M +$5.4M +39,138 +240%
EGA
142
E&G Advisors
Texas
$7.31M -$60.7K -440 -0.8%
HWA
143
HCR Wealth Advisors
California
$7.19M +$7.51M +54,426 New
GIM
144
Goelzer Investment Management
Indiana
$7.09M +$574K +4,160 +8%
SG Americas Securities
145
SG Americas Securities
New York
$6.97M -$10M -72,748 -58%
EWM
146
Executive Wealth Management
Michigan
$6.92M +$3.54M +25,630 +96%
Nomura Asset Management
147
Nomura Asset Management
Japan
$6.73M -$210K -1,520 -3%
PAG
148
Private Advisor Group
New Jersey
$6.69M +$3.28M +23,757 +88%
PAS
149
Park Avenue Securities
New York
$6.59M +$1.03M +7,474 +18%
HT
150
HAP Trading
New York
$6.59M +$6.88M +49,861 New

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.