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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
126
Fifth Third Securities
Ohio
$14.2M +$12.7M +121,716 +1,025%
PWM
127
Palumbo Wealth Management
New York
$14.2M +$544K +5,198 +4%
TFA
128
Transamerica Financial Advisors
Florida
$14.1M -$2.44M -23,354 -15%
PAS
129
Park Avenue Securities
New York
$13.5M +$1.57M +15,025 +13%
GG
130
GenWealth Group
New Jersey
$13.3M +$13.1M +125,235 New
GSC
131
Ground Swell Capital
South Carolina
$13.3M +$8.12M +77,579 +164%
KPWS
132
Kestra Private Wealth Services
Texas
$13.3M +$4.19M +40,081 +47%
KAS
133
Kestra Advisory Services
Texas
$12.6M -$3.46M -33,101 -22%
JIR
134
James Investment Research
Ohio
$12.5M +$3.76M +35,953 +44%
FIB
135
First Interstate Bank
Montana
$12.4M +$1.13M +10,762 +10%
CA
136
Cetera Advisors
Colorado
$12.2M +$1.68M +16,047 +16%
KA
137
Kerrisdale Advisers
Florida
$11.7M +$11.5M +110,300 New
CF
138
Cantor Fitzgerald
New York
$11.6M +$11.4M +108,672 New
AWAU
139
Alliance Wealth Advisors (Utah)
Utah
$11.5M +$317K +3,033 +3%
NA
140
NewEdge Advisors
Louisiana
$11.5M +$1.48M +14,169 +15%
AWM
141
Axxcess Wealth Management
California
$11.3M +$8.96M +85,595 +415%
BFG
142
Berger Financial Group
Minnesota
$11.3M +$1.29M +12,323 +13%
RCI
143
RS Crum Inc
California
$11.2M +$955K +9,128 +10%
SWP
144
Stratos Wealth Partners
Ohio
$11M +$8.86M +84,669 +445%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.8M +$1.69M +16,180 +19%
SMFG
146
Sumitomo Mitsui Financial Group
Japan
$10.7M +$7.13M +68,154 +208%
PP
147
Paloma Partners
Connecticut
$10.6M +$1.52M +14,492 +17%
BCP
148
Blue Chip Partners
Michigan
$10.4M -$2.55M -24,378 -20%
TA
149
TCM Advisors
West Virginia
$10.3M
GIM
150
Goelzer Investment Management
Indiana
$10.3M +$856K +8,184 +9%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.