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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$18.7M -$417K -4,404 -2%
CI
127
Conning Inc
Connecticut
$18.3M
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$18.3M -$306M -3,233,179 -94%
MSR
129
Main Street Research
Connecticut
$18.2M +$281K +2,975 +2%
Mariner
130
Mariner
Kansas
$18.1M -$6.68M -70,608 -27%
HGWM
131
Horst & Graben Wealth Management
Oregon
$18M -$2.21M -23,388 -11%
JSW
132
Journey Strategic Wealth
New Jersey
$17.9M -$974K -10,300 -5%
CW
133
CreativeOne Wealth
Kansas
$17.7M +$6.56M +69,345 +59%
TC
134
TownSquare Capital
Utah
$17.6M -$12.2M -128,901 -41%
SAI
135
Systematic Alpha Investments
New Jersey
$17.4M
MWM
136
MY Wealth Management
Maryland
$16.8M -$877K -9,276 -5%
PFS
137
Prospera Financial Services
Texas
$16.8M +$36.7K +388 +0.2%
IWC
138
Integrated Wealth Concepts
Massachusetts
$16.8M -$525K -5,547 -3%
AF
139
Allworth Financial
California
$16.7M +$11.1M +117,355 +198%
EWA
140
Exencial Wealth Advisors
Oklahoma
$16.7M +$104K +1,100 +0.6%
OPCM
141
Osborne Partners Capital Management
California
$16.6M +$1.07M +11,325 +7%
MAG
142
Members Advisory Group
New York
$16.5M +$186K +1,971 +1%
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$16.5M -$37.4M -395,819 -69%
IMC Chicago
144
IMC Chicago
Illinois
$16.3M -$51.2M -541,848 -76%
JF
145
Jump Financial
Illinois
$16.1M -$8.82M -93,275 -35%
PA
146
Procyon Advisors
Connecticut
$15.5M +$12.1M +127,887 +359%
AFS
147
AFG Fiduciary Services
Massachusetts
$15.1M +$7.99M +84,449 +106%
SI
148
Stephens Inc
Arkansas
$15M +$1.27M +13,452 +9%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$15M +$11.5M +121,233 +329%
SPIA
150
Steward Partners Investment Advisory
New York
$14.7M +$2.8M +29,653 +24%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.