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iShares 20+ Year Treasury Bond ETF
TLT

181 hedge funds and large institutions have $4.73B invested in iShares 20+ Year Treasury Bond ETF in 2013 Q2 according to their latest regulatory filings, with 181 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

110.88% more ownership

Funds ownership: 0% → 110.88% (+111%)

19% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $2.38B

Holders
181
Holders Change
+181
Holders Change %
–
% of All Funds
5.91%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.69%
New
181
Increased
–
Reduced
–
Closed
–
Calls
$1.93B
Puts
$2.38B
Net Calls
-$446M
Net Calls Change
-$446M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
151
Mariner
Kansas
$221K +$235K +1,998 New
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$221K +$235K +2,000 New
NES
153
New England Securities
New York
$189K +$201K +1,712 New
Creative Planning
154
Creative Planning
Kansas
$175K +$186K +1,584 New
VIA
155
Virtus Investment Advisers
Connecticut
$169K +$180K +1,530 New
PAS
156
Partnervest Advisory Services
California
$143K +$153K +1,302 New
QBFM
157
QS Batterymarch Financial Management
New York
$138K +$146K +1,244 New
HNB
158
Huntington National Bank
Ohio
$134K – – –
WRM
159
Westport Resources Management
Connecticut
$89K +$95.1K +810 New
WA
160
WFG Advisors
Texas
$87K +$92.3K +786 New
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$60K +$64K +545 New
SSG
162
Summit Securities Group
New York
$55K +$58.7K +500 New
LFG
163
LifePlan Financial Group
Ohio
$46K +$49.2K +419 New
1IC
164
1919 Investment Counsel
Maryland
$34K +$35.2K +300 New
LFR
165
Lehman Financial Resources
Pennsylvania
$33K +$34.7K +295 New
EWM
166
Edge Wealth Management
New York
$33K +$35.2K +300 New
LTI
167
Laffer Tengler Investments
Tennessee
$26K +$27.6K +235 New
AA
168
AlphaMark Advisors
Kentucky
$24K +$25K +213 New
CCM
169
Chilton Capital Management
Texas
$23K +$24.1K +205 New
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$23K +$24.4M +207,975 New
M&T Bank
171
M&T Bank
New York
$22K +$23.3K +198 New
RIA
172
Regal Investment Advisors
Michigan
$20K +$21K +179 New
ECM
173
ETrade Capital Management
Virginia
$18K +$19.3K +164 New
OWP
174
Obermeyer Wealth Partners
Colorado
$17K +$18K +153 New
CPA
175
Cowen Prime Advisors
New York
$13K +$13.7K +117 New
4 5 6
7
8

TLT Hedge Fund Activity: Q2 2013 in Review

181 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2013, worth a combined $4.73B.

Buyers outnumbered sellers: 181 funds opened new TLT positions and 0 closed out — a net gain of 181 holders — while 0 added to existing stakes and 0 trimmed.

  • 181 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.73B of iShares 20+ Year Treasury Bond ETF stock for Q2 2013.
  • 181 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2013 and 0 closed out, a net change of +181 holders.

Based on aggregated 13F filings for Q2 2013.