iShares 20+ Year Treasury Bond ETF
246 hedge funds and large institutions have $7.08B invested in iShares 20+ Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 40 closing their positions.
95% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 40
31% more funds holding in top 10
Funds holding in top 10: 26 → 34 (+8)
16% more funds holding
Funds holding: 212 → 246 (+34)
6% more capital invested
Capital invested by funds: $6.65B → $7.08B (+$430M)
4% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 76
29.81% less ownership
Funds ownership: 131.21% → 101.4% (-30%)
38% less call options, than puts
Call options by funds: $1.28B | Put options by funds: $2.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$274M |
| 2 |
PC
Passport Capital
San Francisco,
California
|
+$209M |
| 3 |
Morgan Stanley
New York
|
+$146M |
| 4 |
QI
QS Investors
New York
|
+$92.3M |
| 5 |
Goldman Sachs
New York
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSU
Mizuho Securities USA
New York
|
-$255M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$178M |
| 3 |
Citigroup
New York
|
-$173M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$106M |
| 5 |
SG Americas Securities
New York
|
-$92.3M |
TLT Hedge Fund Activity: Q4 2014 in Review
246 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2014, worth a combined $7.08B — up 6.5% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new TLT positions and 40 closed out — a net gain of 38 holders — while 79 added to existing stakes and 76 trimmed.
The largest buyer was Bank of America, adding an estimated $274M. The largest seller was Mizuho Securities USA, cutting an estimated $255M.
- 246 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2014, up from 212 in Q3 2014.
- Funds reported $7.08B of iShares 20+ Year Treasury Bond ETF stock for Q4 2014, up 6.5% quarter-over-quarter.
- 78 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2014 and 40 closed out, a net change of +38 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2014 was Bank of America, an estimated $274M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2014 was Mizuho Securities USA, an estimated $255M sold.
Based on aggregated 13F filings for Q4 2014.