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iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
151
Tuttle Capital Management
Connecticut
$2.4M +$1.91M +15,920 +399%
BCI
152
Brinker Capital Investments
Pennsylvania
$2.35M +$540K +4,500 +30%
EDRH
153
Edmond de Rothschild Holding
Switzerland
$2.25M +$514K +4,281 +30%
RVM
154
Robinson Value Management
Texas
$2.23M -$16.8K -140 -0.8%
BFEC
155
Benjamin F. Edwards & Company
Missouri
$2.2M -$7.11M -59,267 -76%
CWM
156
Concert Wealth Management
California
$2.2M -$19.4K -162 -0.9%
PAG
157
Private Advisor Group
New Jersey
$2.15M -$4.23M -35,231 -67%
BSWMG
158
Barrington Strategic Wealth Management Group
Illinois
$2.07M +$224K +1,870 +12%
NPC
159
National Planning Corporation
California
$2.06M -$33.5K -279 -2%
SCA
160
Salient Capital Advisors
Texas
$2M
Two Sigma Investments
161
Two Sigma Investments
New York
$1.99M +$1.98M +16,483 New
DT
162
Diversified Trust
Tennessee
$1.98M +$1.66M +13,835 +539%
VEA
163
Virtus ETF Advisers
New York
$1.97M +$1.96M +16,304 New
KF
164
Krilogy Financial
Missouri
$1.94M
BC
165
Brinker Capital
Pennsylvania
$1.92M -$458K -3,815 -19%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$1.92M -$8.16K -68 -0.4%
CA
167
Cambridge Associates
Massachusetts
$1.87M
JG
168
Jefferies Group
New York
$1.75M -$828K -6,901 -32%
CL
169
CSS LLC
Illinois
$1.75M
EB
170
Eastern Bank
Massachusetts
$1.74M +$36.2K +302 +2%
ACM
171
AUA Capital Management
Pennsylvania
$1.69M -$5.21M -43,385 -76%
SWP
172
Stratos Wealth Partners
Ohio
$1.69M -$337K -2,807 -17%
VWA
173
V Wealth Advisors
Kansas
$1.67M -$14.3K -119 -0.9%
PMAM
174
Picton Mahoney Asset Management
Ontario, Canada
$1.65M +$816K +6,800 +99%
RIA
175
Regal Investment Advisors
Michigan
$1.65M +$1.41M +11,747 +608%

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.