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iShares 20+ Year Treasury Bond ETF

333 hedge funds and large institutions have $7.58B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

34% more call options, than puts

Call options by funds: $4.54B | Put options by funds: $3.39B

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

15% more capital invested

Capital invested by funds: $6.62B → $7.58B (+$962M)

5% more funds holding

Funds holding: 318333 (+15)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

10.26% less ownership

Funds ownership: 91.02%80.77% (-10%)

Holders
333
Holders Change
+15
Holders Change %
+4.72%
% of All Funds
8.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.77%
New
55
Increased
136
Reduced
109
Closed
36
Calls
$4.54B
Puts
$3.39B
Net Calls
+$1.15B
Net Calls Change
+$2.26B
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
151
National Planning Corporation
California
$2.19M -$60.2K -479 -3%
KF
152
Krilogy Financial
Missouri
$2.16M +$232K +1,843 +12%
UR
153
USCA RIA
Texas
$2.09M
BSWMG
154
Barrington Strategic Wealth Management Group
Illinois
$2.06M -$5.66K -45 -0.3%
CA
155
Cambridge Associates
Massachusetts
$1.94M
SWP
156
Stratos Wealth Partners
Ohio
$1.9M +$186K +1,477 +11%
CL
157
CSS LLC
Illinois
$1.81M
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$1.79M +$425K +3,381 +31%
ICA
159
Infrastructure Capital Advisors
New York
$1.75M +$1.51M +12,000 +600%
OC
160
Oppenheimer & Co
New York
$1.71M +$387K +3,081 +29%
NR
161
Newfound Research
Massachusetts
$1.68M +$1.68M +13,353 +9,404%
DWA
162
Dorsey Wright & Associates
California
$1.67M +$36.4K +290 +2%
CAMG
163
CWA Asset Management Group
Florida
$1.64M +$388K +3,088 +31%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$1.6M -$1.68M -13,334 -51%
SCA
165
Snowden Capital Advisors
New York
$1.55M +$128K +1,017 +9%
HFM
166
Harvest Fund Management
China
$1.53M +$1.18M +9,417 +329%
SC
167
Scotia Capital
Ontario, Canada
$1.52M -$60.7K -483 -4%
RFC
168
Regions Financial Corp
Alabama
$1.49M -$18.2K -145 -1%
LS
169
Lattice Strategies
Pennsylvania
$1.48M -$61.4K -489 -4%
BC
170
Brinker Capital
Pennsylvania
$1.47M -$237K -1,883 -14%
ACP
171
Aveo Capital Partners
Colorado
$1.46M +$41K +326 +3%
WP
172
WealthSource Partners
California
$1.42M +$75.8K +603 +6%
CA
173
Clearstead Advisors
Ohio
$1.4M +$39.3K +313 +3%
SFS
174
Sowell Financial Services
Arkansas
$1.35M +$36.9K +294 +3%
SHIM
175
Stone House Investment Management
Pennsylvania
$1.32M +$158K +1,261 +13%

TLT Hedge Fund Activity: Q3 2017 in Review

333 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2017, worth a combined $7.58B — up 15% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 36 closed out — a net gain of 19 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $596M. The largest seller was Citigroup, cutting an estimated $387M.

  • 333 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2017, up from 318 in Q2 2017.
  • Funds reported $7.58B of iShares 20+ Year Treasury Bond ETF stock for Q3 2017, up 15% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2017 and 36 closed out, a net change of +19 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $596M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2017 was Citigroup, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2017.