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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
151
Pictet Asset Management (UK)
United Kingdom
$2.42M
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$2.33M +$416K +3,475 +22%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$2.33M -$32M -267,328 -93%
LWM
154
Lenox Wealth Management
Ohio
$2.23M -$210K -1,757 -9%
PAG
155
Private Advisor Group
New Jersey
$2.2M +$1.67M +14,000 +337%
UBS AM
156
UBS AM
Illinois
$2.17M -$12.3K -103 -0.6%
CA
157
Cambridge Associates
Massachusetts
$2.17M -$8.73K -73 -0.4%
FGAM
158
Financial Gravity Asset Management
Texas
$2.15M +$874K +7,303 +69%
SPIA
159
Steward Partners Investment Advisory
New York
$2.14M +$310K +2,590 +17%
BAS
160
Brown Advisory Securities
Maryland
$2.12M -$273K -2,279 -12%
CF
161
Centaurus Financial
California
$2.1M +$156K +1,306 +8%
PMAM
162
Picton Mahoney Asset Management
Ontario, Canada
$2.07M
SHIM
163
Stone House Investment Management
Pennsylvania
$2M +$649K +5,425 +49%
HighTower Advisors
164
HighTower Advisors
Illinois
$1.96M -$168K -1,401 -8%
CPP
165
Crow Point Partners
Massachusetts
$1.86M -$102K -850 -5%
OC
166
Oppenheimer & Co
New York
$1.82M -$248K -2,076 -12%
BAM
167
Belpointe Asset Management
Nevada
$1.77M +$1.23M +10,261 +239%
SCA
168
Snowden Capital Advisors
New York
$1.76M +$183K +1,533 +12%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$1.74M -$2.38M -19,855 -58%
HFM
170
Harvest Fund Management
China
$1.72M +$359K +3,004 +27%
WIM
171
Westside Investment Management
California
$1.66M +$192K +1,604 +13%
TC
172
Telemus Capital
Michigan
$1.65M -$52.6K -440 -3%
SCM
173
Stevens Capital Management
Pennsylvania
$1.64M -$5.65M -47,199 -78%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.62M +$493K +4,122 +45%
JGC
175
J. Goldman & Co
New York
$1.58M +$1.56M +13,000 New

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.