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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HCR Wealth Advisors
California
$3.54M +$3.13M +27,012 +1,260%
Wellington Management Group
152
Wellington Management Group
Massachusetts
$3.51M -$21.4M -184,556 -86%
CAN
153
Cetera Advisor Networks
California
$3.44M +$822K +7,101 +34%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$3.42M +$252K +2,177 +8%
LWM
155
Liberty Wealth Management
California
$3.31M +$3.16M +27,265 New
UR
156
USCA RIA
Texas
$3.26M -$682K -5,890 -18%
JG
157
Jefferies Group
New York
$3.26M -$868K -7,500 -22%
BA
158
Ballew Advisors
Mississippi
$3.24M +$2.32M +20,015 +308%
RSWM
159
Robertson Stephens Wealth Management
California
$3.22M +$3.06M +26,479 New
BCM
160
Bluefin Capital Management
New York
$3.19M +$3.04M +26,230 New
SAM
161
SignalPoint Asset Management
Missouri
$3.1M +$305K +2,633 +11%
SPIA
162
Steward Partners Investment Advisory
New York
$3.05M +$736K +6,359 +34%
FAIM
163
Financial Advocates Investment Management
Washington
$3.05M +$805K +6,951 +38%
KP
164
Keel Point
Alabama
$2.98M -$30.7M -264,823 -92%
IWM
165
IHT Wealth Management
Illinois
$2.96M -$3.15M -27,253 -53%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$2.93M +$212K +1,829 +8%
Northern Trust
167
Northern Trust
Illinois
$2.87M +$1.86M +16,028 +194%
IIA
168
IPG Investment Advisors
California
$2.86M +$1.78M +15,362 +188%
EWM
169
Executive Wealth Management
Michigan
$2.86M +$2.72M +23,502 New
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
$2.85M +$606K +5,236 +29%
SWMG
171
Signature Wealth Management Group
Georgia
$2.67M +$33.2K +287 +1%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$2.63M -$117K -1,012 -4%
LG
173
Leuthold Group
Minnesota
$2.57M -$69.4K -600 -3%
KF
174
Krilogy Financial
Missouri
$2.56M -$77.1K -666 -3%
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
$2.56M +$2.44M +21,052 New

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.