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iShares 20+ Year Treasury Bond ETF

437 hedge funds and large institutions have $8B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

12% more funds holding

Funds holding: 390437 (+47)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

6% more capital invested

Capital invested by funds: $7.57B → $8B (+$431M)

0% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.3B

9.8% less ownership

Funds ownership: 90.24%80.44% (-9.8%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
9.46%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
1.21%
New
101
Increased
158
Reduced
136
Closed
50
Calls
$3.29B
Puts
$3.3B
Net Calls
-$5.78M
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
151
Karp Capital Management
California
$5M +$4.28M +35,215 +819%
CIM
152
Cambria Investment Management
California
$4.76M +$53.1K +437 +1%
BTS
153
BB&T Securities
Virginia
$4.68M -$333K -2,736 -7%
US Bancorp
154
US Bancorp
Minnesota
$4.58M +$403K +3,313 +10%
Millennium Management
155
Millennium Management
New York
$4.51M -$205M -1,687,775 -98%
HW
156
Hancock Whitney
Mississippi
$4.46M +$4.29M +35,309 New
AF
157
Alerus Financial
North Dakota
$4.46M +$210K +1,725 +5%
HNB
158
Huntington National Bank
Ohio
$4.37M
UAS
159
United Asset Strategies
New York
$4.33M -$2.67M -21,966 -39%
AWA
160
Arete Wealth Advisors
Illinois
$4.22M +$496K +4,077 +14%
CLOS
161
Compagnie Lombard Odier SCmA
Switzerland
$4.21M -$253K -2,080 -6%
UR
162
USCA RIA
Texas
$4.21M +$780K +6,410 +24%
WS
163
Wedbush Securities
California
$4.03M +$1.84M +15,165 +91%
ACP
164
Aveo Capital Partners
Colorado
$3.89M +$2.4M +19,757 +179%
PAG
165
Private Advisor Group
New Jersey
$3.88M +$2.87M +23,592 +316%
JGC
166
J. Goldman & Co
New York
$3.79M +$3.65M +30,000 New
SFM
167
Sphera Funds Management
Israel
$3.79M +$3.65M +30,000 New
SCP
168
Silverleafe Capital Partners
Tennessee
$3.75M +$3.61M +29,694 New
RA
169
Rational Advisors
New York
$3.56M +$3.3M +27,135 +2,557%
VF
170
Virtu Financial
New York
$3.52M +$3.39M +27,863 New
Citigroup
171
Citigroup
New York
$3.5M -$37.4M -307,226 -92%
William Blair & Company
172
William Blair & Company
Illinois
$3.37M +$1.33M +10,966 +70%
DAS
173
Dynamic Advisor Solutions
Arizona
$3.37M +$3.24M +26,621 New
Northern Trust
174
Northern Trust
Illinois
$3.34M +$306K +2,514 +10%
FSA
175
Financial Services Advisory
Maryland
$3.28M +$3.15M +25,915 New

TLT Hedge Fund Activity: Q1 2019 in Review

437 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2019, worth a combined $8B — up 5.7% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TLT positions and 50 closed out — a net gain of 51 holders — while 158 added to existing stakes and 136 trimmed.

The largest buyer was UBS Group, adding an estimated $272M. The largest seller was Legal & General Group, exiting entirely with an estimated $309M sold.

  • 437 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2019, up from 390 in Q4 2018.
  • Funds reported $8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2019, up 5.7% quarter-over-quarter.
  • 101 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2019 and 50 closed out, a net change of +51 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2019 was UBS Group, an estimated $272M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2019 was Legal & General Group, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.