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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
151
Sphera Funds Management
Israel
$5.98M +$1.9M +15,000 +50%
PAMU
152
Pictet Asset Management (UK)
United Kingdom
$5.97M -$3.89M -30,630 -41%
KCM
153
Karp Capital Management
California
$5.95M +$667K +5,255 +13%
GAM
154
Gould Asset Management
California
$5.87M +$59.7K +470 +1%
ASN
155
Advisory Services Network
Georgia
$5.85M +$2.71M +21,323 +94%
SCI
156
Stableford Capital II
Arizona
$5.67M -$6.64M -52,253 -55%
TFA
157
Transamerica Financial Advisors
Florida
$5.6M +$5.35M +42,150 New
NA
158
NewEdge Advisors
Louisiana
$5.59M -$75.6K -595 -1%
FCT
159
Family Capital Trust
Massachusetts
$5.54M +$101K +795 +2%
RSWM
160
Robertson Stephens Wealth Management
California
$5.47M -$152K -1,200 -3%
DWM
161
Darwin Wealth Management
Florida
$5.13M -$1.2M -9,431 -20%
Parallax Volatility Advisers
162
Parallax Volatility Advisers
California
$5.02M -$3.3M -26,023 -41%
CWM
163
Connecticut Wealth Management
Connecticut
$4.96M +$4.75M +37,378 New
US Bancorp
164
US Bancorp
Minnesota
$4.96M +$144K +1,131 +3%
AF
165
Alerus Financial
North Dakota
$4.87M +$182K +1,435 +4%
HF
166
HRT Financial
New York
$4.78M -$3.31M -26,073 -42%
NP
167
Ninepoint Partners
Ontario, Canada
$4.65M -$7.62M -60,000 -63%
AWM
168
Altium Wealth Management
New York
$4.59M +$4.39M +34,542 New
VSWA
169
Vontobel Swiss Wealth Advisors
Switzerland
$4.21M +$4.02M +31,665 New
SPIA
170
Steward Partners Investment Advisory
New York
$4.17M +$1.21M +9,493 +43%
Creative Planning
171
Creative Planning
Kansas
$4.16M +$2.39M +18,802 +150%
ACP
172
Aveo Capital Partners
Colorado
$4.06M +$5.33K +42 +0.1%
HNB
173
Huntington National Bank
Ohio
$4.05M
FTS
174
Fifth Third Securities
Ohio
$3.96M +$3.78M +29,803 New
WS
175
Wedbush Securities
California
$3.87M -$351K -2,760 -9%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.