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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
151
K.J. Harrison & Partners
Ontario, Canada
$6.23M -$11M -79,000 -63%
IA
152
IFP Advisors
Florida
$6.17M -$253K -1,819 -4%
US Bancorp
153
US Bancorp
Minnesota
$6.16M -$204K -1,463 -3%
BBVA
154
Banco Bilbao Vizcaya Argentaria
Spain
$6.12M +$6.29M +45,168 New
AWA
155
Arete Wealth Advisors
Illinois
$5.89M -$2.48M -17,793 -29%
ASN
156
Advisory Services Network
Georgia
$5.73M -$240K -1,723 -4%
TNBTD
157
Trustmark National Bank Trust Department
Mississippi
$5.66M -$39.9K -287 -0.7%
FCT
158
Family Capital Trust
Massachusetts
$5.65M -$44.1K -317 -0.8%
DWM
159
Darwin Wealth Management
Florida
$5.61M +$25.8K +185 +0.4%
HW
160
Hamilton Wealth
California
$5.61M +$103K +738 +2%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$5.43M +$1.13M +8,093 +25%
MCIA
162
Mountain Capital Investment Advisors
Colorado
$5.34M +$5.44M +39,085 New
SPIA
163
Steward Partners Investment Advisory
New York
$5.14M +$225K +1,614 +4%
IFAM
164
Institutional & Family Asset Management
Colorado
$5.06M +$3.54M +25,426 +214%
CWM
165
Connecticut Wealth Management
Connecticut
$5M -$41.1K -295 -0.8%
FA
166
FDx Advisors
Illinois
$5M -$3.65M -26,234 -42%
NFG
167
Next Financial Group
Texas
$4.85M +$2.4M +17,211 +93%
GFPC
168
Global Financial Private Capital
Florida
$4.72M +$4.85M +34,819 New
VHAM
169
Van Hulzen Asset Management
California
$4.7M +$4.56M +32,735 +1,676%
PC
170
Premise Capital
Illinois
$4.7M -$1.45M -10,428 -23%
AWM
171
Altium Wealth Management
New York
$4.67M +$4.87K +35 +0.1%
MWA
172
Meridian Wealth Advisors
Texas
$4.53M +$573K +4,119 +14%
FEG
173
Fund Evaluation Group
Ohio
$4.33M -$3.31M -23,783 -43%
AF
174
Alerus Financial
North Dakota
$4.31M -$886K -6,362 -17%
LWPC
175
Legacy Wealth Partners (California)
California
$4.17M +$4.08M +29,328 New

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.