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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
I2I
151
Insight 2811 Inc
Illinois
$5.72M -$17.2M -115,629 -77%
MFM
152
MD Financial Management
Ontario, Canada
$5.71M +$5.16M +34,603 New
SPIA
153
Steward Partners Investment Advisory
New York
$5.6M -$597K -4,006 -11%
AF
154
Alerus Financial
North Dakota
$5.58M +$300K +2,014 +6%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$5.55M +$3.34M +22,429 +200%
TC
156
Trilogy Capital
California
$5.49M +$2.23M +14,928 +84%
BCI
157
Brinker Capital Investments
Pennsylvania
$5.47M -$1.93M -12,950 -28%
QFA
158
Quattro Financial Advisors
Texas
$5.44M +$8.35M +56,010 +229%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$5.22M +$1.73M +11,595 +58%
GFPC
160
Global Financial Private Capital
Florida
$5.21M -$480K -3,218 -9%
FVWA
161
Foster Victor Wealth Advisors
South Carolina
$5.18M +$4.17M +27,964 +1,215%
CAMG
162
CWA Asset Management Group
Florida
$5.08M +$1M +6,733 +28%
SFG
163
Sowa Financial Group
Rhode Island
$5.05M +$4.55M +30,520 +38,150%
RC
164
Rovin Capital
Arizona
$4.99M +$4.43M +29,736 New
DIM
165
Delta Investment Management
California
$4.89M +$4.42M +29,651 New
BAM
166
Belpointe Asset Management
Nevada
$4.82M +$563K +3,775 +15%
FNC
167
First National Corp
Massachusetts
$4.79M -$10.7M -71,535 -92%
MCIA
168
Mountain Capital Investment Advisors
Colorado
$4.78M -$1.52M -10,182 -26%
RIM
169
Rampart Investment Management
Connecticut
$4.76M +$4.3M +28,841 New
DWA
170
Dorsey Wright & Associates
California
$4.74M +$4.29M +28,752 New
Prudential Financial
171
Prudential Financial
New Jersey
$4.74M +$1.6M +10,741 +60%
SAM
172
SignalPoint Asset Management
Missouri
$4.61M +$322K +2,157 +8%
PP
173
Paloma Partners
Connecticut
$4.59M +$3.12M +20,943 +303%
SW
174
SteelPeak Wealth
California
$4.5M -$485K -3,251 -11%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$4.47M -$2.19M -14,660 -35%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.