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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$6.83M +$2.51M +15,276 +58%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$6.61M -$26.2M -159,140 -80%
MSWM
153
Mader & Shannon Wealth Management
Missouri
$6.61M +$4.15M +25,201 +167%
ASN
154
Advisory Services Network
Georgia
$6.53M +$5.09M +30,918 +348%
FPCP
155
Fort Point Capital Partners
California
$6.51M +$6.54M +39,732 New
CIM
156
Cambria Investment Management
California
$6.49M -$866K -5,262 -12%
Franklin Resources
157
Franklin Resources
California
$6.32M +$5.73M +34,821 +1,228%
LJAC
158
L.J. Altfest & Co
New York
$6.29M +$5.52M +33,513 +691%
IMC Chicago
159
IMC Chicago
Illinois
$6.04M +$6.07M +36,843 New
WCWM
160
Wooster Corthell Wealth Management
Connecticut
$6.04M -$206K -1,250 -3%
SAG
161
Spotlight Asset Group
Illinois
$6M +$6.02M +36,592 New
FCT
162
Family Capital Trust
Massachusetts
$5.93M -$936K -5,683 -14%
I2I
163
Insight 2811 Inc
Illinois
$5.92M +$121K +732 +2%
BF
164
BOK Financial
Oklahoma
$5.85M +$1.69M +10,240 +40%
SC
165
Scotia Capital
Ontario, Canada
$5.83M -$4.41M -26,812 -43%
CWM
166
Connecticut Wealth Management
Connecticut
$5.8M -$91.5K -556 -2%
CAC
167
Core Alternative Capital
Georgia
$5.78M -$171K -1,040 -3%
IFAM
168
Institutional & Family Asset Management
Colorado
$5.77M -$231K -1,405 -4%
MIAN
169
Mariner Independent Advisor Network
Kansas
$5.58M -$2.92M -17,720 -34%
BCI
170
Brinker Capital Investments
Pennsylvania
$5.43M
AWA
171
Arete Wealth Advisors
Illinois
$5.38M +$4.15M +25,184 +331%
FI
172
FormulaFolio Investments
Michigan
$5.34M -$1.83M -11,139 -25%
OR
173
Olympiad Research
Connecticut
$5.28M +$1.42M +8,655 +37%
BBVA
174
Banco Bilbao Vizcaya Argentaria
Spain
$5.27M -$4.38M -26,582 -45%
LF
175
Lee Financial
Texas
$5.12M +$5.13M +31,185 +41,580%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.