We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
151
First Trust Advisors
Illinois
$6.19M -$38.9K -264 -0.6%
MCM
152
Monument Capital Management
Virginia
$6.11M +$5.18M +35,160 +577%
DAS
153
Dynamic Advisor Solutions
Arizona
$6.04M +$4.79M +32,521 +395%
RSWM
154
Robertson Stephens Wealth Management
California
$5.89M +$5.86M +39,736 New
EL
155
EQ LLC
Washington
$5.88M +$4.81M +32,647 +462%
LA
156
Latitude Advisors
Florida
$5.88M +$2.5M +16,963 +75%
SFA
157
Source Financial Advisors
New York
$5.83M -$229K -1,552 -4%
FA
158
FDx Advisors
Illinois
$5.8M +$1.13M +7,682 +24%
HW
159
Hancock Whitney
Mississippi
$5.72M +$4.47M +30,340 +366%
AWM
160
Axxcess Wealth Management
California
$5.67M +$5.64M +38,278 New
RFM
161
Royal Fund Management
Florida
$5.35M +$5.32M +36,123 New
IWP
162
Innova Wealth Partners
Pennsylvania
$5.33M +$1.92M +13,043 +57%
Amundi
163
Amundi
France
$5.29M +$5.41M +36,700 New
GDP
164
Great Diamond Partners
Maine
$5.29M +$5.27M +35,725 New
PWM
165
Pacific Wealth Management
California
$5.26M +$5.23M +35,481 New
CCA
166
Checchi Capital Advisers
California
$5.21M +$4.04M +27,431 +355%
HKIMG
167
Hutchens & Kramer Investment Management Group
Indiana
$5.2M +$5.95M +40,382 New
CWM
168
Connecticut Wealth Management
Connecticut
$5.16M
SEM
169
Strategic Equity Management
Arizona
$5.15M +$3.22M +21,875 +170%
AWM
170
Avondale Wealth Management
Texas
$5.02M +$1.71M +11,584 +52%
CAMG
171
CWA Asset Management Group
Florida
$5.02M +$1.76M +11,941 +54%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$4.84M -$207K -1,406 -4%
AIA
173
Arrow Investment Advisors
Maryland
$4.78M -$1.66M -11,292 -26%
PAA
174
Peregrine Asset Advisers
Oregon
$4.62M +$4.6M +31,204 New
HH
175
Hilltop Holdings
Texas
$4.57M +$578K +3,925 +15%