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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
FDx Advisors
Illinois
$6.53M +$1.43M +10,361 +26%
BFIC
152
Bedell Frazier Investment Counselling
California
$6.53M +$6.82M +49,416 New
PWM
153
Palumbo Wealth Management
New York
$6.47M -$1.62M -11,724 -19%
BCP
154
Blue Chip Partners
Michigan
$6.47M +$5.13M +37,183 +316%
LF
155
Lee Financial
Texas
$6.46M -$1.08M -7,800 -14%
WJA
156
Willis Johnson & Associates
Texas
$6.2M +$370K +2,684 +6%
4FG
157
4Thought Financial Group
New York
$6.19M -$4.15M -30,101 -39%
RG
158
Retirement Group
California
$5.93M +$6.16M +44,687 +25,390%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$5.92M +$3.35M +24,294 +118%
NL
160
NWAM LLC
Washington
$5.81M +$4.93M +35,772 +435%
KP
161
Keel Point
Alabama
$5.62M +$2.49M +18,086 +74%
SC
162
Scotia Capital
Ontario, Canada
$5.6M +$2.78M +20,126 +90%
First Trust Advisors
163
First Trust Advisors
Illinois
$5.55M +$34.2K +248 +0.6%
IFA
164
Interactive Financial Advisors
Illinois
$5.46M -$764K -5,540 -10%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$5.41M -$4.84M -35,074 -46%
HKIMG
166
Hutchens & Kramer Investment Management Group
Indiana
$5.39M +$43.9K +318 +0.8%
IA
167
IFP Advisors
Florida
$5.38M -$14.1M -102,100 -71%
FAM
168
Frontier Asset Management
Wyoming
$5.38M +$1.17M +8,459 +26%
I
169
INVST
Indiana
$5.3M -$183K -1,324 -3%
OC
170
Oppenheimer & Co
New York
$5.27M +$3.98M +28,880 +263%
DAS
171
Dynamic Advisor Solutions
Arizona
$5.26M -$130K -942 -2%
CGA
172
Crescent Grove Advisors
Illinois
$5.22M +$1.84M +13,335 +51%
OR
173
Olympiad Research
Connecticut
$5.08M -$2.83M -20,504 -35%
SC
174
Solstein Capital
California
$5M +$3.55M +25,754 +213%
Lazard Asset Management
175
Lazard Asset Management
New York
$4.97M

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.