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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Basswood Capital Management
New York
$10.2M +$7.44M +71,148 +285%
SA
152
Stewardship Advisors
Pennsylvania
$10M +$6.06M +57,953 +160%
CI
153
Cavalier Investments
Georgia
$9.99M +$8.43M +80,595 +604%
FHC
154
First Heartland Consultants
Missouri
$9.84M +$3.74M +35,702 +63%
AFS
155
AFG Fiduciary Services
Massachusetts
$9.78M +$3.94M +37,700 +70%
CCA
156
Checchi Capital Advisers
California
$9.71M +$2.34M +22,318 +32%
RG
157
Retirement Group
California
$9.71M -$1.94M -18,574 -17%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$9.64M +$154K +1,472 +2%
SPIA
159
Steward Partners Investment Advisory
New York
$9.61M +$130K +1,244 +1%
MWM
160
MY Wealth Management
Maryland
$9.58M +$9.43M +90,080 New
BMCM
161
Burns Matteson Capital Management
New York
$9.55M +$3.87M +36,941 +70%
PFS
162
Prospera Financial Services
Texas
$9.48M +$626K +5,986 +7%
RHP
163
Royal Harbor Partners
Texas
$9.3M +$3.94M +37,658 +76%
GAG
164
Goodman Advisory Group
Massachusetts
$9.15M -$16.6M -158,533 -65%
ASGS
165
Alpha Square Group S
New York
$9M -$1.04M -9,911 -10%
BTI
166
Blue Trust Inc
Georgia
$8.92M +$9.22M +88,129 +6,057%
TC
167
TAP Consulting
Missouri
$8.92M +$6.38M +60,946 +267%
BC
168
Brookfield Corp
Ontario, Canada
$8.88M +$3.89M +37,226 +80%
WFI
169
West Family Investments
California
$8.83M
N
170
Natixis
France
$8.75M -$9.23M -88,184 -52%
VAS
171
Vestmark Advisory Solutions
Massachusetts
$8.71M -$6.3M -60,253 -42%
BAM
172
Belpointe Asset Management
Nevada
$8.55M +$7.51M +71,747 +679%
EWM
173
Executive Wealth Management
Michigan
$8.36M +$1.65M +15,815 +25%
HGWM
174
Horst & Graben Wealth Management
Oregon
$8.13M +$7.66M +73,192 +2,238%
IWS
175
Insight Wealth Strategies
California
$8.11M +$170K +1,622 +2%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.