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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Sinecera Capital
Texas
$14.5M -$3.2M -33,811 -19%
SW
152
SlateStone Wealth
Florida
$14.3M +$327K +3,461 +2%
WJA
153
Willis Johnson & Associates
Texas
$14.3M +$928K +9,815 +7%
MFS
154
Madrona Financial Services
Washington
$14.3M +$2.94M +31,119 +26%
RFM
155
Royal Fund Management
Florida
$14.3M +$6.62M +69,969 +87%
Prudential Financial
156
Prudential Financial
New Jersey
$14.1M -$440K -4,657 -3%
BAM
157
BOS Asset Management
Illinois
$14M +$11.7M +123,290 +498%
CA
158
Continuum Advisory
Idaho
$14M -$1.2M -12,659 -8%
OIA
159
OneDigital Investment Advisors
Kansas
$13.8M -$162K -1,717 -1%
FHA
160
First Horizon Advisors
Tennessee
$13.7M +$40.5K +428 +0.3%
AAS
161
Avantax Advisory Services
Texas
$13.6M -$896K -9,470 -6%
SIA
162
Strategic Investment Advisors
Michigan
$13.6M -$11.4M -121,004 -46%
HF
163
HRT Financial
New York
$13.5M -$146M -1,540,934 -92%
DR
164
Davis Rea
Ontario, Canada
$13.4M +$13.4M +142,005 New
SFS
165
Sowell Financial Services
Arkansas
$13.4M +$1.72M +18,187 +15%
CF
166
Clarity Financial
Texas
$13.3M +$1.02M +10,755 +8%
MA
167
Mutual Advisors
Nebraska
$13M +$439K +4,643 +4%
BFG
168
Berger Financial Group
Minnesota
$12.8M +$2.07M +21,851 +19%
PAG
169
Private Advisor Group
New Jersey
$12.7M +$2.01M +21,245 +19%
LFAS
170
Level Four Advisory Services
Texas
$12.4M +$290K +3,071 +3%
TA
171
TCM Advisors
West Virginia
$12.3M
TC
172
TAP Consulting
Missouri
$12.1M -$2.9M -30,641 -19%
CFS
173
Commonwealth Financial Services
West Virginia
$12M -$45.9K -485 -0.4%
COI
174
Connable Office Inc
Michigan
$12M +$12M +126,756 New
Amundi
175
Amundi
France
$12M -$85.1K -900 -0.7%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.