We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,183 hedge funds and large institutions have $47.8B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 495 increasing their positions, 386 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 102

28% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 386

24% more capital invested

Capital invested by funds: $38.4B → $47.8B (+$9.36B)

18% more funds holding in top 10

Funds holding in top 10: 109129 (+20)

7% more funds holding

Funds holding: 1,1031,183 (+80)

5.41% more ownership

Funds ownership: 73.4%78.82% (+5.4%)

0% more call options, than puts

Call options by funds: $14.6B | Put options by funds: $14.5B

Holders
1,183
Holders Change
+80
Holders Change %
+7.25%
% of All Funds
16.99%
Holding in Top 10
129
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.35%
% of All Funds
1.85%
New
193
Increased
495
Reduced
386
Closed
102
Calls
$14.6B
Puts
$14.5B
Net Calls
+$60.8M
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
151
Members Advisory Group
New York
$18.3M +$759K +7,875 +4%
Fisher Asset Management
152
Fisher Asset Management
Washington
$18.3M -$3.13M -32,448 -15%
MWM
153
MY Wealth Management
Maryland
$18.2M +$537K +5,568 +3%
OPCM
154
Osborne Partners Capital Management
California
$17.9M -$41.6K -431 -0.2%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$17.8M -$2.77M -28,757 -14%
CW
156
CreativeOne Wealth
Kansas
$17.8M +$6.96M +72,136 +66%
BAM
157
Belpointe Asset Management
Nevada
$17.8M +$16.8M +173,816 +2,412%
EWA
158
Exencial Wealth Advisors
Oklahoma
$17.4M +$6.08K +63 +0%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$17.4M -$727M -7,542,995 -98%
VWM
160
Venturi Wealth Management
Texas
$17.1M +$9.04M +93,776 +116%
TF
161
Trek Financial
Arizona
$17M +$5.53M +57,363 +49%
BGI
162
BlueDrive Global Investors
United Kingdom
$16.8M +$5.21M +54,079 +46%
DMC
163
DSC Meridian Capital
New York
$16.8M -$11.7M -121,765 -42%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$16.7M -$463K -4,804 -3%
TWC
165
TD Waterhouse Canada
Ontario, Canada
$16.7M -$5.11M -52,944 -24%
SA
166
Sicart Associates
New York
$16.7M +$16.4M +169,964 New
SW
167
SlateStone Wealth
Florida
$16.4M +$1.07M +11,081 +7%
Comerica Bank
168
Comerica Bank
Texas
$16.3M +$1.11M +11,460 +7%
CF
169
Clarity Financial
Texas
$16.1M +$2.75M +28,480 +21%
WJA
170
Willis Johnson & Associates
Texas
$16M +$161K +1,668 +1%
CA
171
Continuum Advisory
Idaho
$15.9M +$1.89M +19,551 +12%
EP
172
Edgestream Partners
New Jersey
$15.7M -$282K -2,929 -2%
GCM
173
Granby Capital Management
Florida
$15.5M
EC
174
Estate Counselors
Wisconsin
$15.4M +$15.2M +157,284 New
BCI
175
Brinker Capital Investments
Pennsylvania
$15.4M +$2.03M +21,082 +15%