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iShares 20+ Year Treasury Bond ETF

354 hedge funds and large institutions have $6.75B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

11% more call options, than puts

Call options by funds: $4.76B | Put options by funds: $4.3B

9% more capital invested

Capital invested by funds: $6.2B → $6.75B (+$554M)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 357354 (-3)

4.45% less ownership

Funds ownership: 98.59%94.15% (-4.4%)

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.1%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
55
Increased
143
Reduced
115
Closed
54
Calls
$4.76B
Puts
$4.3B
Net Calls
+$466M
Net Calls Change
+$1.36B
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
176
NorthCoast Asset Management
Connecticut
$1.57M +$1.54M +12,888 New
FIA
177
FNY Investment Advisers
New York
$1.52M +$1.5M +12,500 New
TCM
178
Tuttle Capital Management
Connecticut
$1.5M +$1.48M +12,348 New
SC
179
Scotia Capital
Ontario, Canada
$1.49M +$15.8K +132 +1%
SSG
180
Summit Securities Group
New York
$1.49M +$754K +6,300 +107%
ACP
181
Aveo Capital Partners
Colorado
$1.45M -$134K -1,120 -9%
MA
182
Mutual Advisors
Nebraska
$1.44M -$2.87K -24 -0.2%
IFS
183
Ifrah Financial Services
Arkansas
$1.44M +$337K +2,814 +31%
CAM
184
Concorde Asset Management
Michigan
$1.4M +$472K +3,945 +52%
SWP
185
Stratos Wealth Partners
Ohio
$1.4M -$98.4K -823 -7%
SFM
186
Signet Financial Management
New Jersey
$1.37M -$530K -4,433 -28%
GAM
187
Gould Asset Management
California
$1.35M +$89.5K +748 +7%
HB
188
Homrich & Berg
Georgia
$1.35M +$1.33M +11,081 New
CM
189
Columbus Macro
Pennsylvania
$1.31M -$2.74M -22,909 -68%
CCM
190
Crabel Capital Management
California
$1.31M +$431K +3,603 +50%
AIG
191
American International Group
New York
$1.29M
Bessemer Group
192
Bessemer Group
New Jersey
$1.28M +$1.26M +10,500 New
GEM
193
Global Endowment Management
North Carolina
$1.25M +$335K +2,800 +37%
SBA
194
Secrest Blakey & Associates
North Carolina
$1.25M -$23.4K -196 -2%
GC
195
Grimes & Company
Massachusetts
$1.25M +$1.22M +10,230 New
HW
196
Hancock Whitney
Mississippi
$1.23M +$1.21M +10,139 New
1832 Asset Management
197
1832 Asset Management
Ontario, Canada
$1.22M -$1.09M -9,096 -48%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$1.22M +$1.2M +10,000 New
CS
199
Comerica Securities
Michigan
$1.19M +$340K +2,842 +41%
VWM
200
Venturi Wealth Management
Texas
$1.16M +$748K +6,251 +183%

TLT Hedge Fund Activity: Q2 2018 in Review

354 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2018, worth a combined $6.75B — up 8.9% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TLT positions and 54 closed out — a net gain of 1 holder — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $413M. The largest seller was CI Investments Inc, cutting an estimated $114M.

  • 354 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2018, down from 357 in Q1 2018.
  • Funds reported $6.75B of iShares 20+ Year Treasury Bond ETF stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 55 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2018 and 54 closed out, a net change of +1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2018 was Morgan Stanley, an estimated $413M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2018 was CI Investments Inc, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.