We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
176
First Trust Advisors
Illinois
$2.54M -$30.1M -260,437 -93%
PMAM
177
Picton Mahoney Asset Management
Ontario, Canada
$2.53M
FGC
178
Financial Gravity Companies
Texas
$2.48M +$2.38M +20,527 New
SGI
179
Swan Global Investments
Colorado
$2.46M
ASN
180
Advisory Services Network
Georgia
$2.21M +$53.8K +465 +3%
BIA
181
Barry Investment Advisors
Massachusetts
$2.21M +$1.7M +14,723 +429%
SIM
182
SSI Investment Management
California
$2.19M +$2.09M +18,021 New
CA
183
Cambridge Associates
Massachusetts
$2.17M
GEM
184
Global Endowment Management
North Carolina
$2.13M +$839K +7,250 +70%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$2.05M -$1.82M -15,719 -48%
WS
186
Wedbush Securities
California
$2.03M +$268K +2,314 +16%
WIM
187
Westside Investment Management
California
$2.03M +$347 +3 +0%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$2.02M -$207K -1,788 -10%
DWA
189
Dorsey Wright & Associates
California
$2M +$917K +7,921 +92%
GWM
190
Geneos Wealth Management
Colorado
$1.99M +$1.63M +14,114 +617%
SFS
191
Sowell Financial Services
Arkansas
$1.95M +$1.86M +16,045 New
William Blair & Company
192
William Blair & Company
Illinois
$1.91M -$2.44M -21,045 -57%
Two Sigma Investments
193
Two Sigma Investments
New York
$1.67M +$1.59M +13,747 New
RFC
194
Regions Financial Corp
Alabama
$1.66M -$270K -2,331 -15%
HI
195
Hudock Inc
Pennsylvania
$1.64M +$1.53M +13,241 +4,504%
Axa
196
Axa
France
$1.62M +$804K +6,946 +109%
AIG
197
American International Group
New York
$1.59M
SC
198
Scotia Capital
Ontario, Canada
$1.49M +$49.4K +427 +4%
CPP
199
Crow Point Partners
Massachusetts
$1.45M +$694K +6,000 +100%
BC
200
Brinker Capital
Pennsylvania
$1.43M -$269K -2,327 -17%

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.