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iShares 20+ Year Treasury Bond ETF

468 hedge funds and large institutions have $10.4B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 188 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $8B → $10.4B (+$2.43B)

20% more funds holding in top 10

Funds holding in top 10: 5667 (+11)

16% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 162

7% more funds holding

Funds holding: 437468 (+31)

11.5% less ownership

Funds ownership: 80.44%68.94% (-11%)

55% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $7.3B

Holders
468
Holders Change
+31
Holders Change %
+7.09%
% of All Funds
10.17%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.46%
New
89
Increased
188
Reduced
162
Closed
51
Calls
$3.27B
Puts
$7.3B
Net Calls
-$4.03B
Net Calls Change
-$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
BTS Asset Management
Massachusetts
$3.78M +$3.63M +28,586 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.67M +$626K +4,927 +22%
TI
178
Tidal Investments
Wisconsin
$3.62M +$3.46M +27,248 New
APA
179
American Portfolios Advisors
New York
$3.62M +$1.87M +14,734 +118%
SAM
180
SignalPoint Asset Management
Missouri
$3.52M +$143K +1,128 +4%
CF
181
Centaurus Financial
California
$3.52M +$3.14M +24,755 +1,413%
CI Investments Inc
182
CI Investments Inc
Ontario, Canada
$3.52M -$3.04M -23,914 -47%
AIG
183
American International Group
New York
$3.41M +$1.6M +12,600 +96%
WCM
184
Wildcat Capital Management
New York
$3.4M +$614K +4,838 +23%
TPWA
185
TRUE Private Wealth Advisors
Oregon
$3.33M +$3.19M +25,099 New
BCM
186
BlueCrest Capital Management
Jersey
$3.22M +$2.08M +16,378 +207%
PIM
187
Parker Investment Management
California
$3.21M -$6.99K -55 -0.2%
First Trust Advisors
188
First Trust Advisors
Illinois
$3.1M -$132K -1,042 -4%
PP
189
Paloma Partners
Connecticut
$3.08M +$1.55M +12,170 +110%
Squarepoint
190
Squarepoint
New York
$3.07M +$2.94M +23,140 New
SWMG
191
Signature Wealth Management Group
Georgia
$3.07M +$93.7K +738 +3%
LPT
192
Legacy Private Trust
Wisconsin
$3.06M -$5.85M -46,049 -67%
TWM
193
Titus Wealth Management
California
$3.05M +$2.92M +22,971 New
CIC
194
Carnegie Investment Counsel
Ohio
$2.93M +$17.7K +139 +0.6%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$2.91M +$533K +4,193 +24%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$2.91M +$45.7K +360 +2%
EP
197
Edgestream Partners
New Jersey
$2.85M +$2.72M +21,439 New
KF
198
Krilogy Financial
Missouri
$2.84M -$87.1K -686 -3%
NFG
199
Next Financial Group
Texas
$2.79M +$2.13M +16,761 +395%
UR
200
USCA RIA
Texas
$2.78M -$1.57M -12,345 -37%

TLT Hedge Fund Activity: Q2 2019 in Review

468 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2019, worth a combined $10.4B — up 30% from $8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new TLT positions and 51 closed out — a net gain of 38 holders — while 188 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $891M. The largest seller was BlackRock, cutting an estimated $357M.

  • 468 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2019, up from 437 in Q1 2019.
  • Funds reported $10.4B of iShares 20+ Year Treasury Bond ETF stock for Q2 2019, up 30% quarter-over-quarter.
  • 89 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2019 and 51 closed out, a net change of +38 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2019 was Morgan Stanley, an estimated $891M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2019 was BlackRock, an estimated $357M sold.

Based on aggregated 13F filings for Q2 2019.