We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SteelPeak Wealth
California
$4.14M +$4.25M +30,545 New
MTB
177
Mizuho Trust & Banking
Japan
$4.06M -$11.1M -80,000 -73%
UR
178
USCA RIA
Texas
$4.05M +$1.6M +11,500 +62%
SRA
179
Summit Rock Advisors
New York
$4.05M +$4.16M +29,868 New
FF
180
Friedenthal Financial
New Jersey
$3.96M +$158K +1,135 +4%
OMC
181
Old Mission Capital
Illinois
$3.96M +$4.06M +29,200 New
ACP
182
Aveo Capital Partners
Colorado
$3.94M -$6.13M -44,008 -60%
Marshall Wace
183
Marshall Wace
United Kingdom
$3.82M -$30.4M -218,363 -89%
PAG
184
Private Advisor Group
New Jersey
$3.8M -$10.9M -77,979 -74%
SPC
185
Sigma Planning Corp
Michigan
$3.77M -$5.59M -40,158 -59%
WS
186
Wedbush Securities
California
$3.77M +$2.92K +21 +0.1%
GEM
187
Global Endowment Management
North Carolina
$3.66M +$1.32M +9,460 +54%
HR
188
Hayden Royal
North Carolina
$3.54M +$1.75M +12,605 +107%
SAM
189
SignalPoint Asset Management
Missouri
$3.49M +$280K +2,013 +8%
BAM
190
Belpointe Asset Management
Nevada
$3.45M -$3.15M -22,617 -47%
QFA
191
Quattro Financial Advisors
Texas
$3.4M +$3.07M +22,035 +903%
CAMG
192
CWA Asset Management Group
Florida
$3.26M -$2.2M -15,796 -40%
OR
193
Olympiad Research
Connecticut
$3.21M +$3.3M +23,726 New
BF
194
BOK Financial
Oklahoma
$3.21M +$230K +1,654 +8%
VSWA
195
Vontobel Swiss Wealth Advisors
Switzerland
$3.14M -$574K -4,125 -15%
NAM
196
NorthCoast Asset Management
Connecticut
$3.13M +$233K +1,677 +8%
IWP
197
Icon Wealth Partners
Texas
$3.12M +$65.8K +473 +2%
HF
198
HRT Financial
New York
$3.09M +$3.18M +22,830 New
IMC Chicago
199
IMC Chicago
Illinois
$3.08M -$27.3M -196,325 -90%
IFA
200
Interactive Financial Advisors
Illinois
$3M -$6.39M -45,929 -68%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.