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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
176
Global Endowment Management
North Carolina
$4.46M
FEG
177
Fund Evaluation Group
Ohio
$4.45M -$748K -5,016 -16%
PA
178
Parallel Advisors
California
$4.35M -$6.23M -41,785 -61%
BCM
179
Bluefin Capital Management
New York
$4.31M -$15.7M -105,170 -80%
PP
180
Prudential plc
United Kingdom
$4.27M +$3.86M +25,900 New
AFWM
181
AMJ Financial Wealth Management
Virginia
$4.26M -$4.23M -28,362 -52%
HR
182
Hayden Royal
North Carolina
$4.26M +$221K +1,485 +6%
BF
183
BOK Financial
Oklahoma
$4.2M +$261K +1,753 +7%
TI
184
Tidal Investments
Wisconsin
$4.13M +$3.48M +23,315 +1,374%
HW
185
Hamilton Wealth
California
$4M -$2.55M -17,134 -41%
PWAG
186
Polaris Wealth Advisory Group
California
$3.99M +$3.61M +24,194 New
OMC
187
Old Mission Capital
Illinois
$3.98M -$760K -5,100 -17%
OR
188
Olympiad Research
Connecticut
$3.88M -$27.1K -182 -0.8%
CL
189
CSS LLC
Illinois
$3.84M +$3.47M +23,256 New
First Trust Advisors
190
First Trust Advisors
Illinois
$3.71M +$755K +5,063 +29%
BFG
191
Barber Financial Group
Kansas
$3.69M +$3.34M +22,375 New
WIA
192
World Investment Advisors
California
$3.53M +$3.19M +21,385 New
WS
193
Wedbush Securities
California
$3.51M -$976K -6,549 -24%
XS
194
XR Securities
Illinois
$3.5M +$707K +4,743 +29%
Northern Trust
195
Northern Trust
Illinois
$3.49M +$2.07M +13,903 +111%
PAG
196
Private Advisor Group
New Jersey
$3.44M -$1.08M -7,229 -26%
BRWA
197
B. Riley Wealth Advisors
Florida
$3.42M +$332K +2,228 +12%
CRWM
198
Castle Rock Wealth Management
California
$3.37M +$3M +20,158 New
JT
199
Jump Trading
Illinois
$3.31M -$13M -87,287 -81%
VC
200
Vicus Capital
Pennsylvania
$3.22M +$2.91M +19,515 New

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.