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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$5.1M +$5.12M +31,085 New
AF
177
Alerus Financial
North Dakota
$5.07M -$479K -2,907 -9%
SFG
178
Sowa Financial Group
Rhode Island
$5.04M +$26.8K +163 +0.5%
HT
179
HAP Trading
New York
$5.01M +$5.03M +30,573 New
BAM
180
Brave Asset Management
New Jersey
$4.96M +$4.99M +30,282 New
MA
181
Mutual Advisors
Nebraska
$4.92M +$2.37M +14,407 +92%
KJHP
182
K.J. Harrison & Partners
Ontario, Canada
$4.92M +$4.94M +30,012 New
SWM
183
Strategic Wealth Management
Washington
$4.92M +$4.94M +30,000 New
Prudential Financial
184
Prudential Financial
New Jersey
$4.89M +$182K +1,104 +4%
JIP
185
Jaffetilchin Investment Partners
Florida
$4.68M +$3.11M +18,921 +196%
EP
186
Edgestream Partners
New Jersey
$4.59M +$3.86M +23,437 +510%
MCIA
187
Mountain Capital Investment Advisors
Colorado
$4.57M -$209K -1,270 -4%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$4.54M -$975K -5,921 -18%
SAM
189
SignalPoint Asset Management
Missouri
$4.46M -$122K -743 -3%
GEM
190
Global Endowment Management
North Carolina
$4.43M
IFA
191
Interactive Financial Advisors
Illinois
$4.31M -$2.28M -13,875 -35%
CGA
192
Crescent Grove Advisors
Illinois
$4.17M +$1.73M +10,485 +70%
SB
193
Simmons Bank
Arkansas
$4.12M +$3.56M +21,601 +614%
AWM
194
Alterna Wealth Management
Texas
$4.08M +$2.49M +15,133 +155%
FF
195
Friedenthal Financial
New Jersey
$4.07M +$4.09M +24,835 New
WS
196
Wedbush Securities
California
$4.07M +$588K +3,570 +17%
SSG
197
Summit Securities Group
New York
$3.83M +$3.64M +22,097 +1,700%
CAMG
198
CWA Asset Management Group
Florida
$3.72M -$1.33M -8,109 -26%
FEG
199
Fund Evaluation Group
Ohio
$3.5M -$927K -5,632 -21%
FNC
200
First National Corp
Massachusetts
$3.41M +$2.34M +14,205 +214%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.