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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Csenge Advisory Group
Florida
$3.5M +$1.28M +8,648 +56%
BAM
177
Belpointe Asset Management
Nevada
$3.5M +$4.26M +28,709 +211%
GSEP
178
Golden State Equity Partners
California
$3.5M -$61.8K -416 -2%
ACP
179
Aveo Capital Partners
Colorado
$3.4M +$613K +4,128 +21%
CCM
180
Ciovacco Capital Management
Georgia
$3.36M -$9.67M -65,096 -74%
Creative Planning
181
Creative Planning
Kansas
$3.35M +$1.79M +12,070 +109%
IWP
182
Innova Wealth Partners
Pennsylvania
$3.31M +$3.41M +22,961 New
BCV
183
Banque Cantonale Vaudoise
Switzerland
$3.3M
SAM
184
Strategy Asset Managers
California
$3.28M -$114K -770 -3%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$3.27M -$1.17M -7,878 -26%
LA
186
Latitude Advisors
Florida
$3.27M +$3.37M +22,688 New
RVM
187
Robinson Value Management
Texas
$3.23M +$3.17M +21,341 +2,008%
AWM
188
Avondale Wealth Management
Texas
$3.22M -$245K -1,652 -7%
SC
189
Scotia Capital
Ontario, Canada
$3.2M +$66.5K +448 +2%
PFA
190
Pettinga Financial Advisors
Indiana
$3.17M +$947K +6,378 +41%
CAMG
191
CWA Asset Management Group
Florida
$3.17M +$3.26M +21,938 New
ECM
192
ExodusPoint Capital Management
New York
$3.16M +$3.25M +21,900 New
NL
193
NEPC LLC
Massachusetts
$3.13M -$5.36M -36,072 -62%
RIA
194
Regal Investment Advisors
Michigan
$3.07M +$2.12M +14,274 +204%
SAM
195
SignalPoint Asset Management
Missouri
$3.03M -$82.4K -555 -3%
CA
196
Calton & Associates
Florida
$2.9M +$2.99M +20,106 New
NFG
197
Next Financial Group
Texas
$2.86M +$175K +1,181 +6%
SPIA
198
Steward Partners Investment Advisory
New York
$2.8M -$787K -5,303 -21%
CFGS
199
Concourse Financial Group Securities
Alabama
$2.77M +$539K +3,628 +23%
SMFG
200
Sumitomo Mitsui Financial Group
Japan
$2.72M -$82.4K -555 -3%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.