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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
176
Caxton Associates (New York)
New York
$4.89M +$5.1M +37,000 New
SFP
177
Shepherd Financial Partners
Massachusetts
$4.85M -$1.2M -8,731 -19%
PWM
178
Pacific Wealth Management
California
$4.83M +$150K +1,085 +3%
ACM
179
Alethea Capital Management
Washington
$4.78M -$3M -21,782 -38%
LAS
180
Lloyd Advisory Services
Georgia
$4.78M +$4.69M +34,032 +1,589%
SFA
181
Source Financial Advisors
New York
$4.72M -$499K -3,619 -9%
Walleye Trading
182
Walleye Trading
New York
$4.64M +$4.84M +35,123 New
DCC
183
Dow Chemical Company
Michigan
$4.64M -$29.2M -212,000 -86%
ASN
184
Advisory Services Network
Georgia
$4.63M +$3.24M +23,491 +203%
CWM
185
Connecticut Wealth Management
Connecticut
$4.6M +$1.79K +13 +0%
PAMS
186
Pictet Asset Management (Switzerland)
Switzerland
$4.55M +$823K +5,970 +21%
DTIM
187
Danda Trouve Investment Management
Kansas
$4.52M +$4.56M +33,056 +2,842%
Amundi
188
Amundi
France
$4.45M -$207K -1,500 -4%
PTC
189
Philadelphia Trust Company
Pennsylvania
$4.45M +$4.64M +33,672 New
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$4.37M +$4.56M +33,035 New
PSUF
191
People's United Financial
Connecticut
$4.3M +$2.31M +16,750 +106%
MWM
192
MY Wealth Management
Maryland
$4.17M +$4.35M +31,541 New
DS
193
DRW Securities
Illinois
$4.14M +$4.32M +31,322 New
NFG
194
Northeast Financial Group
Pennsylvania
$4.12M +$270K +1,960 +7%
SPC
195
Sigma Planning Corp
Michigan
$4.09M +$3.04M +22,037 +247%
GP
196
Greenline Partners
New York
$4.02M +$2.13M +15,423 +103%
PAA
197
Peregrine Asset Advisers
Oregon
$4.01M -$113K -816 -3%
Prudential Financial
198
Prudential Financial
New Jersey
$3.95M +$1.09M +7,905 +36%
CAN
199
Cetera Advisor Networks
California
$3.95M +$34.3K +249 +0.8%
ACP
200
Aveo Capital Partners
Colorado
$3.92M -$52.3K -379 -1%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.