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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Refined Wealth Management
Utah
$8.09M +$7.96M +76,071 New
GEM
177
Global Endowment Management
North Carolina
$7.98M
SWM
178
Shelton Wealth Management
Texas
$7.95M +$3.6M +34,392 +85%
TA
179
Tactive Advisors
Florida
$7.95M +$7.82M +74,700 New
WJA
180
Willis Johnson & Associates
Texas
$7.84M +$470K +4,495 +6%
MBTD
181
Mechanics Bank - Trust Department
California
$7.83M +$2.07M +19,745 +37%
HIM
182
Hanlon Investment Management
New Jersey
$7.81M +$542K +5,182 +8%
CS
183
Credit Suisse
Switzerland
$7.71M +$6.18M +59,057 +440%
JF
184
Jump Financial
Illinois
$7.67M -$7.68M -73,447 -50%
OLVIG
185
Oliver Lagore Vanvalin Investment Group
Michigan
$7.67M +$6.13M +58,540 +432%
KWM
186
Kingsview Wealth Management
Oregon
$7.62M +$7.5M +71,676 New
IWC
187
Integrated Wealth Concepts
Massachusetts
$7.46M +$3.6M +34,409 +96%
LL
188
LWMG LLC
Minnesota
$7.32M +$7.2M +68,858 New
RIM
189
Redwood Investment Management
Arizona
$7.28M +$654K +6,253 +10%
HWA
190
HCR Wealth Advisors
California
$7.22M +$866K +8,272 +14%
AFA
191
Atlas Financial Advisors
California
$7.22M -$97.7K -934 -1%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$7.2M +$1.88M +17,999 +36%
KFAA
193
Klaas Financial Asset Advisors
Illinois
$7.18M +$253K +2,420 +4%
SF
194
Synovus Financial
Georgia
$7.13M -$853K -8,148 -11%
OIA
195
OneDigital Investment Advisors
Kansas
$7.02M +$2.9M +27,759 +73%
PAG
196
Private Advisor Group
New Jersey
$6.97M -$2.77M -26,507 -29%
CA
197
Cambridge Associates
Massachusetts
$6.89M -$991K -9,467 -13%
Verition Fund Management
198
Verition Fund Management
Connecticut
$6.83M +$728K +6,957 +12%
Prudential Financial
199
Prudential Financial
New Jersey
$6.82M +$465K +4,446 +7%
ASN
200
Advisory Services Network
Georgia
$6.8M +$713K +6,812 +12%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.