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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
LL
176
LWMG LLC
Minnesota
$11.7M +$879K +9,294 +8%
GWM
177
GDS Wealth Management
Texas
$11.7M +$3.6M +38,069 +44%
GAG
178
Goodman Advisory Group
Massachusetts
$11.6M +$11.6M +123,096 New
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$11.5M +$4M +42,317 +53%
DAS
180
Dynamic Advisor Solutions
Arizona
$11.5M +$1.42M +14,999 +14%
ASN
181
Advisory Services Network
Georgia
$11.4M -$1.82M -19,246 -14%
WMA
182
Wealth Management Associates
New Jersey
$11.3M +$446K +4,716 +4%
PFPT
183
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.3M +$1.82M +19,288 +19%
Wolverine Trading
184
Wolverine Trading
Illinois
$11.2M -$7.9M -83,528 -41%
SGI
185
Summit Global Investments
Utah
$11.1M +$11.1M +117,567 New
SHJ
186
Sharkey, Howes & Javer
Colorado
$11.1M -$173K -1,834 -2%
GSWM
187
Greenup Street Wealth Management
Michigan
$11.1M -$1.27M -13,400 -10%
MBTD
188
Mechanics Bank - Trust Department
California
$10.9M +$456K +4,818 +4%
Walleye Capital
189
Walleye Capital
New York
$10.9M +$10.9M +115,317 New
LWL
190
Leo Wealth LLC
Texas
$10.9M +$999K +10,564 +10%
FNC
191
First National Corp
Massachusetts
$10.9M -$25.1K -265 -0.2%
TF
192
Trek Financial
Arizona
$10.8M -$1.49M -15,777 -12%
VFPI
193
Vantage Financial Partners (Illinois)
Illinois
$10.8M +$573K +6,059 +6%
SPC
194
Sigma Planning Corp
Michigan
$10.8M +$9.16M +96,885 +565%
FIM
195
Freedom Investment Management
Connecticut
$10.8M -$1.72M -18,139 -14%
LAS
196
Legacy Advisory Services
Pennsylvania
$10.7M +$1.88M +19,928 +21%
I
197
INVST
Indiana
$10.6M +$261K +2,755 +2%
JCM
198
Janney Capital Management
Pennsylvania
$10.5M +$83.2K +880 +0.8%
HI
199
Harbour Investments
Wisconsin
$10.3M +$7.99M +84,468 +344%
CFD
200
Creative Financial Designs
Indiana
$10.2M +$217K +2,298 +2%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.