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iShares 20+ Year Treasury Bond ETF

316 hedge funds and large institutions have $5.13B invested in iShares 20+ Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $4.02B | Put options by funds: $3.37B

13% more capital invested

Capital invested by funds: $4.56B → $5.13B (+$574M)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0% more funds holding

Funds holding: 315316 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

4.54% less ownership

Funds ownership: 85.92%81.38% (-4.5%)

Holders
316
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.87%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
62
Increased
117
Reduced
109
Closed
52
Calls
$4.02B
Puts
$3.37B
Net Calls
+$645M
Net Calls Change
+$2.34B
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
201
First Interstate Bank
Montana
$1.1M +$164K +1,366 +18%
BCM
202
Bluefin Capital Management
New York
$1.1M -$2.65M -22,108 -71%
BO
203
Bach Option
Hong Kong
$1.09M -$1.29M -10,716 -54%
IFS
204
Ifrah Financial Services
Arkansas
$1.05M +$2.88K +24 +0.3%
TFA
205
Transamerica Financial Advisors
Florida
$1.03M +$5.76K +48 +0.6%
FHC
206
First Heartland Consultants
Missouri
$1.01M +$430K +3,582 +75%
DADC
207
D.A. Davidson & Co
Montana
$966K +$68K +567 +8%
SCA
208
Snowden Capital Advisors
New York
$963K -$446K -3,720 -32%
NFP
209
Narus Financial Partners
Utah
$907K +$21.5K +179 +2%
BCM
210
Brookstone Capital Management
Illinois
$887K -$1.08M -8,961 -55%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$870K +$488K +4,063 +130%
FPCP
212
Fort Point Capital Partners
California
$865K -$37.2K -310 -4%
CHAM
213
Clear Harbor Asset Management
Connecticut
$858K +$120K +1,000 +16%
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$831K -$3.74M -31,130 -82%
TSS
215
Two Sigma Securities
New York
$824K +$467K +3,887 +132%
NFG
216
Next Financial Group
Texas
$786K -$281K -2,341 -27%
JT
217
Jump Trading
Illinois
$783K -$2.98M -24,855 -79%
SBH
218
Segall Bryant & Hamill
Illinois
$779K -$29K -242 -4%
IWM
219
IHT Wealth Management
Illinois
$762K +$656K +5,468 +676%
AIG
220
American International Group
New York
$748K +$744K +6,200 New
ICOA
221
Investment Centers of America
North Dakota
$737K +$180K +1,501 +33%
ATC
222
Argent Trust Co
Tennessee
$723K +$228K +1,896 +46%
CS
223
Comerica Securities
Michigan
$677K -$23.4K -195 -3%
CIM
224
Cambria Investment Management
California
$671K +$98.9K +824 +17%
AFP
225
Ausdal Financial Partners
Iowa
$654K -$215K -1,790 -25%

TLT Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2017, worth a combined $5.13B — up 13% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TLT positions and 52 closed out — a net gain of 10 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $190M. The largest seller was Royal Bank of Canada, cutting an estimated $254M.

  • 316 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $5.13B of iShares 20+ Year Treasury Bond ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 62 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2017 and 52 closed out, a net change of +10 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2017 was Quantitative Investment Management, an estimated $190M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2017.