TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

358 hedge funds and large institutions have $7.78B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
8.2%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.8%
New
60
Increased
115
Reduced
150
Closed
56
Calls
$3.61B
Puts
$4.31B
Net Calls
-$704M
Net Calls Change
-$1.17B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$628M
2
Goldman Sachs
Goldman Sachs
New York
+$318M
3
Ameriprise
Ameriprise
Minnesota
+$311M
4
Citadel Advisors
Citadel Advisors
Florida
+$166M
5
Deutsche Bank
Deutsche Bank
Germany
+$151M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$160M
2
Morgan Stanley
Morgan Stanley
New York
-$153M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$116M
5
CS
Credit Suisse
Switzerland
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$1.23M – – –
PWM
202
Perigon Wealth Management
California
$1.22M +$483K +4,120 +65%
GEM
203
Global Endowment Management
North Carolina
$1.21M – – –
CCM
204
Cobalt Capital Management
New Jersey
$1.17M +$1.17M +10,000 New
HSBC Holdings
205
HSBC Holdings
United Kingdom
$1.09M +$248K +2,111 +29%
FHC
206
First Heartland Consultants
Missouri
$1.02M -$938 -8 -0.1%
SFM
207
Signet Financial Management
New Jersey
$1.01M -$309K -2,630 -23%
DWA
208
Dorsey Wright & Associates
California
$1.01M +$1.01M +8,566 New
CCM
209
Crabel Capital Management
California
$972K -$292K -2,492 -23%
RIA
210
Regal Investment Advisors
Michigan
$957K +$957K +8,161 New
IIA
211
IPG Investment Advisors
California
$956K +$956K +8,150 New
TFF
212
The Family Firm
Maryland
$951K -$12.4K -106 -1%
Northern Trust
213
Northern Trust
Illinois
$896K +$628K +5,798 +234%
KeyBank National Association
214
KeyBank National Association
Ohio
$884K +$112K +954 +14%
MWPCG
215
Measured Wealth Private Client Group
New Hampshire
$862K +$35.2K +300 +4%
BO
216
Bach Option
Hong Kong
$852K +$852K +7,267 New
CCA
217
Checchi Capital Advisers
California
$846K +$84.1K +717 +11%
VWA
218
V Wealth Advisors
Kansas
$814K +$120K +1,011 +17%
CHAM
219
Clear Harbor Asset Management
Connecticut
$792K -$12.6K -110 -2%
CAM
220
Concorde Asset Management
Michigan
$790K -$558K -4,760 -41%
BS
221
Boenning & Scattergood
Pennsylvania
$760K -$81.9K -698 -10%
NL
222
NWAM LLC
Washington
$753K +$47.8K +408 +7%
Axa
223
Axa
France
$749K +$749K +6,385 New
BA
224
Ballew Advisors
Mississippi
$748K -$47.6K -414 -6%
OAM
225
Oppenheimer Asset Management
New York
$738K -$96.1K -820 -12%
7 8
9
10 11