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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
201
Financial Enhancement Group
Indiana
$1.41M
CCA
202
Checchi Capital Advisers
California
$1.39M +$489K +4,227 +59%
MA
203
Mutual Advisors
Nebraska
$1.39M -$125K -1,076 -9%
SWP
204
Stratos Wealth Partners
Ohio
$1.39M +$1.16K +10 +0.1%
IFS
205
Ifrah Financial Services
Arkansas
$1.38M -$41.8K -361 -3%
ACP
206
Aveo Capital Partners
Colorado
$1.34M -$56.9K -492 -4%
SBA
207
Secrest Blakey & Associates
North Carolina
$1.34M +$37.4K +323 +3%
BAS
208
Brown Advisory Securities
Maryland
$1.34M -$746K -6,448 -37%
BWA
209
BDO Wealth Advisors
Florida
$1.33M +$1.26M +10,925 New
BAM
210
Belpointe Asset Management
Nevada
$1.32M -$4.07M -35,126 -76%
HIS
211
Harvest Investment Services
Illinois
$1.29M +$1.24M +10,708 New
RIA
212
Regal Investment Advisors
Michigan
$1.29M +$286K +2,475 +30%
IWS
213
Insight Wealth Strategies
California
$1.28M +$1.22M +10,549 New
FHB
214
First Hawaiian Bank
Hawaii
$1.27M +$1.21M +10,462 New
DCM
215
Disciplina Capital Management
Tennessee
$1.26M +$1.2M +10,360 New
LPC
216
Loeb Partners Corp
New York
$1.22M +$1.16M +10,000 New
NFG
217
Next Financial Group
Texas
$1.21M +$958K +8,279 +490%
VWA
218
V Wealth Advisors
Kansas
$1.2M +$362K +3,126 +46%
AWA
219
AmeriServ Wealth Advisors
Pennsylvania
$1.2M +$1.14M +9,883 New
PPSG
220
Princeton Portfolio Strategies Group
New Jersey
$1.18M +$1.12M +9,680 New
TC
221
Telemus Capital
Michigan
$1.15M -$372K -3,215 -25%
FHC
222
First Heartland Consultants
Missouri
$1.1M +$39.8K +344 +4%
APA
223
American Portfolios Advisors
New York
$1.06M +$935K +8,078 +1,199%
CL
224
Cabana LLC
Arkansas
$1.04M -$4.1M -35,421 -81%
BCP
225
Blackhawk Capital Partners
Wisconsin
$1.02M +$970K +8,378 New

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.