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iShares 20+ Year Treasury Bond ETF

571 hedge funds and large institutions have $12.2B invested in iShares 20+ Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 80

31% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 167

11% more funds holding

Funds holding: 515571 (+56)

2.39% more ownership

Funds ownership: 68.04%70.43% (+2.4%)

3% less capital invested

Capital invested by funds: $12.6B → $12.2B (-$406M)

19% less funds holding in top 10

Funds holding in top 10: 7762 (-15)

21% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $4.82B

Holders
571
Holders Change
+56
Holders Change %
+10.87%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-19.48%
% of All Funds
1.22%
New
141
Increased
218
Reduced
167
Closed
80
Calls
$3.8B
Puts
$4.82B
Net Calls
-$1.02B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
201
Okabena Investment Services
Minnesota
$2.91M +$2.99M +21,505 New
BIA
202
Barry Investment Advisors
Massachusetts
$2.9M +$335K +2,406 +13%
KF
203
Krilogy Financial
Missouri
$2.89M +$96.2K +691 +3%
SF
204
Synovus Financial
Georgia
$2.87M +$119K +853 +4%
PAMU
205
Pictet Asset Management (UK)
United Kingdom
$2.78M -$2.78M -19,985 -49%
AP
206
Advisors Preferred
Maryland
$2.77M -$435K -3,127 -13%
SGI
207
Swan Global Investments
Colorado
$2.76M +$13.2K +95 +0.5%
MAFM
208
Mid Atlantic Financial Management
Pennsylvania
$2.72M +$381K +2,738 +16%
HIP
209
Harrell Investment Partners
Texas
$2.71M +$2.78M +19,983 New
SC
210
Schoolcraft Capital
Colorado
$2.67M +$24.1K +173 +0.9%
RSWM
211
Robertson Stephens Wealth Management
California
$2.57M +$1.04M +7,447 +65%
BRWA
212
B. Riley Wealth Advisors
Florida
$2.51M +$1.36M +9,759 +111%
WB
213
WesBanco Bank
West Virginia
$2.45M +$193K +1,387 +8%
TC
214
Trilogy Capital
California
$2.45M -$239K -1,719 -9%
Prudential Financial
215
Prudential Financial
New Jersey
$2.43M +$467K +3,358 +23%
FPGK
216
Financial Partners Group (Kansas)
Kansas
$2.38M +$231K +1,660 +11%
IAA
217
Independent Advisor Alliance
North Carolina
$2.36M +$2.43M +17,451 New
First Trust Advisors
218
First Trust Advisors
Illinois
$2.36M -$8.77K -63 -0.4%
JWCA
219
J.W. Cole Advisors
Florida
$2.33M +$2.39M +17,164 New
MCM
220
Makena Capital Management
California
$2.28M +$2.35M +16,851 New
AWA
221
Arkadios Wealth Advisors
Georgia
$2.25M +$2.17M +15,601 New
NFP
222
Narus Financial Partners
Utah
$2.23M +$545K +3,916 +31%
XS
223
XR Securities
Illinois
$2.23M -$1.48M -10,620 -39%
PIM
224
Parker Investment Management
California
$2.22M -$75.7K -544 -3%
UAS
225
United Asset Strategies
New York
$2.22M +$361K +2,590 +19%

TLT Hedge Fund Activity: Q4 2019 in Review

571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2019, worth a combined $12.2B — down 3.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TLT positions and 80 closed out — a net gain of 61 holders — while 218 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.04B. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 571 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2019, up from 515 in Q3 2019.
  • Funds reported $12.2B of iShares 20+ Year Treasury Bond ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
  • 141 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2019 and 80 closed out, a net change of +61 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $1.04B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2019 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2019.