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iShares 20+ Year Treasury Bond ETF

585 hedge funds and large institutions have $13.6B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 196 increasing their positions, 230 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 6284 (+22)

25% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 102

12% more call options, than puts

Call options by funds: $5.02B | Put options by funds: $4.47B

11% more capital invested

Capital invested by funds: $12.2B → $13.6B (+$1.39B)

4.71% more ownership

Funds ownership: 70.43%75.13% (+4.7%)

2% more funds holding

Funds holding: 571585 (+14)

15% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 230

Holders
585
Holders Change
+14
Holders Change %
+2.45%
% of All Funds
12.89%
Holding in Top 10
84
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+35.48%
% of All Funds
1.85%
New
127
Increased
196
Reduced
230
Closed
102
Calls
$5.02B
Puts
$4.47B
Net Calls
+$552M
Net Calls Change
+$1.58B
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
201
American Institute for Advanced Investment Management
Arizona
$3.17M +$578K +3,875 +25%
SGI
202
Swan Global Investments
Colorado
$3.17M -$178K -1,195 -6%
HB
203
Homrich & Berg
Georgia
$3.07M +$2.77M +18,602 New
HIM
204
HawsGoodwin Investment Management
Tennessee
$3.07M +$1.1M +7,361 +66%
WQ
205
Wealth Quarterback
New Jersey
$3.06M -$2.33M -15,651 -46%
SWP
206
Stratos Wealth Partners
Ohio
$3.05M +$864K +5,794 +46%
MFG
207
Menard Financial Group
Texas
$3.03M +$2.42M +16,227 +760%
KF
208
Krilogy Financial
Missouri
$3M -$460K -3,088 -14%
AFP
209
Ausdal Financial Partners
Iowa
$2.89M +$878K +5,892 +53%
AIG
210
American International Group
New York
$2.85M +$775K +5,200 +43%
RSWM
211
Robertson Stephens Wealth Management
California
$2.64M -$439K -2,945 -16%
PG
212
Prostatis Group
Maryland
$2.64M +$1.51M +10,150 +174%
CS
213
Comerica Securities
Michigan
$2.63M +$300K +2,014 +14%
AP
214
Advisors Preferred
Maryland
$2.61M -$691K -4,637 -23%
CCM
215
Canal Capital Management
Virginia
$2.6M +$2.35M +15,775 New
MA
216
Mutual Advisors
Nebraska
$2.58M -$32.9K -221 -1%
MSWM
217
Mader & Shannon Wealth Management
Missouri
$2.49M +$2.25M +15,099 New
CGA
218
Crescent Grove Advisors
Illinois
$2.47M -$164K -1,097 -7%
Creative Planning
219
Creative Planning
Kansas
$2.45M +$12.5K +84 +0.6%
SCP
220
Syntal Capital Partners
Texas
$2.44M +$2.21M +14,819 New
SHIM
221
Stone House Investment Management
Pennsylvania
$2.4M -$121K -811 -5%
SFS
222
Sowell Financial Services
Arkansas
$2.34M +$3.99M +26,744 +210%
BFIC
223
Bedell Frazier Investment Counselling
California
$2.3M -$50.5K -339 -2%
UAS
224
United Asset Strategies
New York
$2.3M -$363K -2,436 -15%
QAM
225
Q3 Asset Management
Michigan
$2.29M -$350K -2,351 -14%

TLT Hedge Fund Activity: Q1 2020 in Review

585 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2020, worth a combined $13.6B — up 11% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new TLT positions and 102 closed out — a net gain of 25 holders — while 196 added to existing stakes and 230 trimmed.

The largest buyer was Bank of America, adding an estimated $445M. The largest seller was JP Morgan Chase, cutting an estimated $989M.

  • 585 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2020, up from 571 in Q4 2019.
  • Funds reported $13.6B of iShares 20+ Year Treasury Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 127 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2020 and 102 closed out, a net change of +25 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2020 was Bank of America, an estimated $445M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $989M sold.

Based on aggregated 13F filings for Q1 2020.