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iShares 20+ Year Treasury Bond ETF

588 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 220 increasing their positions, 214 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $13.6B → $15.2B (+$1.67B)

7.34% more ownership

Funds ownership: 75.13%82.47% (+7.3%)

8% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 96

3% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 214

1% more funds holding

Funds holding: 585588 (+3)

3% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $3.85B

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

Holders
588
Holders Change
+3
Holders Change %
+0.51%
% of All Funds
12.06%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.35%
New
104
Increased
220
Reduced
214
Closed
96
Calls
$3.75B
Puts
$3.85B
Net Calls
-$97.1M
Net Calls Change
-$649M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
201
Icon Wealth Partners
Texas
$3.41M +$1.76M +10,673 +105%
HHAM
202
HITE Hedge Asset Management
Massachusetts
$3.38M +$3.4M +20,634 New
FVWA
203
Foster Victor Wealth Advisors
South Carolina
$3.34M -$1.63M -9,898 -33%
IIA
204
IPG Investment Advisors
California
$3.33M +$1.61M +9,809 +93%
ED
205
Exane Derivatives
France
$3.33M +$3.03M +18,405 +968%
AIFAIM
206
American Institute for Advanced Investment Management
Arizona
$3.31M +$160K +972 +5%
IC
207
Innealta Capital
Texas
$3.28M +$3.29M +19,998 New
CWG
208
Cornerstone Wealth Group
North Carolina
$3.24M +$2.54M +15,442 +359%
SCP
209
Syntal Capital Partners
Texas
$3.19M +$759K +4,611 +31%
IA
210
IndexIQ Advisors
New York
$3.09M -$5.2M -31,590 -63%
HR
211
Hayden Royal
North Carolina
$3.03M -$1.12M -6,814 -26%
Creative Planning
212
Creative Planning
Kansas
$3.01M +$581K +3,532 +24%
FFN
213
Focus Financial Network
Minnesota
$2.98M +$2.99M +18,189 New
HIM
214
HawsGoodwin Investment Management
Tennessee
$2.97M -$76.6K -465 -3%
DIM
215
Delta Investment Management
California
$2.9M -$1.97M -11,957 -40%
CGFA
216
Colton Groome Financial Advisors
North Carolina
$2.9M +$1.41M +8,571 +94%
FIA
217
Foundations Investment Advisors
Arizona
$2.87M -$117M -708,133 -98%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$2.87M +$751K +4,563 +35%
SWP
219
Stratos Wealth Partners
Ohio
$2.87M -$163K -989 -5%
SGI
220
Swan Global Investments
Colorado
$2.85M -$296K -1,800 -9%
5L
221
55I LLC
Massachusetts
$2.8M +$1.82M +11,067 +185%
MTC
222
Matrix Trust Company
Colorado
$2.77M +$2.66M +16,143 +2,239%
KF
223
Krilogy Financial
Missouri
$2.68M -$303K -1,839 -10%
LWPC
224
Legacy Wealth Partners (California)
California
$2.66M -$4.68M -28,424 -64%
UAS
225
United Asset Strategies
New York
$2.64M +$356K +2,160 +15%

TLT Hedge Fund Activity: Q2 2020 in Review

588 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2020, worth a combined $15.2B — up 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new TLT positions and 96 closed out — a net gain of 8 holders — while 220 added to existing stakes and 214 trimmed.

The largest buyer was Barclays, adding an estimated $363M. The largest seller was Bridgewater Associates, exiting entirely with an estimated $279M sold.

  • 588 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2020, up from 585 in Q1 2020.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2020 and 96 closed out, a net change of +8 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2020 was Barclays, an estimated $363M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2020 was Bridgewater Associates, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2020.