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iShares 20+ Year Treasury Bond ETF

603 hedge funds and large institutions have $15.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 4253 (+11)

5% more funds holding

Funds holding: 574603 (+29)

5% more capital invested

Capital invested by funds: $14.5B → $15.2B (+$729M)

6% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 210

5.69% less ownership

Funds ownership: 95.72%90.03% (-5.7%)

41% less call options, than puts

Call options by funds: $4.73B | Put options by funds: $7.99B

Holders
603
Holders Change
+29
Holders Change %
+5.05%
% of All Funds
10.56%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.93%
New
108
Increased
198
Reduced
210
Closed
65
Calls
$4.73B
Puts
$7.99B
Net Calls
-$3.26B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Crabel Capital Management
California
$2.71M -$4.02M -27,073 -59%
CFA
202
Carroll Financial Associates
North Carolina
$2.69M +$2.76M +18,595 +36,461%
SGI
203
Swan Global Investments
Colorado
$2.68M
WI
204
Wintrust Investments
Illinois
$2.65M -$19.6K -132 -0.7%
LWM
205
Liberty Wealth Management
California
$2.62M +$1.63M +10,947 +155%
Vontobel Holding
206
Vontobel Holding
Switzerland
$2.61M +$1.32M +8,915 +97%
TI
207
Tidal Investments
Wisconsin
$2.6M -$20.8M -140,065 -89%
ASN
208
Advisory Services Network
Georgia
$2.6M +$1.77M +11,951 +197%
ACM
209
Ascendant Capital Management
California
$2.6M +$2.67M +18,000 New
BA
210
Ballast Advisors
Minnesota
$2.59M +$240K +1,616 +10%
FEG
211
Fund Evaluation Group
Ohio
$2.58M -$1.22M -8,243 -32%
SCM
212
Symons Capital Management
Pennsylvania
$2.55M -$393K -2,650 -13%
KCM
213
Kornitzer Capital Management
Kansas
$2.51M +$486K +3,276 +23%
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$2.48M +$698K +4,703 +38%
BC
215
Brookfield Corp
Ontario, Canada
$2.47M +$2.54M +17,132 New
AAIM
216
American Assets Investment Management
California
$2.45M
HI
217
Harbour Investments
Wisconsin
$2.42M +$785K +5,284 +46%
SWM
218
Spire Wealth Management
Virginia
$2.36M -$244K -1,645 -9%
TA
219
Tectonic Advisors
Texas
$2.36M -$514K -3,461 -17%
WA
220
WBH Advisory
Maryland
$2.36M +$2.42M +16,323 New
IWP
221
Icon Wealth Partners
Texas
$2.34M +$1.42M +9,555 +143%
SWA
222
Stratos Wealth Advisors
Ohio
$2.28M +$2.35M +15,816 New
PSUF
223
People's United Financial
Connecticut
$2.28M -$1.11M -7,500 -32%
XS
224
XR Securities
Illinois
$2.28M +$591K +3,983 +34%
RC
225
Rovin Capital
Arizona
$2.27M -$5.05K -34 -0.2%

TLT Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2021, worth a combined $15.2B — up 5% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TLT positions and 65 closed out — a net gain of 43 holders — while 198 added to existing stakes and 210 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $577M. The largest seller was Goldman Sachs, cutting an estimated $928M.

  • 603 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $15.2B of iShares 20+ Year Treasury Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 108 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2021 and 65 closed out, a net change of +43 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2021 was Nan Shan Life Insurance, an estimated $577M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2021 was Goldman Sachs, an estimated $928M sold.

Based on aggregated 13F filings for Q3 2021.