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iShares 20+ Year Treasury Bond ETF

659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 197

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

4% more call options, than puts

Call options by funds: $6.52B | Put options by funds: $6.25B

1% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 133

1% less funds holding

Funds holding: 667659 (-8)

15% less capital invested

Capital invested by funds: $19.2B → $16.3B (-$2.97B)

16.11% less ownership

Funds ownership: 99.17%83.06% (-16%)

Holders
659
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
1.07%
New
132
Increased
254
Reduced
197
Closed
133
Calls
$6.52B
Puts
$6.25B
Net Calls
+$273M
Net Calls Change
+$4.45B
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
201
Baird Financial Group
Wisconsin
$3.89M -$445K -3,229 -10%
PFA
202
Pettinga Financial Advisors
Indiana
$3.85M +$299K +2,169 +8%
CLOS
203
Compagnie Lombard Odier SCmA
Switzerland
$3.81M +$356K +2,579 +10%
SRG
204
SBB Research Group
Illinois
$3.73M +$64.3K +466 +2%
SPIA
205
Steward Partners Investment Advisory
New York
$3.72M +$1.16M +8,414 +43%
ACM
206
Antonetti Capital Management
Florida
$3.71M -$3.45K -25 -0.1%
CCMG
207
Clark Capital Management Group
Pennsylvania
$3.68M +$3.84M +27,859 New
USCWA
208
U.S. Capital Wealth Advisors
Texas
$3.66M +$2.89M +20,917 +309%
AFP
209
Ausdal Financial Partners
Iowa
$3.64M +$1.2M +8,669 +46%
CW
210
Connectus Wealth
Ohio
$3.61M +$3.36M +24,344 New
SS
211
Sunbelt Securities
Texas
$3.6M +$1.78M +12,903 +89%
MWA
212
Moser Wealth Advisors
Washington
$3.6M +$95.2K +690 +3%
BC
213
Burleson & Co
California
$3.53M +$3.55M +25,732 +2,573%
UWM
214
Udine Wealth Management
Florida
$3.5M +$3.66M +26,522 New
AWM
215
Avondale Wealth Management
Texas
$3.47M -$1.05M -7,637 -23%
GWA
216
GGM Wealth Advisors
Maryland
$3.46M +$4M +28,985 New
TMC
217
Trellus Management Company
Florida
$3.35M +$2.71M +19,647 +345%
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
$3.33M +$2.9M +21,054 +506%
LCM
219
Lynwood Capital Management
Ontario, Canada
$3.3M +$3.45M +25,000 New
SC
220
Sepio Capital
Utah
$3.3M +$3.45M +24,994 New
VF
221
Vista Finance
Missouri
$3.24M -$168K -1,220 -5%
MWM
222
Maripau Wealth Management
Indiana
$3.21M -$819K -5,937 -18%
LWM
223
Liberty Wealth Management
California
$3.17M +$3.39M +24,608 New
HCA
224
Heck Capital Advisors
Wisconsin
$3.16M +$3.3M +23,932 New
SHWM
225
Silicon Hills Wealth Management
Texas
$3.15M -$9.46M -68,596 -74%

TLT Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 15% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TLT and 132 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 254 added.

The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.

  • 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
  • Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 132 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of -1 holder.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2022.