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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
201
Rehmann Capital Advisory Group
Michigan
$6.72M +$997K +9,531 +18%
HH
202
Hilltop Holdings
Texas
$6.68M -$259K -2,471 -4%
IPW
203
IronBridge Private Wealth
Texas
$6.65M +$6.55M +62,554 New
ACP
204
Aveo Capital Partners
Colorado
$6.62M -$262K -2,504 -4%
OPOWM
205
One Plus One Wealth Management
Florida
$6.59M -$6.21M -59,363 -49%
SC
206
Scotia Capital
Ontario, Canada
$6.57M -$374K -3,574 -5%
CG
207
Cutler Group
California
$6.54M -$1.9M -18,192 -23%
JF
208
Joule Financial
Kentucky
$6.53M +$341K +3,262 +6%
NFG
209
Northeast Financial Group
Pennsylvania
$6.52M +$953K +9,104 +18%
SPC
210
Sigma Planning Corp
Michigan
$6.42M +$313K +2,988 +5%
CF
211
Centaurus Financial
California
$6.34M +$4.46M +42,649 +251%
SWP
212
ShoreHaven Wealth Partners
New Jersey
$6.31M +$2.76M +26,334 +80%
SI
213
Stephens Inc
Arkansas
$6.29M +$330K +3,157 +6%
MM
214
Main Management
California
$6.28M +$909K +8,691 +17%
PWM
215
Pacific Wealth Management
California
$6.15M -$2.15M -20,571 -26%
GSWM
216
Greenup Street Wealth Management
Michigan
$6.09M +$954K +9,121 +19%
Aberdeen Group
217
Aberdeen Group
United Kingdom
$5.97M -$661K -6,313 -10%
CFGS
218
Concourse Financial Group Securities
Alabama
$5.93M -$1.68M -16,014 -22%
AFA
219
AllGen Financial Advisors
Florida
$5.85M -$720K -6,883 -11%
TA
220
TFB Advisors
Kansas
$5.85M +$79.2K +757 +1%
FCM
221
Fourpath Capital Management
Oklahoma
$5.79M +$5.7M +54,443 New
CWM
222
CIBC World Markets
New York
$5.75M +$5.66M +54,100 New
WCWM
223
Wooster Corthell Wealth Management
Connecticut
$5.69M +$56.1K +536 +1%
MPM
224
MBB Public Markets
Illinois
$5.64M +$1.26M +12,000 +29%
DC
225
Davenport & Co
Virginia
$5.61M +$1.75M +16,762 +47%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.