TLT icon

iShares 20+ Year Treasury Bond ETF

922 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 415 increasing their positions, 243 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+58
Holders Change %
+6.71%
% of All Funds
14.7%
Holding in Top 10
103
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.74%
% of All Funds
1.64%
New
194
Increased
415
Reduced
243
Closed
125
Calls
$12.8B
Puts
$4.38B
Net Calls
+$8.46B
Net Calls Change
+$806M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
201
Shelton Wealth Management
Texas
$8.6M +$742K +8,369 +9%
HFA
202
High Falls Advisors
New York
$8.59M +$8.13M +91,648 +1,752%
BCM
203
Basswood Capital Management
New York
$8.52M
NFG
204
Northeast Financial Group
Pennsylvania
$8.52M +$1.04M +11,731 +14%
SPIA
205
Steward Partners Investment Advisory
New York
$8.51M +$1.24M +13,986 +17%
MWM
206
MY Wealth Management
Maryland
$8.44M +$710 +8 +0%
PAG
207
Private Advisor Group
New Jersey
$8.42M +$464K +5,230 +6%
FA
208
Fermata Advisors
California
$8.4M +$5.16M +58,193 +159%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$8.33M -$207M -1,067,497 -96%
Wealthfront Advisers
210
Wealthfront Advisers
California
$8.23M +$5.07M +57,186 +161%
KFS
211
Kelly Financial Services
Massachusetts
$8.12M +$7.39M +83,360 +1,014%
MBTD
212
Mechanics Bank - Trust Department
California
$8.11M +$930K +10,483 +13%
TAM
213
Terrapin Asset Management
Florida
$7.98M +$4.43M +50,000 +125%
SG Americas Securities
214
SG Americas Securities
New York
$7.86M -$646K -7,287 -8%
CFGS
215
Concourse Financial Group Securities
Alabama
$7.81M +$2.76M +31,124 +55%
KV
216
Kickstand Ventures
New York
$7.8M +$7.8M +87,926 New
GC
217
GFG Capital
Florida
$7.79M +$7.79M +87,787 New
Corient Private Wealth
218
Corient Private Wealth
Florida
$7.73M +$4.16M +46,885 +116%
WFI
219
West Family Investments
California
$7.62M +$7.62M +71,489 New
Neuberger Berman Group
220
Neuberger Berman Group
New York
$7.53M -$7.51M -84,926 -50%
CC
221
Carrhae Capital
United Kingdom
$7.51M +$7.51M +84,631 New
SHJ
222
Sharkey, Howes & Javer
Colorado
$7.45M +$7.45M +84,027 New
First Trust Advisors
223
First Trust Advisors
Illinois
$7.43M +$1.73M +19,546 +30%
FNC
224
First National Corp
Massachusetts
$7.35M -$819K -9,232 -10%
SXL
225
Summit X LLC
Missouri
$7.32M +$3.4M +38,279 +87%