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iShares 20+ Year Treasury Bond ETF

1,116 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 429 increasing their positions, 433 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 127

20% more call options, than puts

Call options by funds: $9.87B | Put options by funds: $8.23B

1% more funds holding

Funds holding: 1,1011,116 (+15)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 433

6.39% less ownership

Funds ownership: 81.03%74.64% (-6.4%)

14% less capital invested

Capital invested by funds: $41.7B → $36B (-$5.72B)

22% less funds holding in top 10

Funds holding in top 10: 144113 (-31)

Holders
1,116
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
16.08%
Holding in Top 10
113
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-21.53%
% of All Funds
1.63%
New
162
Increased
429
Reduced
433
Closed
127
Calls
$9.87B
Puts
$8.23B
Net Calls
+$1.63B
Net Calls Change
-$2.74B
Name Holding Trade Value Shares
Change
Change in
Stake
BS
201
Banco Santander
Spain
$10.1M +$9.77M +103,258 +2,647%
Creative Planning
202
Creative Planning
Kansas
$10.1M -$660K -6,983 -6%
PCM
203
Penserra Capital Management
California
$9.95M +$9.95M +105,160 New
HI
204
Horizon Investments
North Carolina
$9.94M -$1.68M -17,794 -14%
RWPA
205
Richard W. Paul & Associates
Michigan
$9.93M +$436K +4,606 +5%
Marshall Wace
206
Marshall Wace
United Kingdom
$9.91M -$10.2M -108,294 -51%
MCCA
207
Mill Creek Capital Advisors
Pennsylvania
$9.86M +$9.63M +101,860 +4,303%
VAS
208
Vestmark Advisory Solutions
Massachusetts
$9.85M +$9.37M +99,099 +1,992%
SF
209
Summit Financial
New Jersey
$9.68M +$3.22M +33,996 +50%
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$9.59M -$52.6M -556,590 -85%
CC
211
Cultivar Capital
Texas
$9.58M +$366K +3,871 +4%
MAG
212
MRA Advisory Group
New Jersey
$9.57M +$9.57M +101,173 New
ACM
213
Arlington Capital Management
Illinois
$9.43M +$9.43M +99,655 New
PP
214
Prudential plc
United Kingdom
$9.4M -$29.5M -312,197 -76%
PWM
215
Palumbo Wealth Management
New York
$9.17M +$139K +1,469 +2%
BCM
216
Basswood Capital Management
New York
$9.1M
SG Americas Securities
217
SG Americas Securities
New York
$9.05M +$7.6M +80,383 +526%
SB
218
Strategic Blueprint
Georgia
$8.98M +$746K +7,888 +9%
BCI
219
Brinker Capital Investments
Pennsylvania
$8.75M -$1.92M -20,275 -18%
OPS
220
Orion Portfolio Solutions
Nebraska
$8.75M -$1.92M -20,275 -18%
KWM
221
Kingsview Wealth Management
Oregon
$8.68M +$104K +1,099 +1%
AIA
222
Alternative Investment Advisors
Florida
$8.61M -$274K -2,895 -3%
GWM
223
Geneos Wealth Management
Colorado
$8.58M -$1.47M -15,570 -15%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$8.58M -$1.44M -15,183 -14%
RIM
225
Redwood Investment Management
Arizona
$8.55M -$1.07M -11,359 -11%

TLT Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 14% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 429 added to existing stakes and 433 trimmed.

The largest buyer was GFG Capital, adding an estimated $696M. The largest seller was Morgan Stanley, cutting an estimated $2.86B.

  • 1,116 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,101 in Q4 2023.
  • Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was GFG Capital, an estimated $696M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.86B sold.

Based on aggregated 13F filings for Q1 2024.