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iShares 20+ Year Treasury Bond ETF

200 hedge funds and large institutions have $5.66B invested in iShares 20+ Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

9% more funds holding

Funds holding: 183200 (+17)

2% less capital invested

Capital invested by funds: $5.78B → $5.66B (-$122M)

6% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.65B

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

28.99% less ownership

Funds ownership: 177.57%148.58% (-29%)

Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
45
Increased
59
Reduced
74
Closed
28
Calls
$1.56B
Puts
$1.65B
Net Calls
-$90.8M
Net Calls Change
+$362M

TLT Hedge Fund Activity: Q2 2014 in Review

200 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q2 2014, worth a combined $5.66B — down 2.1% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TLT positions and 28 closed out — a net gain of 17 holders — while 59 added to existing stakes and 74 trimmed.

The largest buyer was Citigroup, adding an estimated $295M. The largest seller was Goldman Sachs, cutting an estimated $268M.

  • 200 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q2 2014, up from 183 in Q1 2014.
  • Funds reported $5.66B of iShares 20+ Year Treasury Bond ETF stock for Q2 2014, down 2.1% quarter-over-quarter.
  • 45 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q2 2014 and 28 closed out, a net change of +17 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q2 2014 was Citigroup, an estimated $295M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q2 2014 was Goldman Sachs, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2014.