iShares 20+ Year Treasury Bond ETF
212 hedge funds and large institutions have $5.56B invested in iShares 20+ Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 25 closing their positions.
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
13% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 71
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
6% more funds holding
Funds holding: 200 → 212 (+12)
2% less capital invested
Capital invested by funds: $5.66B → $5.56B (-$105M)
17.37% less ownership
Funds ownership: 148.58% → 131.21% (-17%)
20% less call options, than puts
Call options by funds: $1.34B | Put options by funds: $1.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$93.7M |
| 2 |
Morgan Stanley
New York
|
+$84.4M |
| 3 |
MSU
Mizuho Securities USA
New York
|
+$80.5M |
| 4 |
SG Americas Securities
New York
|
+$67.7M |
| 5 |
B
Bailard
Foster City,
California
|
+$62.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$681M |
| 2 |
JP Morgan Chase
New York
|
-$127M |
| 3 |
PP
Pension Partners
New York
|
-$66.7M |
| 4 |
Citigroup
New York
|
-$40.2M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$34M |
TLT Hedge Fund Activity: Q3 2014 in Review
212 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2014, worth a combined $5.56B — down 1.9% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new TLT positions and 25 closed out — a net gain of 13 holders — while 80 added to existing stakes and 71 trimmed.
The largest buyer was Bank of America, adding an estimated $93.7M. The largest seller was Susquehanna International Group, cutting an estimated $681M.
- 212 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2014, up from 200 in Q2 2014.
- Funds reported $5.56B of iShares 20+ Year Treasury Bond ETF stock for Q3 2014, down 1.9% quarter-over-quarter.
- 38 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2014 and 25 closed out, a net change of +13 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2014 was Bank of America, an estimated $93.7M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2014 was Susquehanna International Group, an estimated $681M sold.
Based on aggregated 13F filings for Q3 2014.