iShares 20+ Year Treasury Bond ETF
273 hedge funds and large institutions have $5.75B invested in iShares 20+ Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 47 closing their positions.
111% more call options, than puts
Call options by funds: $4.31B | Put options by funds: $2.04B
21% more funds holding in top 10
Funds holding in top 10: 33 → 40 (+7)
19% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 47
15% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 88
6.47% more ownership
Funds ownership: 88.99% → 95.46% (+6.5%)
3% more funds holding
Funds holding: 266 → 273 (+7)
1% less capital invested
Capital invested by funds: $5.79B → $5.75B (-$39.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$201M |
| 2 |
Goldman Sachs
New York
|
+$108M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$86.5M |
| 4 |
Citigroup
New York
|
+$84.8M |
| 5 |
PP
Pension Partners
New York
|
+$58.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$137M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$129M |
| 3 |
AAM
American Asset Management
Boca Raton,
Florida
|
-$84.8M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$77.3M |
| 5 |
B
Bailard
Foster City,
California
|
-$60.9M |
TLT Hedge Fund Activity: Q4 2015 in Review
273 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2015, worth a combined $5.75B — down 0.68% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new TLT positions and 47 closed out — a net gain of 9 holders — while 101 added to existing stakes and 88 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $201M. The largest seller was Morgan Stanley, cutting an estimated $137M.
- 273 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2015, up from 266 in Q3 2015.
- Funds reported $5.75B of iShares 20+ Year Treasury Bond ETF stock for Q4 2015, down 0.68% quarter-over-quarter.
- 56 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2015 and 47 closed out, a net change of +9 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2015 was WBI Investments, an estimated $201M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2015 was Morgan Stanley, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2015.