iShares 20+ Year Treasury Bond ETF
344 hedge funds and large institutions have $7.14B invested in iShares 20+ Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 132 increasing their positions, 82 reducing their positions, and 41 closing their positions.
178% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 41
61% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 82
55% more funds holding in top 10
Funds holding in top 10: 40 → 62 (+22)
26% more funds holding
Funds holding: 273 → 344 (+71)
24% more capital invested
Capital invested by funds: $5.75B → $7.14B (+$1.38B)
10.65% less ownership
Funds ownership: 95.46% → 84.82% (-11%)
49% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $2.85B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$150M |
| 2 |
LPL Financial
San Diego,
California
|
+$131M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$128M |
| 4 |
Goldman Sachs
New York
|
+$121M |
| 5 |
Barclays
London,
United Kingdom
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$518M |
| 2 |
Citigroup
New York
|
-$493M |
| 3 |
Morgan Stanley
New York
|
-$101M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$63M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$61.8M |
TLT Hedge Fund Activity: Q1 2016 in Review
344 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2016, worth a combined $7.14B — up 24% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new TLT positions and 41 closed out — a net gain of 73 holders — while 132 added to existing stakes and 82 trimmed.
The largest buyer was Wells Fargo, adding an estimated $150M. The largest seller was Susquehanna International Group, cutting an estimated $518M.
- 344 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2016, up from 273 in Q4 2015.
- Funds reported $7.14B of iShares 20+ Year Treasury Bond ETF stock for Q1 2016, up 24% quarter-over-quarter.
- 114 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2016 and 41 closed out, a net change of +73 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2016 was Wells Fargo, an estimated $150M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2016 was Susquehanna International Group, an estimated $518M sold.
Based on aggregated 13F filings for Q1 2016.