iShares 20+ Year Treasury Bond ETF
586 hedge funds and large institutions have $12.9B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 190 increasing their positions, 241 reducing their positions, and 150 closing their positions.
2.56% more ownership
Funds ownership: 85.75% → 88.3% (+2.6%)
2% less funds holding in top 10
Funds holding in top 10: 48 → 47 (-1)
8% less funds holding
Funds holding: 637 → 586 (-51)
21% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 241
21% less capital invested
Capital invested by funds: $16.4B → $12.9B (-$3.51B)
29% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 150
48% less call options, than puts
Call options by funds: $3.72B | Put options by funds: $7.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$420M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$272M |
| 3 |
Goldman Sachs
New York
|
+$239M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$178M |
| 5 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.13B |
| 2 |
Barclays
London,
United Kingdom
|
-$834M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$225M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
-$168M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$88.7M |
TLT Hedge Fund Activity: Q1 2021 in Review
586 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2021, worth a combined $12.9B — down 21% from $16.4B a quarter earlier.
Sellers outnumbered buyers: 150 funds closed out of TLT and 106 opened new positions — a net loss of 44 holders — while 241 trimmed existing stakes and 190 added.
The largest buyer was TD Asset Management, adding an estimated $420M. The largest seller was JP Morgan Chase, cutting an estimated $1.13B.
- 586 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2021, down from 637 in Q4 2020.
- Funds reported $12.9B of iShares 20+ Year Treasury Bond ETF stock for Q1 2021, down 21% quarter-over-quarter.
- 106 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2021 and 150 closed out, a net change of -44 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2021 was TD Asset Management, an estimated $420M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2021 was JP Morgan Chase, an estimated $1.13B sold.
Based on aggregated 13F filings for Q1 2021.