We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

667 hedge funds and large institutions have $19.2B invested in iShares 20+ Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 231 increasing their positions, 192 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 93

27% more capital invested

Capital invested by funds: $15.2B → $19.2B (+$4.03B)

23% more funds holding in top 10

Funds holding in top 10: 5365 (+12)

20% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 192

11% more funds holding

Funds holding: 603667 (+64)

9.14% more ownership

Funds ownership: 90.03%99.17% (+9.1%)

54% less call options, than puts

Call options by funds: $3.52B | Put options by funds: $7.7B

Holders
667
Holders Change
+64
Holders Change %
+10.61%
% of All Funds
10.26%
Holding in Top 10
65
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.64%
% of All Funds
1%
New
166
Increased
231
Reduced
192
Closed
93
Calls
$3.52B
Puts
$7.7B
Net Calls
-$4.17B
Net Calls Change
-$910M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2B -$397M -2,696,548 -17%
Bank of America
2
Bank of America
North Carolina
$1.59B -$23M -156,167 -1%
Barclays
3
Barclays
United Kingdom
$1.58B +$1.46B +9,932,353 +1,343%
OPAM
4
Ocean Park Asset Management
California
$1.06B +$1.05B +7,148,900 New
Goldman Sachs
5
Goldman Sachs
New York
$879M +$38.7M +262,713 +5%
Morgan Stanley
6
Morgan Stanley
New York
$815M -$16.1M -109,265 -2%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$657M -$157M -1,065,314 -19%
JP Morgan Chase
8
JP Morgan Chase
New York
$650M +$545M +3,697,560 +538%
Jane Street
9
Jane Street
New York
$608M +$321M +2,176,991 +113%
NSLI
10
Nan Shan Life Insurance
Taiwan
$596M +$20.1M +136,500 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$524M -$38.4M -260,518 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$509M +$26.9M +182,212 +6%
AssetMark Inc
13
AssetMark Inc
California
$493M +$22.3M +151,425 +5%
BlackRock
14
BlackRock
New York
$442M -$12.2M -83,033 -3%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$386M +$39M +264,500 +11%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$312M +$26.1M +177,354 +9%
Rafferty Asset Management
17
Rafferty Asset Management
New York
$275M +$45.9M +311,225 +20%
MERSOM
18
Municipal Employees' Retirement System of Michigan
Michigan
$231M
UBS Group
19
UBS Group
Switzerland
$191M -$112M -757,127 -37%
AllianceBernstein
20
AllianceBernstein
Tennessee
$182M +$106M +721,920 +143%
NFA
21
Nationwide Fund Advisors
Ohio
$182M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$166M +$5.31M +36,027 +3%
SF
23
Synovus Financial
Georgia
$160M +$2.41M +16,375 +2%
AWM
24
AE Wealth Management
Kansas
$154M +$12.9M +87,222 +9%
KAM
25
Kensington Asset Management
Texas
$148M +$147M +996,550 New