iShares 20+ Year Treasury Bond ETF
659 hedge funds and large institutions have $16.3B invested in iShares 20+ Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 254 increasing their positions, 197 reducing their positions, and 133 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 197
5% more funds holding in top 10
Funds holding in top 10: 65 → 68 (+3)
4% more call options, than puts
Call options by funds: $6.52B | Put options by funds: $6.25B
0% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 133
1% less funds holding
Funds holding: 667 → 659 (-8)
15.68% less ownership
Funds ownership: 98.44% → 82.76% (-16%)
17% less capital inflows, than outflows
Capital inflows: $5.28B | Capital outflows: $6.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.86B |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$435M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$359M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$281M |
| 5 |
Deer Park Road Corp
Steamboat Springs,
Colorado
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ocean Park Asset Management
Santa Monica,
California
|
-$1.06B |
| 2 |
Goldman Sachs
New York
|
-$765M |
| 3 |
Barclays
London,
United Kingdom
|
-$654M |
| 4 |
JP Morgan Chase
New York
|
-$515M |
| 5 |
AssetMark Inc
Concord,
California
|
-$403M |
TLT Hedge Fund Activity: Q1 2022 in Review
659 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2022, worth a combined $16.3B — down 16% from $19.3B a quarter earlier.
Fund positioning in TLT was balanced in Q1 2022: 133 funds opened new positions, 133 closed out, 254 added to existing stakes and 197 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.86B. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.06B sold.
- 659 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2022, down from 667 in Q4 2021.
- Funds reported $16.3B of iShares 20+ Year Treasury Bond ETF stock for Q1 2022, down 16% quarter-over-quarter.
- 133 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2022 and 133 closed out, a net change of 0 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $1.86B added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2022 was Ocean Park Asset Management, an estimated $1.06B sold.
Based on aggregated 13F filings for Q1 2022.