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iShares 20+ Year Treasury Bond ETF

806 hedge funds and large institutions have $24.4B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 208 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 208

73% more call options, than puts

Call options by funds: $7.13B | Put options by funds: $4.11B

44% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 110

21% more capital invested

Capital invested by funds: $20.2B → $24.4B (+$4.27B)

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

4% more funds holding

Funds holding: 775806 (+31)

0.48% more ownership

Funds ownership: 73.92%74.4% (+0.48%)

Holders
806
Holders Change
+31
Holders Change %
+4%
% of All Funds
12.84%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
1.59%
New
158
Increased
365
Reduced
208
Closed
110
Calls
$7.13B
Puts
$4.11B
Net Calls
+$3.02B
Net Calls Change
-$769M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.01B +$980M +9,361,766 +33%
Morgan Stanley
2
Morgan Stanley
New York
$2.96B -$105M -1,004,073 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.32B +$142M +1,352,500 +12%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$938M -$52.5M -501,943 -5%
Rafferty Asset Management
5
Rafferty Asset Management
New York
$893M +$323M +3,090,763 +58%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$695M +$155M +1,485,371 +29%
Goldman Sachs
7
Goldman Sachs
New York
$666M +$244M +2,331,554 +59%
BlackRock
8
BlackRock
New York
$653M +$57.8M +551,952 +10%
UBS Group
9
UBS Group
Switzerland
$597M +$28.4M +271,490 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$591M +$380M +3,629,903 +188%
Barclays
11
Barclays
United Kingdom
$511M +$102M +974,026 +25%
AssetMark Inc
12
AssetMark Inc
California
$499M +$12.9M +123,405 +3%
Jane Street
13
Jane Street
New York
$462M +$441M +4,216,332 +3,240%
NSLI
14
Nan Shan Life Insurance
Taiwan
$428M
Wells Fargo
15
Wells Fargo
California
$423M +$120M +1,142,839 +40%
Ameriprise
16
Ameriprise
Minnesota
$326M +$117M +1,117,763 +57%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$263M +$150M +1,430,310 +137%
AWM
18
AE Wealth Management
Kansas
$240M +$141M +1,351,330 +149%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$239M +$18.6M +177,500 +9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$220M +$36.6M +350,228 +20%
Citigroup
21
Citigroup
New York
$216M +$62M +592,907 +41%
LPL Financial
22
LPL Financial
California
$213M +$43.6M +416,532 +26%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$207M +$46.9M +447,837 +30%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$197M +$153M +1,458,430 +373%
RJA
25
Raymond James & Associates
Florida
$188M +$66M +630,435 +55%

TLT Hedge Fund Activity: Q1 2023 in Review

806 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2023, worth a combined $24.4B — up 21% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new TLT positions and 110 closed out — a net gain of 48 holders — while 365 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $980M. The largest seller was Moore Capital Management, exiting entirely with an estimated $381M sold.

  • 806 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2023, up from 775 in Q4 2022.
  • Funds reported $24.4B of iShares 20+ Year Treasury Bond ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 158 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2023 and 110 closed out, a net change of +48 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2023 was Bank of America, an estimated $980M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2023 was Moore Capital Management, an estimated $381M sold.

Based on aggregated 13F filings for Q1 2023.