iShares 20+ Year Treasury Bond ETF
928 hedge funds and large institutions have $27.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 416 increasing their positions, 244 reducing their positions, and 127 closing their positions.
193% more call options, than puts
Call options by funds: $12.8B | Put options by funds: $4.38B
70% more repeat investments, than reductions
Existing positions increased: 416 | Existing positions reduced: 244
54% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 127
7% more funds holding
Funds holding: 870 → 928 (+58)
0.43% less ownership
Funds ownership: 73.84% → 73.41% (-0.43%)
3% less capital invested
Capital invested by funds: $28.9B → $27.9B (-$919M)
2% less funds holding in top 10
Funds holding in top 10: 107 → 105 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$891M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$888M |
| 3 |
Morgan Stanley
New York
|
+$625M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$456M |
| 5 |
BlackRock
New York
|
+$456M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$559M |
| 2 |
Barclays
London,
United Kingdom
|
-$548M |
| 3 |
AssetMark Inc
Concord,
California
|
-$432M |
| 4 |
JP Morgan Chase
New York
|
-$355M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$290M |
TLT Hedge Fund Activity: Q3 2023 in Review
928 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q3 2023, worth a combined $27.9B — down 3.2% from $28.9B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new TLT positions and 127 closed out — a net gain of 69 holders — while 416 added to existing stakes and 244 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $891M. The largest seller was Fidelity Investments, cutting an estimated $559M.
- 928 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q3 2023, up from 870 in Q2 2023.
- Funds reported $27.9B of iShares 20+ Year Treasury Bond ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
- 196 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q3 2023 and 127 closed out, a net change of +69 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $891M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q3 2023 was Fidelity Investments, an estimated $559M sold.
Based on aggregated 13F filings for Q3 2023.