iShares 20+ Year Treasury Bond ETF
1,107 hedge funds and large institutions have $37.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 320 funds opening new positions, 449 increasing their positions, 276 reducing their positions, and 130 closing their positions.
177% more capital inflows, than outflows
Capital inflows: $9.8B | Capital outflows: $3.52B
146% more first-time investments, than exits
New positions opened: 320 | Existing positions closed: 130
63% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 276
51% more call options, than puts
Call options by funds: $13B | Put options by funds: $8.66B
38% more funds holding in top 10
Funds holding in top 10: 105 → 145 (+40)
19% more funds holding
Funds holding: 928 → 1,107 (+179)
0.3% more ownership
Funds ownership: 73.41% → 73.7% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rafferty Asset Management
New York
|
+$1.89B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.04B |
| 3 |
Jane Street
New York
|
+$551M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$460M |
| 5 |
AssetMark Inc
Concord,
California
|
+$396M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$782M |
| 2 |
Citigroup
New York
|
-$468M |
| 3 |
Bramshill Investments
Naples,
Florida
|
-$194M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$140M |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$136M |
TLT Hedge Fund Activity: Q4 2023 in Review
1,107 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2023, worth a combined $37.9B — up 36% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 320 funds opened new TLT positions and 130 closed out — a net gain of 190 holders — while 449 added to existing stakes and 276 trimmed.
The largest buyer was Rafferty Asset Management, adding an estimated $1.89B. The largest seller was Susquehanna International Group, cutting an estimated $782M.
- 1,107 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2023, up from 928 in Q3 2023.
- Funds reported $37.9B of iShares 20+ Year Treasury Bond ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 320 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2023 and 130 closed out, a net change of +190 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2023 was Rafferty Asset Management, an estimated $1.89B added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2023 was Susquehanna International Group, an estimated $782M sold.
Based on aggregated 13F filings for Q4 2023.