iShares 20+ Year Treasury Bond ETF
1,121 hedge funds and large institutions have $36B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 433 increasing their positions, 433 reducing their positions, and 127 closing their positions.
28% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 127
20% more call options, than puts
Call options by funds: $9.87B | Put options by funds: $8.23B
1% more funds holding
Funds holding: 1,106 → 1,121 (+15)
0.95% more ownership
Funds ownership: 73.7% → 74.65% (+0.95%)
0% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 433
5% less capital invested
Capital invested by funds: $37.9B → $36B (-$1.91B)
21% less funds holding in top 10
Funds holding in top 10: 145 → 114 (-31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$777M |
| 2 |
GC
GFG Capital
Miami,
Florida
|
+$696M |
| 3 |
Jane Street
New York
|
+$611M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$324M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$285M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$362M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$306M |
| 3 |
AssetMark Inc
Concord,
California
|
-$221M |
| 4 |
Nisa Investment Advisors
St. Louis,
Missouri
|
-$198M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$185M |
TLT Hedge Fund Activity: Q1 2024 in Review
1,121 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2024, worth a combined $36B — down 5% from $37.9B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new TLT positions and 127 closed out — a net gain of 35 holders — while 433 added to existing stakes and 433 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $777M. The largest seller was UBS Group, cutting an estimated $362M.
- 1,121 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2024, up from 1,106 in Q4 2023.
- Funds reported $36B of iShares 20+ Year Treasury Bond ETF stock for Q1 2024, down 5% quarter-over-quarter.
- 162 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2024 and 127 closed out, a net change of +35 holders.
- The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $777M added.
- The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2024 was UBS Group, an estimated $362M sold.
Based on aggregated 13F filings for Q1 2024.