We are live on ! Find out more
TLT icon

iShares 20+ Year Treasury Bond ETF

1,103 hedge funds and large institutions have $38.4B invested in iShares 20+ Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 380 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $8.59B

28% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 380

7% more capital invested

Capital invested by funds: $36B → $38.4B (+$2.44B)

7% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 133

1% less funds holding

Funds holding: 1,1161,103 (-13)

1.24% less ownership

Funds ownership: 74.64%73.4% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 113109 (-4)

Holders
1,103
Holders Change
-13
Holders Change %
-1.16%
% of All Funds
15.93%
Holding in Top 10
109
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.54%
% of All Funds
1.57%
New
142
Increased
486
Reduced
380
Closed
133
Calls
$11.1B
Puts
$8.59B
Net Calls
+$2.51B
Net Calls Change
+$878M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.49B +$795M +8,720,860 +17%
Morgan Stanley
2
Morgan Stanley
New York
$3.99B -$291M -3,197,641 -7%
Rafferty Asset Management
3
Rafferty Asset Management
New York
$3.67B +$383M +4,198,669 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.99B +$2.87B +31,502,110 +2,811%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.53B -$228M -2,505,255 -13%
BlackRock
6
BlackRock
New York
$1.52B -$61.4M -673,587 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.51B +$74.2M +814,240 +5%
Jane Street
8
Jane Street
New York
$1.1B -$695M -7,628,535 -39%
UBS Group
9
UBS Group
Switzerland
$853M -$49.7M -544,961 -6%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$772M +$138M +1,511,435 +22%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$708M -$183M -2,006,257 -21%
JP Morgan Chase
12
JP Morgan Chase
New York
$610M +$92.9M +1,020,007 +18%
Wells Fargo
13
Wells Fargo
California
$505M +$116M +1,272,655 +30%
LPL Financial
14
LPL Financial
California
$449M +$32.8M +359,539 +8%
Citigroup
15
Citigroup
New York
$411M +$97.3M +1,067,952 +31%
Ameriprise
16
Ameriprise
Minnesota
$406M -$55.4M -607,654 -12%
Barclays
17
Barclays
United Kingdom
$375M -$5.37M -58,911 -1%
NSLI
18
Nan Shan Life Insurance
Taiwan
$361M +$2.11M +23,135 +0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$306M +$102M +1,122,962 +51%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$281M +$14.2M +155,900 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$249M +$87.8M +963,696 +55%
AAS
22
Annex Advisory Services
Wisconsin
$233M +$229M +2,516,950 +11,464%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$231M -$88.8M -973,997 -28%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$230M -$4.19M -45,982 -2%
VIA
25
Vantagepoint Investment Advisers
District of Columbia
$227M