iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
33 hedge funds and large institutions have $98.1M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
43% more funds holding
Funds holding: 23 → 33 (+10)
25% more capital invested
Capital invested by funds: $78.2M → $98.1M (+$19.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.6% less ownership
Funds ownership: 21.63% → 15.03% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$11.4M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$5.53M |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$5.15M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.15M |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$5.03M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$1.45M |
| 3 |
Renaissance Technologies
New York
|
-$754K |
| 4 |
HF
HRT Financial
New York
|
-$549K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$225K |
TLTW Hedge Fund Activity: Q3 2023 in Review
33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q3 2023, worth a combined $98.1M — up 25% from $78.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TLTW positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 0 trimmed.
The largest buyer was Traphagen Investment Advisors, adding an estimated $11.4M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $5.03M sold.
- 33 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q3 2023, up from 23 in Q2 2023.
- Funds reported $98.1M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 17 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q3 2023 and 7 closed out, a net change of +10 holders.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q3 2023 was Traphagen Investment Advisors, an estimated $11.4M added.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q3 2023 was Ocean Park Asset Management, an estimated $5.03M sold.
Based on aggregated 13F filings for Q3 2023.