TLTW icon

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW

Overview Fund Activity

70 hedge funds and large institutions have $197M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
20
Closed
11
Calls
–
Puts
$18.9M
Net Calls
-$18.9M
Net Calls Change
-$18.9M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$55.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M
3
RG
3
Retirement Group
California
$4.89M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$21.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.28M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.28M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$292K
3
WP
3
WealthShield Partners
North Carolina
$9.92M
4
PPW
4
Pasadena Private Wealth
California
$267K
5
LPL Financial
5
LPL Financial
California
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$235K 9,053 -167 -2%
RJA
52
Raymond James & Associates
Florida
$220K 8,238 -16,839 -67%
GC
53
GFG Capital
Florida
$202K 57,320 +57,320 New
FWA
54
FSC Wealth Advisors
New York
$188K 7,028 +2,307 +49%
Comerica Bank
55
Comerica Bank
Texas
$93K 3,484 +66 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$74.1K 2,774 +52 +2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$72.7K 2,720 +935 +52%
AAP
58
Arax Advisory Partners
Colorado
$55.7K 2,087 -98 -4%
CPA
59
Clear Point Advisors
New York
$27K 1,011 +1,011 New
TAM
60
Tucker Asset Management
Colorado
$21.7K 813 +813 New
FHA
61
First Horizon Advisors
Tennessee
$21.4K 802 +422 +111%
Morgan Stanley
62
Morgan Stanley
New York
$9.17K 343 -349 -50%
NSIM
63
North Star Investment Management
Illinois
$3K 112 +112 New
IHWM
64
Iron Horse Wealth Management
Iowa
$2.67K 100 – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67K 100 +100 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$1.26K 47 – –
AWM
67
Activest Wealth Management
Florida
$108 4 +4 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$27 1 – –
Wells Fargo
69
Wells Fargo
California
$16 1 -1 -50%
HF
70
HRT Financial
New York
– – -15,738 Closed
WAM
71
Worth Asset Management
Texas
– – -15,485 Closed
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
– – -8,168 Closed
CCFM
73
Clear Creek Financial Management
Washington
– – -7,511 Closed
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
– – -7,397 Closed
UBS Group
75
UBS Group
Switzerland
– – -6,904 Closed
1 2
3
4