iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
77 hedge funds and large institutions have $281M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
78% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 18
47% more capital invested
Capital invested by funds: $192M → $281M (+$89.7M)
20% more funds holding
Funds holding: 64 → 77 (+13)
2.54% more ownership
Funds ownership: 21.86% → 24.4% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.6M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$13.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.6M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.74M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$7.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$2.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.25M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.01M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$732K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$565K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
Activest Wealth Management
Aventure,
Florida
| $116 | – | – | – |
|
77
Wells Fargo
San Francisco,
California
| $39 | – | – | – |
|
|
78
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$732K | -28,500 | Closed |
|
|
SC
79
Scotia Capital
Toronto,
Ontario, Canada
| – | -$565K | -21,984 | Closed |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$436K | -16,987 | Closed |
|
|
BFWM
81
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$323K | -12,170 | Closed |
|
|
SCM
82
Steele Capital Management
Dubuque,
Iowa
| – | -$231K | -9,000 | Closed |
|
|
TWM
83
Tradition Wealth Management
Edina,
Minnesota
| – | -$223K | -8,674 | Closed |
|
TLTW Hedge Fund Activity: Q3 2024 in Review
77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q3 2024, worth a combined $281M — up 47% from $192M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TLTW positions and 6 closed out — a net gain of 13 holders — while 32 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.6M. The largest seller was Tortoise Investment Management, cutting an estimated $2.1M.
- 77 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q3 2024, up from 64 in Q2 2024.
- Funds reported $281M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q3 2024, up 47% quarter-over-quarter.
- 19 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q3 2024 and 6 closed out, a net change of +13 holders.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q3 2024 was LPL Financial, an estimated $21.6M added.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q3 2024 was Tortoise Investment Management, an estimated $2.1M sold.
Based on aggregated 13F filings for Q3 2024.