iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
66 hedge funds and large institutions have $167M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.
471% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 7
100% more funds holding
Funds holding: 33 → 66 (+33)
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
71% more capital invested
Capital invested by funds: $98.1M → $167M (+$69.3M)
3.53% more ownership
Funds ownership: 15.03% → 18.56% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$18.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$13M |
| 3 |
Jane Street
New York
|
+$10.9M |
| 4 |
FH
FWG Holdings
Winter Park,
Florida
|
+$7.65M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$10.9M |
| 2 |
SSWG
Seven Springs Wealth Group
Brentwood,
Tennessee
|
-$3.77M |
| 3 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$3.39M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.81M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.3M |
TLTW Hedge Fund Activity: Q4 2023 in Review
66 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q4 2023, worth a combined $167M — up 71% from $98.1M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new TLTW positions and 7 closed out — a net gain of 33 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $18.9M. The largest seller was Traphagen Investment Advisors, cutting an estimated $10.9M.
- 66 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q4 2023, up from 33 in Q3 2023.
- Funds reported $167M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q4 2023, up 71% quarter-over-quarter.
- 40 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q4 2023 and 7 closed out, a net change of +33 holders.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q4 2023 was MML Investors Services, an estimated $18.9M added.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q4 2023 was Traphagen Investment Advisors, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2023.