iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
89 hedge funds and large institutions have $234M invested in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
16% more funds holding
Funds holding: 77 → 89 (+12)
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
0.64% less ownership
Funds ownership: 24.4% → 23.76% (-0.64%)
17% less capital invested
Capital invested by funds: $281M → $234M (-$47.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$11.8M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.16M |
| 3 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$5.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$13.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$12.4M |
| 3 |
FH
FWG Holdings
Winter Park,
Florida
|
-$8.78M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.42M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.8M |
TLTW Hedge Fund Activity: Q4 2024 in Review
89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) for Q4 2024, worth a combined $234M — down 17% from $281M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TLTW positions and 10 closed out — a net gain of 15 holders — while 30 added to existing stakes and 27 trimmed.
The largest buyer was Franklin Resources, adding an estimated $11.8M. The largest seller was Traphagen Investment Advisors, cutting an estimated $13.8M.
- 89 institutional investors held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) as of Q4 2024, up from 77 in Q3 2024.
- Funds reported $234M of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock for Q4 2024, down 17% quarter-over-quarter.
- 25 funds opened new iShares 20+ Year Treasury Bond BuyWrite Strategy ETF positions in Q4 2024 and 10 closed out, a net change of +15 holders.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF buyer in Q4 2024 was Franklin Resources, an estimated $11.8M added.
- The largest iShares 20+ Year Treasury Bond BuyWrite Strategy ETF seller in Q4 2024 was Traphagen Investment Advisors, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2024.