iShares 20+ Year Treasury BDTLTETF
13F holders, Q2 2024 (June 30)1,109holders −10
121new positions
132sold out
5famous investors
$91.75avg. 13F price*
At the end of Q2 2024, 1,109 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 10 from Q1 2024. 121 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($4.0B) and Rafferty Asset Management, LLC ($3.7B). 5 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $704.1M |
| Exits | 132 | $471.8M |
All 13F filers, Q1 2024 → Q2 2024: 77,188,985 shares bought and 45,143,482 shares sold, net +32,045,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Bank of America Corp. | 0.53% | Add +17.1% | 59,818,471 | $5.5B |
| Morgan Stanley | 0.31% | Reduce -6.8% | 43,479,814 | $4.0B |
| Rafferty Asset Management, LLC | 13.61% | Add +11.8% | 39,934,700 | $3.7B |
| Northwestern Mutual Wealth Management Co. | 2.95% | Add +2810.7% | 32,622,890 | $3.0B |
| FMR LLC | 0.10% | Reduce -13.1% | 16,658,732 | $1.5B |
| BlackRock Inc. | 0.03% | Reduce -3.9% | 16,607,579 | $1.5B |
| Envestnet Asset Management Inc. | 0.53% | Add +5.2% | 16,418,016 | $1.5B |
| Jane Street Group, LLC | 1.19% | Reduce -38.9% | 11,970,486 | $1.1B |
| UBS Group AG | 0.26% | Reduce -5.5% | 9,296,627 | $853.2M |
| Cibc World Market Inc. | 1.92% | Add +21.9% | 8,406,190 | $771.5M |
| TD Asset Management Inc | 0.66% | Reduce -20.6% | 7,719,509 | $708.5M |
| JPMorgan Chase & Co. | 0.05% | Add +18.1% | 6,642,646 | $609.7M |
| Wells Fargo & Company | 0.13% | Add +30.1% | 5,502,672 | $505.0M |
| LPL Financial LLC | 0.22% | Add +7.9% | 4,891,875 | $449.0M |
| Citigroup Inc. | 0.40% | Add +31.3% | 4,479,391 | $411.1M |
| Ameriprise Financial Inc. | 0.11% | Reduce -12.1% | 4,427,925 | $406.5M |
| Barclays PLC | 0.17% | Reduce -1.4% | 4,091,150 | $375.5M |
| Nan Shan Life Insurance Co., Ltd. | 8.55% | Add +0.6% | 3,936,814 | $361.3M |
| Royal Bank of Canada | 0.07% | Add +50.7% | 3,338,973 | $306.5M |
| Mackenzie Financial Corp. | 0.42% | Add +5.4% | 3,059,000 | $280.8M |
| Alliancebernstein L.P. | 0.09% | Add +55.0% | 2,716,412 | $249.3M |
| Annex Advisory Services, LLC | 8.21% | Add +11463.6% | 2,538,906 | $233.0M |
| HSBC Holdings PLC | 0.15% | Reduce -28.0% | 2,503,950 | $229.8M |
| Janney Montgomery Scott LLC | 0.70% | Reduce -1.8% | 2,503,215 | $229.7M |
| Vantagepoint Investment Advisers LLC | 31.24% | No change | 2,473,541 | $227.0M |
| Osaic Holdings, Inc. | 0.48% | Reduce -8.8% | 2,216,565 | $203.4M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Reduce -2.5% | 2,166,629 | $198.9M |
| Bank of Montreal | 0.06% | Add +257.7% | 2,086,923 | $197.2M |
| Harvest Portfolios Group Inc. | 7.26% | Add +41.6% | 2,069,794 | $190.0M |
| Susquehanna International Group, LLP | 0.32% | Reduce -63.6% | 1,971,188 | $180.9M |
| Raymond James & Associates | 0.11% | Add +1.7% | 1,901,767 | $174.5M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Add +6.2% | 1,888,130 | $173.3M |
| Truist Financial Corp. | 0.25% | Reduce -3.3% | 1,762,312 | $161.7M |
| Hantz Financial Services, Inc. | 2.76% | Add +27.4% | 1,563,229 | $143.5M |
| Stifel Financial Corp. | 0.16% | Add +2.9% | 1,539,133 | $141.3M |
| AIA Group Ltd | 4.00% | Add +13.6% | 1,491,476 | $136.9M |
| Commonwealth Equity Services, LLC | 0.20% | Add +3.0% | 1,394,025 | $127.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.64% | Add +47.1% | 1,366,397 | $127.8M |
| Nationwide Fund Advisors | 13.02% | Reduce -0.8% | 1,301,561 | $119.5M |
| Cetera Investment Advisers | 0.26% | Reduce -3.6% | 1,218,765 | $111.9M |
| WS Management LLLP | 10.45% | Add +0.8% | 1,213,483 | $111.4M |
| WestEnd Advisors, LLC | 2.80% | Add +0.1% | 1,181,666 | $108.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -34.3% | 1,163,757 | $106.8M |
| Cwm, LLC | 0.50% | Reduce -0.9% | 1,159,450 | $106.4M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -3.1% | 1,142,017 | $104.8M |
| BNP Paribas Financial Markets | 0.11% | Add +27.6% | 1,112,432 | $102.1M |
| Ocean Park Asset Management, LLC | 4.51% | New | 1,036,756 | $95.2M |
| Cullen/Frost Bankers, Inc. | 1.34% | Add +11.6% | 1,011,484 | $92.8M |
| Deutsche Bank AG | 0.04% | Add +25.0% | 1,000,000 | $91.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -23.7% | 974,567 | $89.4M |
| Walleye Capital LLC | 1.02% | Add +735.2% | 963,134 | $88.4M |
| Victory Capital Management Inc. | 0.09% | Add +2.2% | 960,704 | $88.2M |
| Flow Traders U.S. LLC | 4.28% | New | 942,436 | $86.5M |
| US Bancorp \de | 0.12% | Add +1.3% | 930,309 | $85.4M |
| U.S. Capital Wealth Advisors, LLC | 3.22% | Add +91.2% | 917,705 | $84.2M |
| GTS Securities LLC | 1.68% | Add +1581.4% | 883,035 | $81.0M |
| Park Avenue Securities LLC | 0.99% | Add +4.6% | 881,826 | $80.9M |
| Ally Financial Inc. | 9.94% | No change | 873,000 | $80.1M |
| HighTower Advisors, LLC | 0.12% | Add +7.2% | 853,795 | $78.3M |
| Rockefeller Capital Management L.P. | 0.22% | Add +12.7% | 844,190 | $77.5M |
| MML Investors Services, LLC | 0.27% | Reduce -4.0% | 725,328 | $66.6M |
| State Street Corp. | 0.00% | New | 710,734 | $65.2M |
| Citadel Advisors | 0.06% | Reduce -16.4% | 693,150 | $63.6M |
| Jordan Park Group LLC | 4.55% | Add +26.1% | 647,895 | $59.5M |
| Maxi Investments CY Ltd | 12.58% | No change | 610,505 | $56.0M |
| Dynasty Wealth Management, LLC | 1.65% | Add +29.9% | 608,963 | $55.9M |
| HRT Financial LP | 0.31% | Add +321.9% | 603,730 | $55.4M |
| Bramshill Investments, LLC | 5.64% | Add +668.9% | 564,504 | $51.8M |
| Atria Wealth Solutions, Inc. | 0.56% | Add +8.2% | 551,672 | $50.6M |
| AlTi Global, Inc. | 1.36% | Add +12.0% | 550,090 | $50.5M |
| Quotient Wealth Partners, LLC | 1.76% | Add +22.2% | 548,650 | $50.4M |
| Main Management Fund Advisors LLC | 8.33% | New | 503,900 | $46.2M |
| Jump Financial, LLC | 0.92% | Add +187.6% | 489,344 | $44.9M |
| Hamilton Capital Partners Inc. | 4.47% | Add +10.9% | 454,768 | $41.7M |
| Tudor Investment Corporation | 0.46% | Reduce -25.4% | 447,657 | $41.1M |
| NewEdge Advisors, LLC | 0.29% | Add +72.2% | 431,294 | $39.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -0.8% | 429,311 | $39.4M |
| New Harbor Financial Group, LLC | 13.09% | Add +78.8% | 428,228 | $39.3M |
| University of Illinois Foundation | 13.46% | No change | 419,412 | $38.5M |
| Sanctuary Advisors, LLC | 0.28% | — | 435,504 | $38.4M |
| Life Line Wealth Management LLC | 14.46% | Add +2999.0% | 416,882 | $38.3M |
| IHT Wealth Management, LLC | 1.42% | Add +44.7% | 414,770 | $38.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | — | 409,540 | $37.6M |
| Peconic Partners LLC | 1.57% | New | 399,900 | $36.7M |
| Townsend & Associates, Inc | 3.82% | Add +2.4% | 370,379 | $34.4M |
| GM Advisory Group, LLC | 2.20% | Reduce -2.9% | 371,466 | $34.1M |
| Foundations Investment Advisors, LLC | 0.81% | Add +24.9% | 365,535 | $33.5M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -34.8% | 365,137 | $33.5M |
| Centaurus Financial, Inc. | 2.20% | Add +29.8% | 360,615 | $33.1M |
| BCM Advisors, LLC | 7.68% | Add +0.9% | 339,843 | $32.4M |
| United Capital Financial Advisors, LLC | 0.28% | Add +2.8% | 350,520 | $32.2M |
| Cadence Wealth Management LLC | 22.35% | Add +14.6% | 348,334 | $32.0M |
| Tiaa Trust, National Association | 0.10% | Add +11.1% | 343,752 | $31.5M |
| Systematic Alpha Investments, LLC | 1.19% | Add +84.5% | 339,500 | $31.2M |
| Balyasny Asset Management L.P. | 0.08% | Add +87.0% | 325,723 | $29.9M |
| Bell Investment Advisors, Inc | 5.69% | Add +3.2% | 315,934 | $29.0M |
| Westwood Holdings Group Inc. | 0.23% | Add +4.5% | 309,201 | $28.4M |
| CI Investments Inc. | 0.11% | Reduce -47.0% | 304,991 | $28.0M |
| Parallax Volatility Advisers, L.P. | 0.79% | Reduce -78.9% | 297,365 | $27.3M |
| AE Wealth Management LLC | 0.27% | Reduce -38.8% | 294,554 | $27.0M |
"% of holder's portfolio" is TLT's weight in each manager's 13F, not the share of iShares 20+ Year Treasury BD the manager owns.