iShares 20+ Year Treasury BDTLTETF
13F holders, Q3 2024 (September 30)1,189holders +80
172new positions
103sold out
7famous investors
$98.07avg. 13F price*
At the end of Q3 2024, 1,189 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, up 80 from Q2 2024. 172 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($9.6B), Rafferty Asset Management, LLC ($4.6B) and Morgan Stanley ($3.8B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 172 | $825.4M |
| Exits | 103 | $469.5M |
All 13F filers, Q2 2024 → Q3 2024: 113,364,818 shares bought and 47,183,118 shares sold, net +66,181,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,189 holders
| Bank of America Corp. | 0.84% | Add +63.1% | 97,561,204 | $9.6B |
| Rafferty Asset Management, LLC | 15.87% | Add +18.2% | 47,208,145 | $4.6B |
| Morgan Stanley | 0.28% | Reduce -9.9% | 39,151,542 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 3.13% | Add +10.2% | 35,964,128 | $3.5B |
| BlackRock, Inc. | 0.04% | — | 18,882,088 | $1.9B |
| Susquehanna International Group, LLP | 2.84% | Add +749.9% | 16,752,956 | $1.6B |
| Envestnet Asset Management Inc. | 0.50% | Reduce -4.6% | 15,658,947 | $1.5B |
| UBS Group AG | 0.30% | Add +16.2% | 10,805,311 | $1.1B |
| Bank of Montreal | 0.43% | Add +349.9% | 9,389,391 | $925.5M |
| Cibc World Market Inc. | 2.08% | Add +12.1% | 9,425,296 | $924.6M |
| Jane Street Group, LLC | 1.39% | Reduce -26.8% | 8,758,355 | $859.2M |
| Citigroup Inc. | 0.64% | Add +57.2% | 7,042,087 | $690.8M |
| JPMorgan Chase & Co. | 0.05% | Reduce -4.0% | 6,376,422 | $625.5M |
| Barclays PLC | 0.27% | Add +53.4% | 6,276,124 | $615.7M |
| FMR LLC | 0.04% | Reduce -64.9% | 5,853,290 | $574.2M |
| LPL Financial LLC | 0.25% | Add +18.1% | 5,776,592 | $566.7M |
| Wells Fargo & Company | 0.12% | Reduce -5.8% | 5,180,519 | $508.2M |
| Ameriprise Financial Inc. | 0.12% | Add +6.4% | 4,713,115 | $458.1M |
| Assetmark, Inc. | 1.25% | Add +3121.7% | 4,461,161 | $437.6M |
| Nan Shan Life Insurance Co., Ltd. | 9.24% | Add +1.6% | 3,997,680 | $392.2M |
| Mackenzie Financial Corp. | 0.53% | Add +26.7% | 3,875,800 | $380.2M |
| Harvest Portfolios Group Inc. | 8.96% | Add +33.0% | 2,753,709 | $270.1M |
| Osaic Holdings, Inc. | 0.61% | Add +23.7% | 2,742,849 | $269.1M |
| Alliancebernstein L.P. | 0.09% | Add +0.8% | 2,737,183 | $268.5M |
| Ocean Park Asset Management, LLC | 11.58% | Add +159.4% | 2,689,136 | $263.8M |
| Raymond James Financial Services Advisors, Inc. | 0.33% | Add +15.9% | 2,510,801 | $246.3M |
| Vantagepoint Investment Advisers LLC | 31.14% | No change | 2,473,541 | $242.7M |
| Royal Bank of Canada | 0.05% | Reduce -27.9% | 2,407,706 | $236.2M |
| Janney Montgomery Scott LLC | 0.66% | Reduce -4.3% | 2,395,063 | $235.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.91% | Add +51.9% | 2,075,806 | $204.6M |
| Raymond James & Associates | 0.12% | Add +2.1% | 1,941,605 | $190.5M |
| HSBC Holdings PLC | 0.11% | Reduce -26.2% | 1,848,868 | $181.4M |
| Hantz Financial Services, Inc. | 3.10% | Add +14.0% | 1,782,601 | $174.9M |
| Commonwealth Equity Services, LLC | 0.26% | Add +25.4% | 1,748,635 | $171.5M |
| Stifel Financial Corp. | 0.17% | Add +9.5% | 1,684,820 | $165.3M |
| Truist Financial Corp. | 0.26% | Reduce -5.3% | 1,669,034 | $163.7M |
| Envestnet Portfolio Solutions, Inc. | 0.52% | Reduce -13.3% | 1,637,525 | $160.6M |
| WS Management LLLP | 14.15% | Add +33.8% | 1,622,983 | $159.2M |
| AIA Group Ltd | 3.73% | Reduce -1.1% | 1,474,511 | $144.6M |
| Cetera Investment Advisers | 0.29% | Add +9.1% | 1,329,033 | $130.4M |
| Nationwide Fund Advisors | 10.21% | Add +1.3% | 1,317,947 | $129.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.22% | Add +829.9% | 1,238,649 | $121.6M |
| U.S. Capital Wealth Advisors, LLC | 4.16% | Add +30.0% | 1,192,800 | $117.0M |
| AlTi Global, Inc. | 2.65% | Add +104.0% | 1,122,460 | $110.1M |
| WestEnd Advisors, LLC | 2.63% | Reduce -7.4% | 1,094,489 | $107.4M |
| Cullen/Frost Bankers, Inc. | 1.43% | Add +5.3% | 1,064,852 | $104.5M |
| Bramshill Investments, LLC | 11.44% | Add +88.6% | 1,064,769 | $104.5M |
| Parallax Volatility Advisers, L.P. | 3.10% | Add +252.2% | 1,047,176 | $102.7M |
| IMC-Chicago, LLC | 2.96% | Add +440.7% | 1,045,193 | $102.5M |
| US Bancorp \de | 0.12% | Add +2.5% | 953,187 | $93.5M |
| Victory Capital Management Inc. | 0.09% | Reduce -2.7% | 934,401 | $91.7M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +115.4% | 924,869 | $90.7M |
| Quadrature Capital Ltd | 2.04% | New | 915,002 | $89.8M |
| BNP Paribas Financial Markets | 0.09% | Reduce -18.0% | 911,789 | $89.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.0% | 896,740 | $88.0M |
| Cwm, LLC | 0.37% | Reduce -24.3% | 877,947 | $86.1M |
| Ally Financial Inc. | 10.34% | No change | 873,000 | $85.6M |
| Jordan Park Group LLC | 5.83% | Add +34.5% | 871,557 | $85.5M |
| Rockefeller Capital Management L.P. | 0.22% | Reduce -1.0% | 835,594 | $82.0M |
| MML Investors Services, LLC | 0.29% | Add +13.7% | 824,750 | $80.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -4.9% | 811,951 | $79.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -38.0% | 721,812 | $70.8M |
| Hamilton Capital Partners Inc. | 6.13% | Add +58.7% | 721,804 | $70.8M |
| Thrivent Financial for Lutherans | 0.13% | Add +84.7% | 674,481 | $66.2M |
| Park Avenue Securities LLC | 0.74% | Reduce -24.2% | 668,707 | $65.6M |
| DRW Securities, LLC | 3.47% | New | 642,809 | $63.1M |
| University of Illinois Foundation | 23.00% | Add +51.5% | 635,488 | $62.3M |
| Maxi Investments CY Ltd | 15.98% | No change | 610,505 | $59.9M |
| IHT Wealth Management, LLC | 1.68% | Add +45.0% | 601,438 | $59.1M |
| Dynasty Wealth Management, LLC | 1.78% | Reduce -1.3% | 600,838 | $58.9M |
| Mariner, LLC | 0.10% | Add +198.4% | 589,306 | $57.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -48.5% | 587,569 | $57.6M |
| Atria Wealth Solutions, Inc. | 0.61% | Add +4.2% | 574,781 | $56.4M |
| Midland Wealth Advisors, LLC | 3.25% | New | 564,182 | $55.3M |
| Quotient Wealth Partners, LLC | 1.81% | Add +2.3% | 561,277 | $55.1M |
| Disciplina Capital Management LLC | 8.60% | Add +17175.5% | 547,462 | $53.7M |
| Citadel Advisors | 0.05% | Reduce -28.1% | 498,662 | $48.9M |
| Meeder Asset Management Inc. | 3.24% | Add +95.3% | 494,558 | $48.5M |
| NewEdge Advisors, LLC | 0.30% | Add +7.6% | 463,929 | $45.5M |
| TD Private Client Wealth LLC | 1.25% | Add +2205.0% | 444,357 | $43.6M |
| New Harbor Financial Group, LLC | 12.17% | Add +0.7% | 431,258 | $42.3M |
| Himension Capital (singapore) Pte. LTD. | 3.30% | New | 431,172 | $42.3M |
| Tiaa Trust, National Association | 0.13% | Add +25.2% | 430,372 | $42.2M |
| Royal Fund Management, LLC | 2.98% | Add +156.9% | 430,173 | $42.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +1.0% | 413,519 | $40.6M |
| Centre Asset Management, LLC | 8.62% | New | 407,655 | $40.0M |
| Sanctuary Advisors, LLC | 0.25% | Add +0.9% | 439,649 | $39.7M |
| Jump Financial, LLC | 0.83% | Reduce -17.5% | 403,523 | $39.6M |
| Concurrent Investment Advisors, LLC | 1.15% | Add +46.6% | 395,269 | $38.8M |
| Cadence Wealth Management LLC | 31.49% | Add +13.3% | 394,779 | $38.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +1556.5% | 393,647 | $38.6M |
| Foundations Investment Advisors, LLC | 0.78% | Add +3.5% | 378,301 | $37.1M |
| GM Advisory Group, LLC | 2.18% | Reduce -0.3% | 370,521 | $36.3M |
| Townsend & Associates, Inc | 3.64% | Add +3.9% | 384,957 | $35.4M |
| Strategic Investment Advisors / MI | 3.75% | New | 349,242 | $34.3M |
| Westwood Holdings Group Inc. | 0.26% | Add +10.2% | 340,698 | $33.4M |
| Systematic Alpha Investments, LLC | 1.22% | No change | 339,500 | $33.3M |
| Federation des caisses Desjardins du Quebec | 0.16% | Add +459.6% | 333,417 | $32.7M |
| Millennium Management | 0.03% | Add +395.8% | 332,566 | $32.6M |
| Bell Investment Advisors, Inc | 5.92% | Add +4.2% | 329,290 | $32.3M |
"% 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.