iShares 20+ Year Treasury BDTLTETF
13F holders, Q4 2024 (December 31)1,226holders +37
142new positions
181sold out
9famous investors
$87.34avg. 13F price*
At the end of Q4 2024, 1,226 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, up 37 from Q3 2024. 142 opened new positions and 181 sold out. The largest holders were Bank of America Corp. ($6.9B), Rafferty Asset Management, LLC ($3.7B) and Northwestern Mutual Wealth Management Co. ($3.3B). 9 famous investors held it, including George Soros (0.2% of Soros Fund Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $1.3B |
| Exits | 181 | $888.4M |
All 13F filers, Q3 2024 → Q4 2024: 39,689,340 shares bought and 113,039,631 shares sold, net −73,350,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,226 holders
| Bank of America Corp. | 0.64% | Reduce -18.8% | 79,219,833 | $6.9B |
| Rafferty Asset Management, LLC | 12.93% | Reduce -11.4% | 41,834,302 | $3.7B |
| Northwestern Mutual Wealth Management Co. | 2.77% | Add +4.7% | 37,642,246 | $3.3B |
| Morgan Stanley | 0.13% | Reduce -47.2% | 20,659,043 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -6.0% | 17,757,486 | $1.6B |
| Envestnet Asset Management Inc. | 0.45% | Add +1.9% | 15,956,950 | $1.4B |
| UBS Group AG | 0.22% | Add +4.2% | 11,261,304 | $983.4M |
| Bank of Montreal | 0.47% | Add +13.9% | 10,690,567 | $933.6M |
| FMR LLC | 0.04% | Add +24.3% | 7,274,989 | $635.3M |
| Jane Street Group, LLC | 1.02% | Reduce -17.5% | 7,229,550 | $631.4M |
| LPL Financial LLC | 0.21% | Add +4.5% | 6,035,096 | $527.0M |
| Capula Management Ltd | 3.12% | New | 5,216,417 | $455.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -27.2% | 4,644,413 | $405.6M |
| Wells Fargo & Company | 0.09% | Reduce -13.4% | 4,484,924 | $391.7M |
| Ameriprise Financial Inc. | 0.09% | Reduce -15.1% | 4,001,572 | $349.8M |
| Nan Shan Life Insurance Co., Ltd. | 8.39% | No change | 3,997,680 | $349.1M |
| Mackenzie Financial Corp. | 0.47% | Add +0.9% | 3,911,300 | $341.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +388.4% | 3,525,381 | $307.9M |
| Susquehanna International Group, LLP | 0.40% | Reduce -81.5% | 3,101,637 | $270.9M |
| Harvest Portfolios Group Inc. | 8.85% | Add +10.4% | 3,039,534 | $265.4M |
| Citigroup Inc. | 0.24% | Reduce -58.7% | 2,905,614 | $253.7M |
| Raymond James Financial Inc. | 0.09% | — | 2,798,291 | $244.4M |
| Royal Bank of Canada | 0.05% | Add +13.7% | 2,737,368 | $239.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -0.6% | 2,720,213 | $237.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.86% | Add +17.0% | 2,429,274 | $211.8M |
| Osaic Holdings, Inc. | 0.44% | Reduce -17.5% | 2,263,780 | $197.1M |
| State of Tennessee, Department of Treasury | 0.71% | New | 2,230,569 | $194.8M |
| Envestnet Portfolio Solutions, Inc. | 0.64% | Add +36.2% | 2,230,371 | $194.8M |
| Vantagepoint Investment Advisers LLC | 29.40% | Reduce -15.0% | 2,101,441 | $183.5M |
| Stifel Financial Corp. | 0.18% | Add +17.5% | 1,979,589 | $172.9M |
| AIA Group Ltd | 4.15% | Add +33.4% | 1,966,346 | $171.7M |
| Hantz Financial Services, Inc. | 2.98% | Add +9.8% | 1,958,175 | $171.0M |
| Commonwealth Equity Services, LLC | 0.23% | Add +5.3% | 1,840,482 | $160.7M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -27.2% | 1,743,558 | $152.3M |
| US Bancorp \de | 0.19% | Add +78.0% | 1,697,051 | $148.2M |
| Nationwide Fund Advisors | 10.59% | Add +14.9% | 1,514,840 | $132.3M |
| Truist Financial Corp. | 0.20% | Reduce -13.8% | 1,438,170 | $125.6M |
| University of Illinois Foundation | 35.81% | Add +121.2% | 1,405,528 | $122.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +119.8% | 1,291,284 | $112.8M |
| Rockefeller Capital Management L.P. | 0.28% | Add +49.0% | 1,244,852 | $108.7M |
| IMC-Chicago, LLC | 2.92% | Add +17.4% | 1,226,601 | $107.1M |
| Renaissance Technologies | 0.16% | Add +751.1% | 1,199,986 | $104.8M |
| Cetera Investment Advisers | 0.22% | Reduce -10.7% | 1,186,715 | $103.6M |
| U.S. Capital Wealth Advisors, LLC | 3.23% | Reduce -0.5% | 1,186,461 | $103.6M |
| CI Investments Inc. | 0.39% | Add +303.6% | 1,171,237 | $102.3M |
| Jordan Park Group LLC | 7.48% | Add +33.0% | 1,159,260 | $101.2M |
| Barclays PLC | 0.05% | Reduce -82.6% | 1,094,381 | $95.6M |
| Invesco Ltd. | 0.02% | New | 975,000 | $85.1M |
| Bank of New York Mellon Corp | 0.02% | Add +5.4% | 945,303 | $82.6M |
| Dynasty Wealth Management, LLC | 1.36% | Add +50.7% | 905,254 | $79.1M |
| AlTi Global, Inc. | 1.90% | Reduce -19.6% | 902,846 | $78.8M |
| Hamilton Capital Partners Inc. | 5.85% | Add +24.4% | 897,620 | $78.4M |
| Ally Financial Inc. | 9.30% | No change | 873,000 | $76.2M |
| Cwm, LLC | 0.31% | Reduce -2.5% | 856,365 | $74.8M |
| Victory Capital Management Inc. | 0.07% | Reduce -10.4% | 836,718 | $73.1M |
| WestEnd Advisors, LLC | 1.82% | Reduce -25.0% | 820,470 | $71.7M |
| MML Investors Services, LLC | 0.24% | Reduce -2.2% | 806,291 | $70.4M |
| Maxi Investments CY Ltd | 13.41% | Add +30.4% | 796,155 | $69.5M |
| Cassaday & Co Wealth Management LLC | 1.87% | New | 784,083 | $68.5M |
| Park Avenue Securities LLC | 0.69% | Add +14.8% | 767,634 | $67.0M |
| BNP Paribas Financial Markets | 0.05% | Reduce -16.4% | 762,015 | $66.5M |
| Balyasny Asset Management L.P. | 0.16% | Add +801.0% | 752,416 | $65.7M |
| WS Management LLLP | 9.74% | Reduce -55.5% | 722,983 | $63.1M |
| Cullen/Frost Bankers, Inc. | 0.86% | Reduce -32.7% | 716,424 | $62.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -13.0% | 706,672 | $61.7M |
| Himension Capital (singapore) Pte. LTD. | 4.23% | Add +62.0% | 698,719 | $61.0M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -26.3% | 681,300 | $59.5M |
| Atria Wealth Solutions, Inc. | 0.63% | Add +14.7% | 658,973 | $57.5M |
| Rock Creek Group LLC | 5.95% | New | 642,194 | $56.5M |
| IHT Wealth Management, LLC | 1.80% | Add +6.2% | 638,984 | $55.8M |
| Midland Wealth Advisors, LLC | 3.22% | Add +8.5% | 612,085 | $53.5M |
| Disciplina Capital Management LLC | 8.73% | Add +8.3% | 593,037 | $51.8M |
| Quotient Wealth Partners, LLC | 1.65% | Add +2.9% | 577,474 | $50.4M |
| Quadrature Capital Ltd | 0.98% | Reduce -38.5% | 562,684 | $49.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +31.1% | 542,310 | $47.4M |
| Prudential PLC | 0.23% | Add +9709.4% | 519,900 | $45.4M |
| Jump Financial, LLC | 0.97% | Add +27.8% | 515,488 | $45.0M |
| TD Private Client Wealth LLC | 1.21% | Add +11.0% | 493,402 | $43.1M |
| CX Institutional | 1.61% | Add +50.5% | 465,582 | $40.7M |
| Kestra Advisory Services, LLC | 0.21% | Add +37.7% | 436,498 | $38.1M |
| Concurrent Investment Advisors, LLC | 1.01% | Add +8.4% | 428,464 | $37.4M |
| Sanctuary Advisors, LLC | 0.24% | Reduce -4.1% | 421,606 | $37.2M |
| Centre Asset Management, LLC | 8.42% | Add +3.4% | 421,331 | $36.8M |
| Foundations Investment Advisors, LLC | 0.71% | Add +10.9% | 419,665 | $36.6M |
| Cadence Wealth Management LLC | 24.25% | Add +6.2% | 419,202 | $36.6M |
| NewEdge Advisors, LLC | 0.22% | Reduce -10.4% | 415,675 | $36.3M |
| BCM Advisors, LLC | 7.96% | Add +14.9% | 396,356 | $35.6M |
| Townsend & Associates, Inc | 3.59% | Add +3.5% | 398,518 | $35.1M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -42.9% | 385,066 | $34.4M |
| Tiaa Trust, National Association | 0.10% | Reduce -10.6% | 384,853 | $33.6M |
| GM Advisory Group, LLC | 1.80% | Add +0.5% | 372,360 | $32.5M |
| PEAK6 LLC | 1.27% | — | 369,932 | $32.3M |
| OneDigital Investment Advisors LLC | 0.36% | Add +48.0% | 359,535 | $31.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.42% | Add +28.1% | 356,833 | $31.2M |
| GTS Securities LLC | 1.51% | Add +8.0% | 355,168 | $31.0M |
| Bell Investment Advisors, Inc | 5.79% | Add +7.8% | 355,010 | $31.0M |
| Procyon Advisors, LLC | 1.97% | Add +8929.3% | 353,317 | $30.9M |
| PNC Financial Services Group, Inc. | 0.02% | Add +13.6% | 344,783 | $30.1M |
| National Bank of Canada | 0.04% | Add +86.8% | 339,752 | $29.7M |
| Scarborough Advisors, LLC | 4.11% | Add +6.0% | 332,745 | $29.1M |
"% 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.