ISHARES 20+ YEAR TREASURY BD (TLT) Institutional Ownership Changes & 13F Activity

ISHARES 20+ YEAR TREASURY BD (TLT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Manufacturers Life Insurance Company, The, Envestnet Portfolio Solutions, Inc., Citadel Advisors Llc, and State Street Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+860,164+18.3%5,550,822$479.70MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+662,248+2830.0%685,649$59.25MQ2 2026Sep 23, 2026
State Street CorpBuy+188,174+34.1%739,553$63.91MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcSell-30-38.5%48$4.13KQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+1+0.2%446$38.54KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+769,615+141.9%1,311,965$51.35MQ2 2026Sep 09, 2026
Palogic Value Management, L.P.Buy+17,300—17,300$1.50MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-12,582-16.9%61,871$5.35MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+322,905+27.3%1,504,923$130.06MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-43,367-45.1%52,784$4.56MQ2 2026Aug 27, 2026
West Michigan Advisors, LlcSell-9,679-63.2%5,639$487.32KQ2 2026Aug 21, 2026
Harvest Fund Management Co., LtdSell-237-35.6%429$37.00KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+42,303+23.4%223,136$19.28MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+15,465+10.7%159,409$13.78MQ2 2026Aug 19, 2026
Cantor Fitzgerald, L. P.Buy+10,000—10,000$864.20KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-1,059-3.3%31,242$2.70MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+470+36.4%1,760$152.10KQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-65,265-41.9%90,382$7.78MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-38,807-98.4%624$53.99KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+33,293+78.9%75,471$6.52MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-25,184-77.4%7,359$635.64KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+21,599+10.8%222,290$19.21MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcSell-17,548-42.7%23,513$2.03MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+13,933+14.2%112,165$9.69MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+8,037—8,037$694.56KQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+7,051—7,051$609.35KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+1,902+8.7%23,874$2.06MQ2 2026Aug 17, 2026
Caitlin John, LlcSell-1,004-19.0%4,267$368.74KQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Sell-250-1.1%22,455$1.94MQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-150-6.0%2,350$203.09KQ2 2026Aug 17, 2026
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Frequently asked questions about TLT activity

  • Which institutional owners are buying TLT?

    Institutional owners buying TLT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TLT activity?

    "Buy" means an investor increased their reported position in TLT compared to the prior reporting period. This reflects growing exposure to ISHARES 20+ YEAR TREASURY BD (TLT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TLT increasing?

    Institutional interest in TLT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.