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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

TLH

TLH 13F Holders & Ownership Data (629 Funds)

Ishares 10-20 Year Treasury

-$307.6M

Net Activity

Institutions Holding

629

Popularity Rank

#842

Avg Weight

0.46%

Total Value

$11.5B

Ownership Trend

629 institutions currently hold TLH, with 337 net buyers and 303 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

303

Net Buying Institutions

337

Key Holders

Key Holders

Top 5 by Value

Envestnet Asset Management INC

Forum Financial Management, LP

LPL Financial LLC

Bank Of America CORP /de/

BlackRock, Inc.

Top 5 by Conviction

Forum Financial Management, LP

Hamilton Capital Partners, LLC

Watchman Group, Inc.

Cerity Partners OCIO LLC

View all 629 holding institutions

Quarterly Activity

Recent Activity

+$5.9B

Total Buy Value

$6.8B

Total Sell Value

New buy65

Trim222

Add272

Sold out81

337

Net Buyers

303

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES 10-20 YEAR TREASURY (TLH)?

Major stakeholders currently include Envestnet Asset Management INC ($2.3B), Forum Financial Management, LP ($900.0M), LPL Financial LLC ($826.8M). Based on the latest 13F filings, there are a total of 629 tracked investment funds and institutions maintaining positions in TLH.

What is the overall institutional sentiment toward TLH recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $307.6M, driven by 337 managers accumulating shares while 303 reduced their exposure.

Which institutions have been selling or reducing their TLH positions?

In the latest period, 222 funds trimmed their holdings, and 81 managers completely exited their positions. The aggregate reported sell value was $6.8B.

Are there any notable investors adding TLH to their portfolios?

Yes, buying activity remains notable. 65 institutions opened new positions in {ticker}, and 272 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.9B.

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