Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (TLT)

1K + Investors. Track Smart Money conviction in TLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — TLT

Based on 1123 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
1,123 hedge funds hold TLT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TLT is almost the same as a year ago (-36 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

645 buying567 selling
Last quarter: 645 funds bought or added vs 567 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new TLT position: 178 → 144 → 140 → 189. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
681 out of 1,123 hedge funds have held TLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~189 new funds/quarter

216 → 178 → 144 → 140 → 189 new funds/Q
New funds entering each quarter: 178 → 144 → 140 → 189. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 22% new
Of 1,217 current holders: 768 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
29 of 1123 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in TLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TLT

How many hedge funds hold TLT — quarterly history vs. share price
Quarterly hedge fund ownership of TLT vs. share price

Market Analysis: TLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TLT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

72 top-rated funds 42 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: TLT
2026 Q1 Stats Unlock in 20 days 1K + Investors

Track Smart Money conviction in TLT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1217 1180 3.14%
13F Shares 721M 732M -1.51%
Total Value $62.08B $64.93B -4.39%
New Positions 196 146 +50
Increased Positions 593 550 +43
Closed Positions 152 148 +4
Reduced Positions 522 554 -32
Total Calls 69 80 -13.75%
Total Puts 65 63 3.17%
PUT/CALL Ratio 0.94 0.79 Neutral

Statistics: TLT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TLT. Verified SEC 13F-HR filings.

Top 25 institutional holders of TLT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CULTIVAR CAPITAL, INC. 8.61% 155,375 $13.5M
2 SJBENEN ADVISORY, LLC 8.13% 112,400 $9.7M
3 SIERRA OCEAN, LLC 6.41% 90,023 $7.8M
4 VISION FINANCIAL MARKETS LLC 5.96% 70,500 $6.1M
5 WJ Interests, LLC 5.91% 177,390 $15.4M
6 Braun-Bostich & Associates Inc. 5.85% 107,688 $9.3M
7 Bell Investment Advisors, Inc 5.78% 426,169 $36.9M
8 Quaker Wealth Management, LLC 5.53% 204,130 $17.7M
9 Ascent Advisors, LLC 5.30% 33,269 $2.9M
10 Farmers & Merchants Trust Co of Chambersburg PA 5.00% 205,050 $18K
11 BOS Asset Management, LLC 4.61% 208,279 $18.1M
12 INTERACTIVE FINANCIAL ADVISORS, INC. 4.45% 78,474 $6.8M
13 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 4.41% 87,125 $7.5M
14 Kaydan Wealth Management, Inc. 4.30% 148,381 $12.9M
15 CPR Investments Inc. 4.09% 70,722 $6.1M
16 PMV Capital Advisers, LLC 4.07% 27,857 $2.4M
17 Third View Private Wealth, LLC 4.06% 342,204 $29.7M
18 Townsend & Associates, Inc 3.93% 525,755 $45.6M
19 BIRCHBROOK, INC. 3.56% 83,704 $7.3M
20 Strong Tower Advisory Services 3.38% 207,051 $17.9M
21 Integrity Wealth Partners, LLC 3.35% 42,876 $3.7M
22 International Private Wealth Advisors LLC 3.26% 61,518 $5.3M
23 Boomfish Wealth Group, LLC 3.22% 69,666 $6.0M
24 CWC Advisors, LLC. 2.85% 69,200 $6.0M
25 Sicart Associates LLC 2.73% 122,505 $10.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (TLT)

What does the Smart Money Trend signal show for TLT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TLT?

Slight buying edge — 53% buying: Last quarter: 645 funds bought or added vs 567 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TLT holders?

Elite ownership — 42% AUM from top-100 funds: 29 of 1123 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in TLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TLT?

61% of holders stayed for 2+ years: 681 out of 1,123 hedge funds have held TLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.