iShares Core 10+ Year USD Bond ETF
ILTB
28 hedge funds and large institutions have $107M invested in iShares Core 10+ Year USD Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
113% more capital invested
Capital invested by funds: $50.2M → $107M (+$56.8M)
47% more funds holding
Funds holding: 19 → 28 (+9)
20.5% more ownership
Funds ownership: 45.59% → 66.08% (+20%)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.3M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$15.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.16M |
| 5 |
Morgan Stanley
New York
|
+$3.22M |
Top Sellers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12K |
| 2 |
JP Morgan Chase
New York
|
-$6.29K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $13K | +$6.04K | +97 | +87% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$12K | -204 | Closed |
|
29
Parallax Volatility Advisers
San Francisco,
California
| – | +$62 | +1 | New |
|
ILTB Hedge Fund Activity: Q4 2014 in Review
28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2014, worth a combined $107M — up 113% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ILTB positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $15.3M. The largest seller was Deutsche Bank, exiting entirely with an estimated $12K sold.
- 28 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2014, up from 19 in Q3 2014.
- Funds reported $107M of iShares Core 10+ Year USD Bond ETF stock for Q4 2014, up 113% quarter-over-quarter.
- 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2014 and 1 closed out, a net change of +10 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2014 was Envestnet Asset Management, an estimated $15.3M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2014 was Deutsche Bank, an estimated $12K sold.
Based on aggregated 13F filings for Q4 2014.