iShares Core 10+ Year USD Bond ETF
ILTB
32 hedge funds and large institutions have $153M invested in iShares Core 10+ Year USD Bond ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,900% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
43% more capital invested
Capital invested by funds: $107M → $153M (+$46.1M)
14% more funds holding
Funds holding: 28 → 32 (+4)
1.12% less ownership
Funds ownership: 66.08% → 64.97% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.36M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.06M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$459K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$34K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$1.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $78K | – | – | – |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $70K | +$67.5K | +1,041 | +3,253% |
|
|
HI
28
Hudock Inc
Williamsport,
Pennsylvania
| $28K | – | – | – |
|
|
WA
29
WFG Advisors
Dallas,
Texas
| $12K | -$1.69K | -26 | -13% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$4.54K | +70 | New |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$459K | -7,228 | Closed |
|
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$34K | -539 | Closed |
|
|
W
33
Wealthfront
Palo Alto,
California
| – | +$65 | +1 | New |
|
ILTB Hedge Fund Activity: Q1 2015 in Review
32 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2015, worth a combined $153M — up 43% from $107M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ILTB positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $7.36M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $459K sold.
- 32 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2015, up from 28 in Q4 2014.
- Funds reported $153M of iShares Core 10+ Year USD Bond ETF stock for Q1 2015, up 43% quarter-over-quarter.
- 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2015 and 2 closed out, a net change of +6 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2015 was Bank of America, an estimated $7.36M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2015 was Susquehanna International Group, an estimated $459K sold.
Based on aggregated 13F filings for Q1 2015.