iShares Core 10+ Year USD Bond ETF
ILTB
29 hedge funds and large institutions have $395M invested in iShares Core 10+ Year USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
204% more capital invested
Capital invested by funds: $130M → $395M (+$265M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
19.01% more ownership
Funds ownership: 63.95% → 82.95% (+19%)
16% more funds holding
Funds holding: 25 → 29 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$252M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.92M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$1.65M |
| 5 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.26M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$891K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$484K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$6.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $9K | +$63 | +1 | +0.7% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $6K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | -$5.9K | -94 | -57% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$4K | -66 | Closed |
|
30
Creative Planning
Overland Park,
Kansas
| – | -$4K | -63 | Closed |
|
ILTB Hedge Fund Activity: Q2 2017 in Review
29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2017, worth a combined $395M — up 204% from $130M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ILTB positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was BlackRock, adding an estimated $252M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.26M.
- 29 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2017, up from 25 in Q1 2017.
- Funds reported $395M of iShares Core 10+ Year USD Bond ETF stock for Q2 2017, up 204% quarter-over-quarter.
- 6 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2017 and 2 closed out, a net change of +4 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2017 was BlackRock, an estimated $252M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2017 was United Capital Financial Advisors, an estimated $1.26M sold.
Based on aggregated 13F filings for Q2 2017.