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iShares Core 10+ Year USD Bond ETF
ILTB

39 hedge funds and large institutions have $165M invested in iShares Core 10+ Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

22% more funds holding

Funds holding: 32 → 39 (+7)

18% more capital invested

Capital invested by funds: $140M → $165M (+$25.1M)

3.66% more ownership

Funds ownership: 60.9% → 64.56% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$22.1M
2
LNC
Lincoln National Corp
Pennsylvania
+$3.74M
3
Ameriprise
Ameriprise
Minnesota
+$2.25M
4
BCM
Bluefin Capital Management
New York
+$2.17M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.43M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.62M
2
UCFA
United Capital Financial Advisors
Texas
-$2.18M
3
PFM
Peak Financial Management
Massachusetts
-$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$286K +$128 +2 +0%
ASN
27
Advisory Services Network
Georgia
$231K +$2.37K +37 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$219K +$216K +3,376 New
SWM
29
SeaCrest Wealth Management
New York
$167K +$165K +2,581 New
TAIM
30
TD Ameritrade Investment Management
Nebraska
$131K +$129K +2,023 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$107K -$19.9K -311 -16%
AG
32
Advisor Group
Arizona
$56K +$49.5K +774 +774%
MA
33
MUFG Americas
New York
$23K – – –
Citigroup
34
Citigroup
New York
$15K +$15K +234 New
BlackRock
35
BlackRock
New York
$11K +$1.92K +30 +22%
VFA
36
Valeo Financial Advisors
Indiana
$7K +$6.72K +105 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$5K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$3K -$640 -10 -20%
RJFSA
39
Raymond James Financial Services Advisors
Florida
– -$641K -10,042 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$254K -3,983 Closed
TSS
41
Two Sigma Securities
New York
– -$234K -3,669 Closed
CWP
42
Capital Wealth Planning
Florida
– -$222K -2,025 Closed
1
2

ILTB Hedge Fund Activity: Q4 2017 in Review

39 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2017, worth a combined $165M — up 18% from $140M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ILTB positions and 4 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $22.1M. The largest seller was Jane Street, cutting an estimated $6.62M.

  • 39 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $165M of iShares Core 10+ Year USD Bond ETF stock for Q4 2017, up 18% quarter-over-quarter.
  • 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2017 and 4 closed out, a net change of +7 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2017 was WBI Investments, an estimated $22.1M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2017 was Jane Street, an estimated $6.62M sold.

Based on aggregated 13F filings for Q4 2017.