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iShares Core 10+ Year USD Bond ETF
ILTB

44 hedge funds and large institutions have $143M invested in iShares Core 10+ Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

11.54% more ownership

Funds ownership: 64.19% → 75.73% (+12%)

10% more capital invested

Capital invested by funds: $130M → $143M (+$12.8M)

5% more funds holding

Funds holding: 42 → 44 (+2)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$26.4M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$3.67M
3
Ameriprise
Ameriprise
Minnesota
+$2.75M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.58M
5
CL
Cabana LLC
Arkansas
+$938K

Top Sellers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
-$7.13M
2
Jane Street
Jane Street
New York
-$3.48M
3
Morgan Stanley
Morgan Stanley
New York
-$2.64M
4
UCFA
United Capital Financial Advisors
Texas
-$2.54M
5
WP
WealthShield Partners
North Carolina
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
PFS Investments
Georgia
$288K +$20.6K +355 +8%
WI
27
WrapManager Inc
California
$280K -$15.7K -271 -5%
Citigroup
28
Citigroup
New York
$278K +$174 +3 +0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$230K +$226K +3,891 New
ASN
30
Advisory Services Network
Georgia
$222K -$3.19K -55 -1%
CWP
31
Capital Wealth Planning
Florida
$216K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$181K -$1.04K -18 -0.6%
JP Morgan Chase
33
JP Morgan Chase
New York
$175K -$1.34M -23,119 -89%
SWM
34
SeaCrest Wealth Management
New York
$111K -$1.45K -25 -1%
FCA
35
FinTrust Capital Advisors
South Carolina
$70K +$69.1K +1,191 New
FGC
36
Financial Gravity Companies
Texas
$23K +$22.3K +385 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$19K +$18.9K +326 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.7K +150 New
VFA
39
Valeo Financial Advisors
Indiana
$6K – – –
BlackRock
40
BlackRock
New York
$5K -$3.31K -57 -38%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$4K – – –
CIAS
42
Capital Investment Advisory Services
North Carolina
$3K +$3.36K +58 New
PA
43
Parallel Advisors
California
$1K -$17.5K -301 -94%
CCP
44
Cardan Capital Partners
Colorado
– -$7.13M -119,535 Closed
WP
45
WealthShield Partners
North Carolina
– -$2.38M -39,836 Closed
PWM
46
Paulson Wealth Management
Illinois
– -$665K -11,520 Closed
AAS
47
Annex Advisory Services
Wisconsin
– -$414K -6,945 Closed
FTS
48
Fifth Third Securities
Ohio
– -$412K -6,905 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– -$60K -1,000 Closed
SFM
50
Signet Financial Management
New Jersey
– -$10K -168 Closed
1
2
3

ILTB Hedge Fund Activity: Q4 2018 in Review

44 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2018, worth a combined $143M — up 9.8% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ILTB positions and 10 closed out — a net gain of 2 holders — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $26.4M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $7.13M sold.

  • 44 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2018, up from 42 in Q3 2018.
  • Funds reported $143M of iShares Core 10+ Year USD Bond ETF stock for Q4 2018, up 9.8% quarter-over-quarter.
  • 12 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2018 and 10 closed out, a net change of +2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $26.4M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2018 was Cardan Capital Partners, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2018.