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iShares Core 10+ Year USD Bond ETF
ILTB

45 hedge funds and large institutions have $163M invested in iShares Core 10+ Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $143M → $163M (+$19.9M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more funds holding

Funds holding: 44 → 45 (+1)

7.62% less ownership

Funds ownership: 75.73% → 68.11% (-7.6%)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
+$11.2M
2
Jane Street
Jane Street
New York
+$3.86M
3
CS
Comerica Securities
Michigan
+$2.12M
4
AG
Advisor Group
Arizona
+$1.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.66M
2
UCFA
United Capital Financial Advisors
Texas
-$1.87M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16M
4
SMM
Stadion Money Management
Georgia
-$980K
5
CL
Cabana LLC
Arkansas
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$369K +$905 +15 +0.3%
PI
27
PFS Investments
Georgia
$360K +$55.1K +913 +19%
MA
28
Mutual Advisors
Nebraska
$339K -$8.26K -137 -2%
WI
29
WrapManager Inc
California
$321K +$22.4K +372 +8%
OC
30
Oppenheimer & Co
New York
$261K +$252K +4,171 New
ASN
31
Advisory Services Network
Georgia
$236K +$181 +3 +0.1%
CWP
32
Capital Wealth Planning
Florida
$221K – – –
Citigroup
33
Citigroup
New York
$198K -$93K -1,542 -33%
JP Morgan Chase
34
JP Morgan Chase
New York
$178K -$7.84K -130 -4%
SWM
35
SeaCrest Wealth Management
New York
$118K – – –
BlackRock
36
BlackRock
New York
$109K +$99.3K +1,646 +1,770%
FCA
37
FinTrust Capital Advisors
South Carolina
$80K +$4.28K +71 +6%
FGAM
38
Financial Gravity Asset Management
Texas
$24K +$23.2K +385 New
APA
39
American Portfolios Advisors
New York
$18.8K +$18.1K +300 New
S
40
SignatureFD
Georgia
$6K +$5.37K +89 New
CIAS
41
Capital Investment Advisory Services
North Carolina
$4K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$4K – – –
WCG
43
Weaver Consulting Group
California
$2K +$1.69K +28 New
PA
44
Parallel Advisors
California
$1K -$422 -7 -35%
RIA
45
Realta Investment Advisors
Delaware
$1K +$1.21K +20 New
CL
46
Cabana LLC
Arkansas
– -$955K -16,184 Closed
FIA
47
Foundations Investment Advisors
Arizona
– -$456K -7,545 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$230K -3,891 Closed
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
– -$19K -326 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$9K -150 Closed
1
2
3

ILTB Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2019, worth a combined $163M — up 14% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ILTB positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was KeyBank National Association, opening a new position worth an estimated $11.2M. The largest seller was Ameriprise, cutting an estimated $3.66M.

  • 45 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2019, up from 44 in Q4 2018.
  • Funds reported $163M of iShares Core 10+ Year USD Bond ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2019 was KeyBank National Association, an estimated $11.2M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2019 was Ameriprise, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2019.