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iShares Core 10+ Year USD Bond ETF

64 hedge funds and large institutions have $137M invested in iShares Core 10+ Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

19% more capital invested

Capital invested by funds: $114M → $137M (+$22.1M)

12% more funds holding

Funds holding: 5764 (+7)

5.07% more ownership

Funds ownership: 35.93%40.99% (+5.1%)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Comerica Securities
Michigan
$952K -$3.62M -52,781 -79%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$938K +$944K +13,774 New
IC
28
Inscription Capital
Texas
$891K +$897K +13,086 New
WP
29
WealthShield Partners
North Carolina
$883K -$107K -1,559 -11%
UCFA
30
United Capital Financial Advisors
Texas
$879K -$182K -2,660 -17%
Citadel Advisors
31
Citadel Advisors
Florida
$802K +$560K +8,168 +226%
PAG
32
Private Advisor Group
New Jersey
$764K +$8.16K +119 +1%
UBS Group
33
UBS Group
Switzerland
$687K -$13.1K -191 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$685K +$37.8K +551 +6%
TA
35
Townsend & Associates
Colorado
$634K +$41.8K +610 +7%
Bank of America
36
Bank of America
North Carolina
$604K -$12.8K -187 -2%
MWC
37
MKD Wealth Coaches
Michigan
$586K -$4.59K -67 -0.8%
CA
38
Cetera Advisors
Colorado
$576K -$1.04M -15,218 -64%
PI
39
PFS Investments
Georgia
$551K +$80K +1,167 +17%
BlackRock
40
BlackRock
New York
$533K +$148K +2,166 +38%
WFWM
41
Wechter Feldman Wealth Management
New Jersey
$530K +$75.7K +1,104 +17%
IWC
42
Integrated Wealth Concepts
Massachusetts
$469K +$472K +6,881 New
IAA
43
Independent Advisor Alliance
North Carolina
$359K +$362K +5,275 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$339K +$54.2K +791 +19%
RJA
45
Raymond James & Associates
Florida
$337K +$1.65K +24 +0.5%
Truist Financial
46
Truist Financial
North Carolina
$324K +$326K +4,759 New
KWM
47
Kingsview Wealth Management
Oregon
$322K +$324K +4,729 New
WI
48
WrapManager Inc
California
$295K -$32.1K -468 -10%
CMO
49
Covenant Multifamily Offices
Texas
$271K +$186K +2,712 New
CAN
50
Cetera Advisor Networks
California
$262K -$12.3K -179 -4%

ILTB Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2019, worth a combined $137M — up 19% from $114M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILTB positions and 9 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.4M. The largest seller was Comerica Securities, cutting an estimated $3.62M.

  • 64 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2019, up from 57 in Q3 2019.
  • Funds reported $137M of iShares Core 10+ Year USD Bond ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2019 and 9 closed out, a net change of +8 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $4.4M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2019 was Comerica Securities, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.