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iShares Core 10+ Year USD Bond ETF

75 hedge funds and large institutions have $223M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

16% more capital invested

Capital invested by funds: $192M → $223M (+$30.2M)

14% more funds holding

Funds holding: 6675 (+9)

0.66% more ownership

Funds ownership: 44.49%45.15% (+0.66%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
29
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
26
QS Investors
New York
$1.45M
Comerica Bank
27
Comerica Bank
Texas
$1.36M +$1.39M +18,346 New
PAG
28
Private Advisor Group
New Jersey
$1.34M +$468K +6,187 +55%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.2M +$830K +10,978 +232%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.01M +$168K +2,218 +20%
Bank of America
31
Bank of America
North Carolina
$997K +$55.3K +732 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$897K -$7.56K -100 -0.8%
CS
33
Comerica Securities
Michigan
$788K +$86.4K +1,143 +12%
WP
34
WealthShield Partners
North Carolina
$748K
IC
35
Inscription Capital
Texas
$647K -$180K -2,384 -22%
Betterment LLC
36
Betterment LLC
New York
$615K +$127K +1,675 +26%
OWA
37
Outlook Wealth Advisors
Texas
$603K -$9.45K -125 -2%
CAN
38
Cetera Advisor Networks
California
$493K +$8.16K +108 +2%
WFWM
39
Wechter Feldman Wealth Management
New Jersey
$490K -$16.1K -213 -3%
PI
40
PFS Investments
Georgia
$470K -$4.53K -60 -0.9%
IAIM
41
International Assets Investment Management
Florida
$452K +$151 +2 +0%
SIS
42
Sound Income Strategies
Florida
$446K +$441K +5,830 New
AWS
43
AJ Wealth Strategies
New York
$427K
UCFA
44
United Capital Financial Advisors
Texas
$401K -$229K -3,033 -37%
MA
45
Mutual Advisors
Nebraska
$391K -$236K -3,120 -38%
Prudential Financial
46
Prudential Financial
New Jersey
$378K -$105K -1,385 -22%
RB
47
Renasant Bank
Mississippi
$361K +$358K +4,732 New
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$357K +$353K +4,667 New
ASN
49
Advisory Services Network
Georgia
$307K +$756 +10 +0.2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$275K +$272K +3,603 New

ILTB Hedge Fund Activity: Q4 2020 in Review

75 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2020, worth a combined $223M — up 16% from $192M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILTB positions and 10 closed out — a net gain of 9 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.5M. The largest seller was Jane Street, cutting an estimated $18.7M.

  • 75 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2020, up from 66 in Q3 2020.
  • Funds reported $223M of iShares Core 10+ Year USD Bond ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 19 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2020 and 10 closed out, a net change of +9 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2020 was Ameriprise, an estimated $27.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2020 was Jane Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2020.