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iShares Core 10+ Year USD Bond ETF
ILTB

74 hedge funds and large institutions have $211M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

0.5% more ownership

Funds ownership: 45.15% → 45.65% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 75 → 74 (-1)

5% less capital invested

Capital invested by funds: $223M → $211M (-$11.2M)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
32
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$6.86M
2
UWM
USAdvisors Wealth Management
Minnesota
+$5.83M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.03M
4
SIAG
Safeguard Investment Advisory Group
California
+$4.01M
5
Ameriprise
Ameriprise
Minnesota
+$3.23M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$13.2M
2
PWM
Provident Wealth Management
Tennessee
-$3.54M
3
LPL Financial
LPL Financial
California
-$2.55M
4
Jane Street
Jane Street
New York
-$2.4M
5
Wells Fargo
Wells Fargo
California
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.42M -$2.4M -33,475 -62%
SWP
27
Summit Wealth Partners
Florida
$1.4M +$66.8K +932 +5%
QI
28
QS Investors
New York
$1.3M – – –
Comerica Bank
29
Comerica Bank
Texas
$1.29M – – –
5L
30
55I LLC
Massachusetts
$949K +$992K +13,841 New
IAIM
31
International Assets Investment Management
Florida
$857K +$423K +5,903 +100%
SIS
32
Sound Income Strategies
Florida
$837K +$457K +6,381 +109%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$781K -$24.1K -337 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$723K -$190K -2,652 -20%
Betterment LLC
35
Betterment LLC
New York
$644K +$97.2K +1,356 +17%
WFWM
36
Wechter Feldman Wealth Management
New Jersey
$633K +$201K +2,811 +44%
IF
37
Intrua Financial
Texas
$627K +$645K +8,998 New
PAG
38
Private Advisor Group
New Jersey
$623K -$604K -8,423 -48%
HI
39
Harbour Investments
Wisconsin
$557K +$582K +8,121 New
OWA
40
Outlook Wealth Advisors
Texas
$550K +$8.96K +125 +2%
CS
41
Comerica Securities
Michigan
$537K -$178K -2,481 -24%
CAN
42
Cetera Advisor Networks
California
$468K +$26.9K +375 +6%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$424K +$443K +6,185 New
PI
44
PFS Investments
Georgia
$422K -$14.8K -207 -3%
ASN
45
Advisory Services Network
Georgia
$418K +$149K +2,080 +52%
SS
46
Sunbelt Securities
Texas
$352K +$367K +5,128 New
MA
47
Mutual Advisors
Nebraska
$330K -$21.3K -297 -6%
RB
48
Renasant Bank
Mississippi
$328K +$3.44K +48 +1%
UCFA
49
United Capital Financial Advisors
Texas
$301K -$61K -852 -16%
RPG
50
Resource Planning Group
Georgia
$274K +$287K +4,001 New
1
2
3 4

ILTB Hedge Fund Activity: Q1 2021 in Review

74 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2021, worth a combined $211M — down 5% from $223M a quarter earlier.

Fund positioning in ILTB was balanced in Q1 2021: 14 funds opened new positions, 14 closed out, 32 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $6.86M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $13.2M sold.

  • 74 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2021, down from 75 in Q4 2020.
  • Funds reported $211M of iShares Core 10+ Year USD Bond ETF stock for Q1 2021, down 5% quarter-over-quarter.
  • 14 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2021 and 14 closed out, a net change of 0 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2021 was AE Wealth Management, an estimated $6.86M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2021 was Simplicity Solutions, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2021.