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iShares Core 10+ Year USD Bond ETF
ILTB

68 hedge funds and large institutions have $177M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

1.91% less ownership

Funds ownership: 45.65% → 43.74% (-1.9%)

8% less funds holding

Funds holding: 74 → 68 (-6)

16% less capital invested

Capital invested by funds: $211M → $177M (-$34.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
27
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.86M
3
AWM
AE Wealth Management
Kansas
+$3.58M
4
BC
Brio Consultants
California
+$2.47M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$32.1M
2
IFG
Independent Financial Group
California
-$7.75M
3
UWM
USAdvisors Wealth Management
Minnesota
-$5.51M
4
OBWG
Onyx Bridge Wealth Group
New York
-$1.68M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$857K +$92.5K +1,318 +12%
GFPC
27
Global Financial Private Client
Florida
$820K +$798K +11,375 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$813K -$9.19K -131 -1%
SIS
29
Sound Income Strategies
Florida
$775K -$104K -1,486 -12%
Betterment LLC
30
Betterment LLC
New York
$724K +$43.2K +615 +7%
PAG
31
Private Advisor Group
New Jersey
$647K -$9.26K -132 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$555K -$1.07M -15,271 -67%
CAN
33
Cetera Advisor Networks
California
$512K +$18.2K +260 +4%
5L
34
55I LLC
Massachusetts
$502K -$484K -6,895 -50%
HI
35
Harbour Investments
Wisconsin
$486K -$98.2K -1,399 -17%
IAIM
36
International Assets Investment Management
Florida
$426K -$416K -5,922 -50%
ASN
37
Advisory Services Network
Georgia
$411K -$28.8K -410 -7%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$398K -$47.2K -672 -11%
MA
39
Mutual Advisors
Nebraska
$390K +$40.8K +581 +12%
RB
40
Renasant Bank
Mississippi
$349K +$3.79K +54 +1%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$320K +$185K +2,642 +148%
OMC
42
Old Mission Capital
Illinois
$319K +$310K +4,421 New
UCFA
43
United Capital Financial Advisors
Texas
$316K -$1.47K -21 -0.5%
UBS Group
44
UBS Group
Switzerland
$280K +$23.9K +340 +10%
SS
45
Sunbelt Securities
Texas
$253K -$118K -1,680 -33%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$241K +$10.7K +152 +5%
SPC
47
Sigma Planning Corp
Michigan
$225K -$35.9K -511 -14%
Barclays
48
Barclays
United Kingdom
$221K +$215K +3,057 New
UWM
49
USAdvisors Wealth Management
Minnesota
$208K -$5.51M -78,536 -96%
FTUS
50
Flow Traders U.S.
New York
$202K +$197K +2,801 New
1
2
3 4

ILTB Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2021, worth a combined $177M — down 16% from $211M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ILTB and 8 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was Jane Street, adding an estimated $9.62M. The largest seller was Ameriprise, cutting an estimated $32.1M.

  • 68 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2021, down from 74 in Q1 2021.
  • Funds reported $177M of iShares Core 10+ Year USD Bond ETF stock for Q2 2021, down 16% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2021 and 14 closed out, a net change of -6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2021 was Jane Street, an estimated $9.62M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.