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iShares Core 10+ Year USD Bond ETF
ILTB

70 hedge funds and large institutions have $161M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 68 → 70 (+2)

2.31% less ownership

Funds ownership: 43.74% → 41.42% (-2.3%)

9% less capital invested

Capital invested by funds: $177M → $161M (-$16.2M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
28
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$3.37M
2
BC
Brio Consultants
California
+$1.14M
3
SIAG
Safeguard Investment Advisory Group
California
+$820K
4
WP
WealthShield Partners
North Carolina
+$651K
5
CW
CreativeOne Wealth
Kansas
+$513K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.28M
2
SMM
Stadion Money Management
Georgia
-$4.91M
3
Ameriprise
Ameriprise
Minnesota
-$4.68M
4
Morgan Stanley
Morgan Stanley
New York
-$2.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Client
Florida
$795K -$24.6K -335 -3%
SIS
27
Sound Income Strategies
Florida
$733K -$35.5K -483 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$703K -$150K -2,041 -17%
PAG
29
Private Advisor Group
New Jersey
$646K +$4.92K +67 +0.7%
WP
30
WealthShield Partners
North Carolina
$634K +$651K +8,859 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$596K +$47.7K +650 +8%
CAN
32
Cetera Advisor Networks
California
$569K +$63.2K +861 +12%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$518K – – –
CW
34
CreativeOne Wealth
Kansas
$501K +$513K +6,992 New
HI
35
Harbour Investments
Wisconsin
$468K -$13.3K -181 -3%
IAIM
36
International Assets Investment Management
Florida
$429K +$6.68K +91 +2%
ASN
37
Advisory Services Network
Georgia
$409K +$1.84K +25 +0.4%
MA
38
Mutual Advisors
Nebraska
$391K +$4.19K +57 +1%
FA
39
Fermata Advisors
California
$373K +$382K +5,207 New
RB
40
Renasant Bank
Mississippi
$369K +$23.6K +322 +7%
OMC
41
Old Mission Capital
Illinois
$366K +$50.6K +689 +16%
MHR
42
Matthew Hamilton Rosenberg
$362K +$371K +5,053 New
UCFA
43
United Capital Financial Advisors
Texas
$311K -$2.13K -29 -0.7%
UBS Group
44
UBS Group
Switzerland
$303K +$25.4K +346 +9%
SS
45
Sunbelt Securities
Texas
$253K – – –
SI
46
Stephens Inc
Arkansas
$244K +$250K +3,405 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$233K -$5.8K -79 -2%
T
48
TNF
Montana
$232K +$232K +3,155 New
SPC
49
Sigma Planning Corp
Michigan
$228K +$5.88K +80 +3%
UWM
50
USAdvisors Wealth Management
Minnesota
$207K – – –
1
2
3 4

ILTB Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2021, worth a combined $161M — down 9.1% from $177M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ILTB positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.37M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.28M sold.

  • 70 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2021, up from 68 in Q2 2021.
  • Funds reported $161M of iShares Core 10+ Year USD Bond ETF stock for Q3 2021, down 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2021 was AE Wealth Management, an estimated $3.37M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $5.28M sold.

Based on aggregated 13F filings for Q3 2021.