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iShares Core 10+ Year USD Bond ETF

75 hedge funds and large institutions have $145M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

7% more funds holding

Funds holding: 7075 (+5)

1.26% less ownership

Funds ownership: 41.42%40.16% (-1.3%)

10% less capital invested

Capital invested by funds: $161M → $145M (-$15.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
29
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
26
Global Financial Private Client
Florida
$752K -$44K -610 -6%
FA
27
Fermata Advisors
California
$697K +$322K +4,460 +86%
SIS
28
Sound Income Strategies
Florida
$693K -$46.3K -641 -6%
WP
29
WealthShield Partners
North Carolina
$639K
PAG
30
Private Advisor Group
New Jersey
$635K -$16.7K -231 -3%
CAN
31
Cetera Advisor Networks
California
$594K +$20.9K +289 +4%
CW
32
CreativeOne Wealth
Kansas
$574K +$69.8K +967 +14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$535K -$66.3K -918 -11%
RB
34
Renasant Bank
Mississippi
$479K +$107K +1,487 +29%
MA
35
Mutual Advisors
Nebraska
$452K +$58.5K +810 +15%
IAIM
36
International Assets Investment Management
Florida
$432K +$72 +1 +0%
NA
37
NewEdge Advisors
Louisiana
$419K +$419K +5,811 New
ASN
38
Advisory Services Network
Georgia
$412K
OMC
39
Old Mission Capital
Illinois
$382K +$13.4K +185 +4%
MHR
40
Matthew Hamilton Rosenberg
$369K +$4.55K +63 +1%
HI
41
Harbour Investments
Wisconsin
$346K -$126K -1,749 -27%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$336K -$373K -5,168 -53%
UCFA
43
United Capital Financial Advisors
Texas
$319K +$5.92K +82 +2%
UBS Group
44
UBS Group
Switzerland
$314K +$8.37K +116 +3%
BC
45
Brio Consultants
California
$310K -$21M -290,957 -99%
CAP
46
Columbia Advisory Partners
Washington
$290K +$290K +4,021 New
SS
47
Sunbelt Securities
Texas
$284K +$57.7K +800 +23%
Citadel Advisors
48
Citadel Advisors
Florida
$247K -$1.49M -20,696 -86%
SI
49
Stephens Inc
Arkansas
$246K
SPC
50
Sigma Planning Corp
Michigan
$232K +$1.95K +27 +0.8%

ILTB Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2021, worth a combined $145M — down 9.8% from $161M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ILTB positions and 2 closed out — a net gain of 5 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.58M. The largest seller was Brio Consultants, cutting an estimated $21M.

  • 75 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $145M of iShares Core 10+ Year USD Bond ETF stock for Q4 2021, down 9.8% quarter-over-quarter.
  • 7 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $3.58M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2021 was Brio Consultants, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.