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iShares Core 10+ Year USD Bond ETF
ILTB

64 hedge funds and large institutions have $137M invested in iShares Core 10+ Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

19% more capital invested

Capital invested by funds: $114M → $137M (+$22.1M)

12% more funds holding

Funds holding: 57 → 64 (+7)

5.07% more ownership

Funds ownership: 35.93% → 40.99% (+5.1%)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.4M
2
Jane Street
Jane Street
New York
+$4.1M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.16M
4
AWM
AE Wealth Management
Kansas
+$1.91M
5
SS
Simplicity Solutions
Minnesota
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
CS
Comerica Securities
Michigan
-$3.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.06M
3
SMM
Stadion Money Management
Georgia
-$2.99M
4
CA
Cetera Advisors
Colorado
-$1.04M
5
Morgan Stanley
Morgan Stanley
New York
-$801K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$262K +$9.12K +133 +4%
SA
52
Stewardship Advisors
Pennsylvania
$250K +$252K +3,672 New
FFG
53
Ford Financial Group
California
$232K +$32.4K +473 +16%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$230K +$232K +3,379 New
CAAS
55
Capital Asset Advisory Services
Michigan
$155K +$149K +2,181 New
FCA
56
FinTrust Capital Advisors
South Carolina
$82K +$69 +1 +0.1%
LAS
57
Lloyd Advisory Services
Georgia
$45K +$45.6K +666 New
GWM
58
Geneos Wealth Management
Colorado
$34K +$137 +2 +0.4%
Citigroup
59
Citigroup
New York
$33K -$154K -2,243 -82%
APA
60
American Portfolios Advisors
New York
$20.4K – – –
NFG
61
Next Financial Group
Texas
$13K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$8K +$6.99K +102 +680%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$5K – – –
WCG
64
Weaver Consulting Group
California
$2K – – –
RIA
65
Realta Investment Advisors
Delaware
$1K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$3.06M -44,184 Closed
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
– -$625K -9,014 Closed
WP
68
WealthSource Partners
California
– -$476K -6,862 Closed
FAAS
69
First Allied Advisory Services
California
– -$36K -519 Closed
FGAM
70
Financial Gravity Asset Management
Texas
– -$27K -385 Closed
CAN
71
Claraphi Advisory Network
United States
– -$6K -93 Closed
CIAS
72
Capital Investment Advisory Services
North Carolina
– -$4K -58 Closed
SFS
73
Sowell Financial Services
Arkansas
– -$2K -28 Closed
JWA
74
JFS Wealth Advisors
Pennsylvania
– -$1K -18 Closed
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ILTB Hedge Fund Activity: Q4 2019 in Review

64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2019, worth a combined $137M — up 19% from $114M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILTB positions and 9 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.4M. The largest seller was Comerica Securities, cutting an estimated $3.62M.

  • 64 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2019, up from 57 in Q3 2019.
  • Funds reported $137M of iShares Core 10+ Year USD Bond ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2019 and 9 closed out, a net change of +8 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $4.4M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2019 was Comerica Securities, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2019.