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iShares Core 10+ Year USD Bond ETF
ILTB

61 hedge funds and large institutions have $174M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

27% more capital invested

Capital invested by funds: $137M → $174M (+$37.2M)

6.96% more ownership

Funds ownership: 40.99% → 47.96% (+7%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

5% less funds holding

Funds holding: 64 → 61 (-3)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.11%
New
13
Increased
25
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$20.5M
2
CS
Comerica Securities
Michigan
+$15M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.89M
4
SFSG
Sound Financial Strategies Group
Mississippi
+$3.5M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.74M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.5M
3
SL
Systelligence LLC
Minnesota
-$3.33M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.73M
5
SMM
Stadion Money Management
Georgia
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
WESPAC Advisors
California
$206K +$204K +2,887 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$193K +$183K +2,591 +2,215%
CAAS
53
Capital Asset Advisory Services
Michigan
$111K -$45.4K -643 -29%
FCA
54
FinTrust Capital Advisors
South Carolina
$91K +$5.15K +73 +6%
LAS
55
Lloyd Advisory Services
Georgia
$66K +$18.2K +258 +39%
GWM
56
Geneos Wealth Management
Colorado
$36K – – –
Citigroup
57
Citigroup
New York
$25K -$9.67K -137 -28%
APA
58
American Portfolios Advisors
New York
$21.4K – – –
NFG
59
Next Financial Group
Texas
$14K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$5K – – –
SWM
61
Selective Wealth Management
Virginia
$3K +$3.04K +43 New
WCG
62
Weaver Consulting Group
California
$2K – – –
SL
63
Systelligence LLC
Minnesota
– -$3.33M -48,846 Closed
AWS
64
AJ Wealth Strategies
New York
– -$2.52M -36,937 Closed
SPC
65
Sigma Planning Corp
Michigan
– -$1.01M -14,826 Closed
CA
66
Cetera Advisors
Colorado
– -$576K -8,467 Closed
IWC
67
Integrated Wealth Concepts
Massachusetts
– -$469K -6,881 Closed
IAA
68
Independent Advisor Alliance
North Carolina
– -$359K -5,275 Closed
Bank of New York Mellon
69
Bank of New York Mellon
New York
– -$339K -4,985 Closed
RJA
70
Raymond James & Associates
Florida
– -$337K -4,949 Closed
Truist Financial
71
Truist Financial
North Carolina
– -$324K -4,759 Closed
KWM
72
Kingsview Wealth Management
Oregon
– -$322K -4,729 Closed
SA
73
Stewardship Advisors
Pennsylvania
– -$250K -3,672 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$230K -3,379 Closed
CMO
75
Covenant Multifamily Offices
Texas
– -$271K -2,712 Closed
1 2
3
4

ILTB Hedge Fund Activity: Q1 2020 in Review

61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2020, worth a combined $174M — up 27% from $137M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ILTB and 13 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $20.5M. The largest seller was Morgan Stanley, cutting an estimated $4.74M.

  • 61 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2020, down from 64 in Q4 2019.
  • Funds reported $174M of iShares Core 10+ Year USD Bond ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2020 and 14 closed out, a net change of -1 holder.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2020 was Jane Street, an estimated $20.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2020 was Morgan Stanley, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2020.