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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

60 hedge funds and large institutions have $169M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
12
Increased
25
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$20.7M
2
CS
Comerica Securities
Michigan
+$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.92M
4
SFSG
Sound Financial Strategies Group
Mississippi
+$3.54M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.78M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.53M
3
SL
Systelligence LLC
Minnesota
-$3.33M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.76M
5
SMM
Stadion Money Management
Georgia
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$193K +$185K +2,591 +2,215%
CAAS
52
Capital Asset Advisory Services
Michigan
$111K -$46.4K -643 -29%
FCA
53
FinTrust Capital Advisors
South Carolina
$91K +$5.19K +73 +6%
LAS
54
Lloyd Advisory Services
Georgia
$66K +$18.4K +258 +39%
GWM
55
Geneos Wealth Management
Colorado
$36K – – –
Citigroup
56
Citigroup
New York
$25K -$9.7K -137 -28%
APA
57
American Portfolios Advisors
New York
$21.4K – – –
NFG
58
Next Financial Group
Texas
$14K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$5K – – –
SWM
60
Selective Wealth Management
Virginia
$3K +$3K +43 New
WCG
61
Weaver Consulting Group
California
$2K – – –
SL
62
Systelligence LLC
Minnesota
– -$3.33M -48,846 Closed
AWS
63
AJ Wealth Strategies
New York
– -$2.52M -36,937 Closed
SPC
64
Sigma Planning Corp
Michigan
– -$1.01M -14,826 Closed
CA
65
Cetera Advisors
Colorado
– -$576K -8,467 Closed
IWC
66
Integrated Wealth Concepts
Massachusetts
– -$469K -6,881 Closed
IAA
67
Independent Advisor Alliance
North Carolina
– -$359K -5,275 Closed
Bank of New York Mellon
68
Bank of New York Mellon
New York
– -$339K -4,985 Closed
RJA
69
Raymond James & Associates
Florida
– -$337K -4,949 Closed
Truist Financial
70
Truist Financial
North Carolina
– -$324K -4,759 Closed
KWM
71
Kingsview Wealth Management
Oregon
– -$322K -4,729 Closed
SA
72
Stewardship Advisors
Pennsylvania
– -$250K -3,672 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– -$230K -3,379 Closed
CMO
74
Covenant Multifamily Offices
Texas
– -$271K -2,712 Closed
RIA
75
Realta Investment Advisors
Delaware
– -$1K -20 Closed
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