iShares Core 10+ Year USD Bond ETF
ILTB
60 hedge funds and large institutions have $154M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 7 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less funds holding
Funds holding: 61 → 60 (-1)
5.58% less ownership
Funds ownership: 47.96% → 42.38% (-5.6%)
12% less capital invested
Capital invested by funds: $174M → $154M (-$20M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brio Consultants
San Francisco,
California
|
+$14.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.92M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.91M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$26.4M |
| 2 |
CS
Comerica Securities
Detroit,
Michigan
|
-$16.2M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
-$9.07M |
| 4 |
Morgan Stanley
New York
|
-$4.14M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.99M |
ILTB Hedge Fund Activity: Q2 2020 in Review
60 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2020, worth a combined $154M — down 12% from $174M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ILTB and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 27 added.
The largest buyer was Brio Consultants, opening a new position worth an estimated $14.9M. The largest seller was Jane Street, cutting an estimated $26.4M.
- 60 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2020, down from 61 in Q1 2020.
- Funds reported $154M of iShares Core 10+ Year USD Bond ETF stock for Q2 2020, down 12% quarter-over-quarter.
- 6 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2020 and 7 closed out, a net change of -1 holder.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2020 was Brio Consultants, an estimated $14.9M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2020 was Jane Street, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2020.