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iShares Core 10+ Year USD Bond ETF
ILTB

75 hedge funds and large institutions have $223M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

16% more capital invested

Capital invested by funds: $192M → $223M (+$30.2M)

14% more funds holding

Funds holding: 66 → 75 (+9)

0.66% more ownership

Funds ownership: 44.49% → 45.15% (+0.66%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
29
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$27.5M
2
SFP
Strategic Financial Partners
Oregon
+$2.33M
3
AWM
AE Wealth Management
Kansas
+$2.22M
4
Wells Fargo
Wells Fargo
California
+$2.11M
5
SS
Simplicity Solutions
Minnesota
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.68M
4
SFSG
Sound Financial Strategies Group
Mississippi
-$3.77M
5
Osaic Holdings
Osaic Holdings
Arizona
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
WrapManager Inc
California
$263K +$2.34K +31 +0.9%
SPC
52
Sigma Planning Corp
Michigan
$261K +$258K +3,411 New
WP
53
WealthSource Partners
California
$240K +$237K +3,142 New
WP
54
WealthPLAN Partners
Nebraska
$220K +$226K +2,997 New
UBS Group
55
UBS Group
Switzerland
$215K +$95.9K +1,269 +82%
KeyBank National Association
56
KeyBank National Association
Ohio
$203K -$9.07K -120 -4%
AWM
57
Avior Wealth Management
Nebraska
$171K -$76.5K -1,013 -31%
BAMG
58
Brand Asset Management Group
Missouri
$125K +$124K +1,640 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$87K -$302 -4 -0.4%
LAS
60
Lloyd Advisory Services
Georgia
$86K +$16.7K +221 +24%
RG
61
Retirement Group
California
$79K +$1.06K +14 +1%
FCA
62
FinTrust Capital Advisors
South Carolina
$45K -$453 -6 -1%
GWM
63
Geneos Wealth Management
Colorado
$34K +$37.8K +500 New
TLFA
64
True Link Financial Advisors
California
$31K +$31.1K +412 New
APA
65
American Portfolios Advisors
New York
$22.9K -$1.06K -14 -4%
RCA
66
Rowland Carmichael Advisors
Arizona
$22K – – –
Citigroup
67
Citigroup
New York
$20K +$302 +4 +2%
NFG
68
Next Financial Group
Texas
$14K – – –
RFA
69
Reilly Financial Advisors
California
$8K – – –
VFA
70
Valeo Financial Advisors
Indiana
$8K – – –
FFA
71
Founders Financial Alliance
North Carolina
$3K – – –
SWM
72
Selective Wealth Management
Virginia
$3K – – –
FPCG
73
Fort Pitt Capital Group
Pennsylvania
$3K +$3.17K +42 New
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$1K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$1K +$907 +12 New
1 2
3
4

ILTB Hedge Fund Activity: Q4 2020 in Review

75 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2020, worth a combined $223M — up 16% from $192M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILTB positions and 10 closed out — a net gain of 9 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.5M. The largest seller was Jane Street, cutting an estimated $18.7M.

  • 75 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2020, up from 66 in Q3 2020.
  • Funds reported $223M of iShares Core 10+ Year USD Bond ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 19 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2020 and 10 closed out, a net change of +9 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2020 was Ameriprise, an estimated $27.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2020 was Jane Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2020.