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iShares Core 10+ Year USD Bond ETF

74 hedge funds and large institutions have $211M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

0.5% more ownership

Funds ownership: 45.15%45.65% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 7574 (-1)

5% less capital invested

Capital invested by funds: $223M → $211M (-$11.2M)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
32
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$259K +$271K +3,782 New
SPC
52
Sigma Planning Corp
Michigan
$248K +$14.9K +208 +6%
UBS Group
53
UBS Group
Switzerland
$243K +$52.1K +727 +26%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$218K -$29.7K -415 -12%
AWM
55
Avior Wealth Management
Nebraska
$125K -$29.8K -416 -19%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$122K +$127K +1,773 +14,775%
LAS
57
Lloyd Advisory Services
Georgia
$103K +$27.3K +381 +34%
RG
58
Retirement Group
California
$72K +$430 +6 +0.6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$71K -$6.88K -96 -8%
FCA
60
FinTrust Capital Advisors
South Carolina
$40K
GWM
61
Geneos Wealth Management
Colorado
$40K +$5.66K +79 +16%
TLFA
62
True Link Financial Advisors
California
$28K
CTB
63
Country Trust Bank
Illinois
$22K +$23.4K +326 New
APA
64
American Portfolios Advisors
New York
$20.6K
Citigroup
65
Citigroup
New York
$18K +$72 +1 +0.4%
BCPWM
66
Bradley & Co Private Wealth Management
Florida
$15K +$15.9K +222 New
NFG
67
Next Financial Group
Texas
$12K
SWM
68
Spire Wealth Management
Virginia
$12K +$12.3K +172 New
RFA
69
Reilly Financial Advisors
California
$7K
VFA
70
Valeo Financial Advisors
Indiana
$7K +$72 +1 +1%
GI
71
Gradient Investments
Minnesota
$6K +$6.09K +85 New
SFS
72
Sowell Financial Services
Arkansas
$4K +$3.73K +52 New
FFA
73
Founders Financial Alliance
North Carolina
$2K
SS
74
Simplicity Solutions
Minnesota
-$13.2M -173,008 Closed
PWM
75
Provident Wealth Management
Tennessee
-$3.54M -46,351 Closed