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iShares Core 10+ Year USD Bond ETF
ILTB

70 hedge funds and large institutions have $161M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 68 → 70 (+2)

2.31% less ownership

Funds ownership: 43.74% → 41.42% (-2.3%)

9% less capital invested

Capital invested by funds: $177M → $161M (-$16.2M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
28
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$3.37M
2
BC
Brio Consultants
California
+$1.14M
3
SIAG
Safeguard Investment Advisory Group
California
+$820K
4
WP
WealthShield Partners
North Carolina
+$651K
5
CW
CreativeOne Wealth
Kansas
+$513K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.28M
2
SMM
Stadion Money Management
Georgia
-$4.91M
3
Ameriprise
Ameriprise
Minnesota
-$4.68M
4
Morgan Stanley
Morgan Stanley
New York
-$2.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
51
HBW Advisory Services
California
$205K +$210K +2,862 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$160K +$3.89K +53 +2%
LAS
53
Lloyd Advisory Services
Georgia
$152K +$25.3K +345 +19%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$137K +$140K +1,908 New
LWM
55
Liberty Wealth Management
California
$109K +$808 +11 +0.7%
GWM
56
Geneos Wealth Management
Colorado
$41K – – –
FCA
57
FinTrust Capital Advisors
South Carolina
$23K +$73 +1 +0.3%
RG
58
Retirement Group
California
$23K +$4.11K +56 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$22K – – –
APA
60
American Portfolios Advisors
New York
$21.5K – – –
Citigroup
61
Citigroup
New York
$19K +$147 +2 +0.8%
BCPWM
62
Bradley & Co Private Wealth Management
Florida
$16K – – –
AWM
63
Avior Wealth Management
Nebraska
$14K – – –
NFG
64
Next Financial Group
Texas
$13K – – –
SWM
65
Spire Wealth Management
Virginia
$12K – – –
AWA
66
Arkadios Wealth Advisors
Georgia
$12K +$12.8K +174 New
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$134K -1,830 -93%
PCFFS
68
Pacific Center for Financial Services
California
$9K +$9.33K +127 New
FFA
69
Founders Financial Alliance
North Carolina
$2K – – –
SWM
70
Selective Wealth Management
Virginia
$1K – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$5.28M -73,091 Closed
Comerica Bank
72
Comerica Bank
Texas
– -$1.06M -14,390 Closed
5L
73
55I LLC
Massachusetts
– -$502K -6,946 Closed
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
– -$398K -5,513 Closed
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
– -$320K -4,427 Closed
1 2
3
4

ILTB Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2021, worth a combined $161M — down 9.1% from $177M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ILTB positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.37M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.28M sold.

  • 70 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2021, up from 68 in Q2 2021.
  • Funds reported $161M of iShares Core 10+ Year USD Bond ETF stock for Q3 2021, down 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2021 was AE Wealth Management, an estimated $3.37M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $5.28M sold.

Based on aggregated 13F filings for Q3 2021.