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iShares Core 10+ Year USD Bond ETF
ILTB

75 hedge funds and large institutions have $145M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

7% more funds holding

Funds holding: 70 → 75 (+5)

1.26% less ownership

Funds ownership: 41.42% → 40.16% (-1.3%)

10% less capital invested

Capital invested by funds: $161M → $145M (-$15.7M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
29
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.58M
2
AWM
AE Wealth Management
Kansas
+$1.63M
3
BlackRock
BlackRock
New York
+$556K
4
SIAG
Safeguard Investment Advisory Group
California
+$441K
5
NA
NewEdge Advisors
Louisiana
+$419K

Top Sellers

Rank Fund Capital Flow
1
BC
Brio Consultants
California
-$21M
2
Jane Street
Jane Street
New York
-$2M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
4
SFP
Strategic Financial Partners
Oregon
-$941K
5
SMM
Stadion Money Management
Georgia
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
T
51
TNF
Montana
$219K – – –
HAS
52
HBW Advisory Services
California
$212K +$5.99K +83 +3%
WGCA
53
Wolf Group Capital Advisors
Virginia
$209K +$210K +2,903 New
UWM
54
USAdvisors Wealth Management
Minnesota
$208K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$201K -$34.1K -472 -14%
LAS
56
Lloyd Advisory Services
Georgia
$176K +$22.6K +313 +15%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$155K -$5.99K -83 -4%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$138K – – –
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$98K +$98K +1,358 New
GWM
60
Geneos Wealth Management
Colorado
$41K -$577 -8 -1%
NFG
61
Next Financial Group
Texas
$29K +$15.8K +219 +124%
APA
62
American Portfolios Advisors
New York
$25.5K +$3.83K +53 +18%
FCA
63
FinTrust Capital Advisors
South Carolina
$24K +$72 +1 +0.3%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$22K – – –
RG
65
Retirement Group
California
$21K – – –
Citigroup
66
Citigroup
New York
$19K +$217 +3 +1%
BCPWM
67
Bradley & Co Private Wealth Management
Florida
$16K – – –
AWM
68
Avior Wealth Management
Nebraska
$14K – – –
SWM
69
Spire Wealth Management
Virginia
$12K – – –
PCFFS
70
Pacific Center for Financial Services
California
$9K – – –
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$7.07K -98 -74%
FFA
72
Founders Financial Alliance
North Carolina
$2K – – –
SWM
73
Selective Wealth Management
Virginia
$1K – – –
FFG
74
Ford Financial Group
California
$3 +$3.18K +44 New
LWM
75
Liberty Wealth Management
California
– -$109K -1,519 Closed
1 2
3
4

ILTB Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2021, worth a combined $145M — down 9.8% from $161M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ILTB positions and 2 closed out — a net gain of 5 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.58M. The largest seller was Brio Consultants, cutting an estimated $21M.

  • 75 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $145M of iShares Core 10+ Year USD Bond ETF stock for Q4 2021, down 9.8% quarter-over-quarter.
  • 7 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $3.58M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2021 was Brio Consultants, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.