iShares Core 10+ Year USD Bond ETF
ILTB
63 hedge funds and large institutions have $181M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
13% more capital invested
Capital invested by funds: $161M → $181M (+$20.7M)
9% more funds holding
Funds holding: 58 → 63 (+5)
2.21% more ownership
Funds ownership: 57.15% → 59.36% (+2.2%)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$7.95M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.42M |
| 3 |
BlackRock
New York
|
+$4.52M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$4.28M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.06M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$2.56M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$626K |
| 5 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$491K |
ILTB Hedge Fund Activity: Q4 2022 in Review
63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2022, worth a combined $181M — up 13% from $161M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ILTB positions and 11 closed out — a net gain of 6 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Peak Financial Management, opening a new position worth an estimated $7.95M. The largest seller was Jane Street, exiting entirely with an estimated $6.06M sold.
- 63 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $181M of iShares Core 10+ Year USD Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2022 and 11 closed out, a net change of +6 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2022 was Peak Financial Management, an estimated $7.95M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2022 was Jane Street, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2022.