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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.5M |
| 2 |
SFP
Strategic Financial Partners
Bend,
Oregon
|
+$2.33M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.22M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.68M |
| 4 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$3.77M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$557K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$14.8M | -196,248 | Closed |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$5.68M | -75,169 | Closed |
|
|
SFSG
78
Sound Financial Strategies Group
Madison,
Mississippi
| – | -$3.77M | -49,863 | Closed |
|
|
MWC
79
MKD Wealth Coaches
Troy,
Michigan
| – | -$407K | -5,395 | Closed |
|
|
AAS
80
Avantax Advisory Services
Dallas,
Texas
| – | -$338K | -4,522 | Closed |
|
81
Stifel Financial
St. Louis,
Missouri
| – | -$284K | -3,765 | Closed |
|
|
CSPIA
82
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$11K | -152 | Closed |
|
83
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$6K | -79 | Closed |
|
|
WCG
84
Weaver Consulting Group
Huntington Beach,
California
| – | -$2K | -28 | Closed |
|
|
BA
85
Bellwether Advisors
Lincoln,
Nebraska
| – | +$227 | +3 | New |
|
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.