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iShares Core 10+ Year USD Bond ETF
ILTB

68 hedge funds and large institutions have $177M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

1.91% less ownership

Funds ownership: 45.65% → 43.74% (-1.9%)

8% less funds holding

Funds holding: 74 → 68 (-6)

16% less capital invested

Capital invested by funds: $211M → $177M (-$34.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
27
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.86M
3
AWM
AE Wealth Management
Kansas
+$3.58M
4
BC
Brio Consultants
California
+$2.47M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$32.1M
2
IFG
Independent Financial Group
California
-$7.75M
3
UWM
USAdvisors Wealth Management
Minnesota
-$5.51M
4
OBWG
Onyx Bridge Wealth Group
New York
-$1.68M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
PFS Investments
Georgia
– -$422K -6,157 Closed
RPG
77
Resource Planning Group
Georgia
– -$274K -4,001 Closed
RG
78
Retirement Group
California
– -$72K -1,046 Closed
CTB
79
Country Trust Bank
Illinois
– -$22K -326 Closed
VFA
80
Valeo Financial Advisors
Indiana
– -$7K -106 Closed
GI
81
Gradient Investments
Minnesota
– -$6K -85 Closed
SFS
82
Sowell Financial Services
Arkansas
– -$4K -52 Closed
1 2 3
4

ILTB Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2021, worth a combined $177M — down 16% from $211M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ILTB and 8 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was Jane Street, adding an estimated $9.62M. The largest seller was Ameriprise, cutting an estimated $32.1M.

  • 68 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2021, down from 74 in Q1 2021.
  • Funds reported $177M of iShares Core 10+ Year USD Bond ETF stock for Q2 2021, down 16% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2021 and 14 closed out, a net change of -6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2021 was Jane Street, an estimated $9.62M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.