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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.37M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
+$1.14M |
| 3 |
SIAG
Safeguard Investment Advisory Group
Corona,
California
|
+$820K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$651K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.28M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$4.91M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.68M |
| 4 |
Morgan Stanley
New York
|
-$2.32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Barclays
London,
United Kingdom
| – | -$221K | -3,057 | Closed |
|
|
FTUS
77
Flow Traders U.S.
New York
| – | -$202K | -2,801 | Closed |
|
|
FFG
78
Ford Financial Group
Fresno,
California
| – | -$165K | -2,286 | Closed |
|
|
TLFA
79
True Link Financial Advisors
San Francisco,
California
| – | -$17K | -236 | Closed |
|
|
RFA
80
Reilly Financial Advisors
La Mesa,
California
| – | -$8K | -109 | Closed |
|
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.