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iShares Core 10+ Year USD Bond ETF

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: 7075 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
-$12K -174 Closed
BHWM
77
Beaird Harris Wealth Management
Texas
+$289 +4 New

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.