iShares Core 10+ Year USD Bond ETF
ILTB
69 hedge funds and large institutions have $210M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 10 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 14
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $181M → $210M (+$28.9M)
10% more funds holding
Funds holding: 63 → 69 (+6)
0.47% more ownership
Funds ownership: 59.36% → 59.83% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.46M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.36M |
| 3 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$1.68M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$1.06M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.05M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$729K |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$446K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
76
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$4.18K | -82 | Closed |
|
|
CI
77
Cordant Inc
Portland,
Oregon
| – | -$3.67K | -72 | Closed |
|
78
US Bancorp
Minneapolis,
Minnesota
| – | -$3.36K | -66 | Closed |
|
|
HFS
79
Hantz Financial Services
Southfield,
Michigan
| – | -$53 | -1 | Closed |
|
ILTB Hedge Fund Activity: Q1 2023 in Review
69 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2023, worth a combined $210M — up 16% from $181M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ILTB positions and 10 closed out — a net gain of 6 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $5.46M. The largest seller was Envestnet Asset Management, cutting an estimated $1.47M.
- 69 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2023, up from 63 in Q4 2022.
- Funds reported $210M of iShares Core 10+ Year USD Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 16 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2023 and 10 closed out, a net change of +6 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2023 was AE Wealth Management, an estimated $5.46M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.47M sold.
Based on aggregated 13F filings for Q1 2023.