iShares Core 10+ Year USD Bond ETF
ILTB
14 hedge funds and large institutions have $9.5M invested in iShares Core 10+ Year USD Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
74% more capital invested
Capital invested by funds: $5.46M → $9.5M (+$4.04M)
27% more funds holding
Funds holding: 11 → 14 (+3)
12.46% more ownership
Funds ownership: 19.91% → 32.36% (+12%)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.89M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.89M |
| 3 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
+$2M |
| 4 |
LPL Financial
San Diego,
California
|
+$205K |
| 5 |
Morgan Stanley
New York
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$1.87M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.78M |
| 3 |
Jane Street
New York
|
-$228K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$220K |
| 5 |
Goldman Sachs
New York
|
-$130K |
ILTB Hedge Fund Activity: Q1 2014 in Review
14 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2014, worth a combined $9.5M — up 74% from $5.46M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ILTB positions and 3 closed out — a net gain of 3 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.89M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $1.87M sold.
- 14 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2014, up from 11 in Q4 2013.
- Funds reported $9.5M of iShares Core 10+ Year USD Bond ETF stock for Q1 2014, up 74% quarter-over-quarter.
- 6 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2014 was Envestnet Asset Management, an estimated $2.89M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2014 was Bluefin Capital Management, an estimated $1.87M sold.
Based on aggregated 13F filings for Q1 2014.