iShares Core 10+ Year USD Bond ETF
ILTB
15 hedge funds and large institutions have $18.4M invested in iShares Core 10+ Year USD Bond ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.
94% more capital invested
Capital invested by funds: $9.5M → $18.4M (+$8.89M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
10.5% more ownership
Funds ownership: 32.36% → 42.86% (+10%)
7% more funds holding
Funds holding: 14 → 15 (+1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.15M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.12M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$2.32M |
| 4 |
CCG
Cypress Capital Group
Palm Beach,
Florida
|
+$291K |
| 5 |
NES
New England Securities
New York
|
+$62.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNB
Thomasville National Bank
Thomasville,
Georgia
|
-$2.06M |
| 2 |
Goldman Sachs
New York
|
-$370K |
| 3 |
Morgan Stanley
New York
|
-$176K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$28.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$19K |
ILTB Hedge Fund Activity: Q2 2014 in Review
15 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2014, worth a combined $18.4M — up 94% from $9.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ILTB positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $4.15M. The largest seller was Thomasville National Bank, exiting entirely with an estimated $2.06M sold.
- 15 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2014, up from 14 in Q1 2014.
- Funds reported $18.4M of iShares Core 10+ Year USD Bond ETF stock for Q2 2014, up 94% quarter-over-quarter.
- 4 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2014 and 3 closed out, a net change of +1 holder.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2014 was United Capital Financial Advisors, an estimated $4.15M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2014 was Thomasville National Bank, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2014.