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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

19 hedge funds and large institutions have $50.2M invested in iShares Core 10+ Year USD Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.88M
2
Wells Fargo
2
Wells Fargo
California
$6.41M
3
UCFA
3
United Capital Financial Advisors
Texas
$12.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.4M
5
Bank of America
5
Bank of America
North Carolina
$2.1M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
CCG
2
Cypress Capital Group
Florida
$244K
3
SSG
3
Summit Securities Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$12.7M 207,362 +87,675 +73%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.4M 203,117 +83,912 +70%
Morgan Stanley
3
Morgan Stanley
New York
$7.88M 128,691 +127,075 +7,864%
Wells Fargo
4
Wells Fargo
California
$6.41M 104,754 +104,080 +15,442%
Bank of America
5
Bank of America
North Carolina
$2.1M 34,347 +32,265 +1,550%
U
6
UBS
Switzerland
$1.55M 25,359 +24,481 +2,788%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.33M 21,710 +21,710 New
LPL Financial
8
LPL Financial
California
$1.32M 21,431 +18,115 +546%
RJA
9
Raymond James & Associates
Florida
$1.32M 21,544 +21,544 New
AIG
10
American International Group
New York
$1.28M 20,981 +20,544 +4,701%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$880K 14,371 +7,592 +112%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$407K 6,650 +6,650 New
CCG
13
Cypress Capital Group
Florida
$244K 3,991 -865 -18%
Ameriprise
14
Ameriprise
Minnesota
$221K 3,607 +2,890 +403%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$79K 1,263 +1,263 New
NES
16
New England Securities
New York
$64K 1,041 – –
Deutsche Bank
17
Deutsche Bank
Germany
$12K 204 +204 New
WA
18
WFG Advisors
Texas
$7K 111 +111 New
MFS
19
MSI Financial Services
Massachusetts
$2K 32 – –
BCM
20
Bluefin Capital Management
New York
– – -38,620 Closed
SSG
21
Summit Securities Group
New York
– – -92 Closed