iShares Core 10+ Year USD Bond ETF
ILTB
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.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
173% more capital invested
Capital invested by funds: $18.4M → $50.2M (+$31.8M)
27% more funds holding
Funds holding: 15 → 19 (+4)
2.73% more ownership
Funds ownership: 42.86% → 45.59% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.77M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.37M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.36M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$2.4M |
| 2 |
CCG
Cypress Capital Group
Palm Beach,
Florida
|
-$52.9K |
| 3 |
SSG
Summit Securities Group
New York
|
-$6K |
ILTB Hedge Fund Activity: Q3 2014 in Review
19 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2014, worth a combined $50.2M — up 173% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ILTB positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.77M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $2.4M sold.
- 19 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2014, up from 15 in Q2 2014.
- Funds reported $50.2M of iShares Core 10+ Year USD Bond ETF stock for Q3 2014, up 173% quarter-over-quarter.
- 6 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2014 and 2 closed out, a net change of +4 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2014 was Morgan Stanley, an estimated $7.77M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2014 was Bluefin Capital Management, an estimated $2.4M sold.
Based on aggregated 13F filings for Q3 2014.