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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

28 hedge funds and large institutions have $107M invested in iShares Core 10+ Year USD Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+9
Holders Change %
+47.37%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.5M
2
UCFA
2
United Capital Financial Advisors
Texas
$28.7M
3
Wells Fargo
3
Wells Fargo
California
$14M
4
UBS Group
4
UBS Group
Switzerland
$6.42M
5
Bank of America
5
Bank of America
North Carolina
$6.43M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.37M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$76K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$28.7M 452,556 +245,194 +118%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.5M 449,150 +246,033 +121%
Wells Fargo
3
Wells Fargo
California
$14M 219,833 +115,079 +110%
Morgan Stanley
4
Morgan Stanley
New York
$11.5M 180,478 +51,787 +40%
Bank of America
5
Bank of America
North Carolina
$6.43M 101,228 +66,881 +195%
UBS Group
6
UBS Group
Switzerland
$6.42M 101,108 +101,108 New
RJA
7
Raymond James & Associates
Florida
$1.96M 30,893 +9,349 +43%
LPL Financial
8
LPL Financial
California
$1.92M 30,158 +8,727 +41%
AIG
9
American International Group
New York
$1.64M 25,799 +4,818 +23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.59M 25,005 +10,634 +74%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.37M 21,609 -101 -0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$459K 7,228 +578 +9%
TCM
13
Traynor Capital Management
Pennsylvania
$421K 6,642 +6,642 New
DC
14
Davenport & Co
Virginia
$357K 5,614 +5,614 New
CCG
15
Cypress Capital Group
Florida
$305K 4,816 +825 +21%
HI
16
Horizon Investments
North Carolina
$285K 4,479 +4,479 New
FFS
17
Founders Financial Securities
Maryland
$284K 4,477 +4,477 New
Ameriprise
18
Ameriprise
Minnesota
$277K 4,604 +997 +28%
PI
19
Placemark Investments
Illinois
$245K 3,879 +3,879 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$76K 1,211 -52 -4%
US Bancorp
21
US Bancorp
Minnesota
$76K 1,200 +1,200 New
NES
22
New England Securities
New York
$66K 1,041 – –
ASN
23
Advisory Services Network
Georgia
$62K 934 +934 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$34K 539 +539 New
HI
25
Hudock Inc
Pennsylvania
$27K 425 +425 New
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