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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

28 hedge funds and large institutions have $136M invested in iShares Core 10+ Year USD Bond ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55M
2
UCFA
2
United Capital Financial Advisors
Texas
$55.5M
3
PFM
3
Peak Financial Management
Massachusetts
$8.48M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.7M
5
Jane Street
5
Jane Street
New York
$1.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$413K
2
VKH
2
Virtu KCG Holdings
New York
$1.61M
3
TCM
3
Traynor Capital Management
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$1.56M
5
CCS
5
Crosspoint Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$55.5M 948,907 +258,330 +37%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55M 941,621 +272,383 +41%
PFM
3
Peak Financial Management
Massachusetts
$8.48M 145,158 +145,158 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.7M 46,173 +46,173 New
LPL Financial
5
LPL Financial
California
$2M 34,066 +11,282 +50%
Jane Street
6
Jane Street
New York
$1.8M 30,852 +30,852 New
VKH
7
Virtu KCG Holdings
New York
$1.61M 27,573 -44,532 -62%
Wells Fargo
8
Wells Fargo
California
$1.56M 26,738 -2,590 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.55M 26,454 +5,377 +26%
CCP
10
Cardan Capital Partners
Colorado
$1.34M 22,885 +22,885 New
Bank of America
11
Bank of America
North Carolina
$1.31M 22,395 +8,501 +61%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$548K 9,332 -561 -6%
Ameriprise
13
Ameriprise
Minnesota
$493K 8,438 +8,438 New
Morgan Stanley
14
Morgan Stanley
New York
$413K 7,056 -47,641 -87%
UBS Group
15
UBS Group
Switzerland
$319K 5,458 +2,199 +67%
CCG
16
Cypress Capital Group
Florida
$293K 5,016 -700 -12%
SPC
17
Sigma Planning Corp
Michigan
$227K 3,887 +531 +16%
GWM
18
Gupta Wealth Management
California
$131K 2,233 – –
ASN
19
Advisory Services Network
Georgia
$98K 1,671 +205 +14%
MFS
20
MSI Financial Services
Massachusetts
$83K 1,425 -405 -22%
MA
21
MUFG Americas
New York
$20K 350 – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$13K 221 -105 -32%
WA
23
WFG Advisors
Texas
$13K 220 +38 +21%
Citigroup
24
Citigroup
New York
$12K 200 +200 New
BlackRock
25
BlackRock
New York
$7K 113 +113 New
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