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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

25 hedge funds and large institutions have $130M invested in iShares Core 10+ Year USD Bond ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$3.14M
2
Wells Fargo
Wells Fargo
California
+$1.11M
3
Bank of America
Bank of America
North Carolina
+$554K
4
FTS
Fifth Third Securities
Ohio
+$340K
5
PFM
Peak Financial Management
Massachusetts
+$317K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.41M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.23M
3
UCFA
United Capital Financial Advisors
Texas
-$2.55M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.31M
5
VKH
Virtu KCG Holdings
New York
-$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$49.2M -$2.55M -41,357 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.3M -$2.31M -37,428 -5%
PFM
3
Peak Financial Management
Massachusetts
$13.7M +$317K +5,149 +2%
CCP
4
Cardan Capital Partners
Colorado
$6.52M +$3.14M +51,025 +93%
Wells Fargo
5
Wells Fargo
California
$2.9M +$1.11M +18,080 +62%
UBS Group
6
UBS Group
Switzerland
$2.15M +$135K +2,193 +7%
VKH
7
Virtu KCG Holdings
New York
$1.77M -$540K -8,769 -23%
Morgan Stanley
8
Morgan Stanley
New York
$1.32M -$228K -3,697 -15%
Bank of America
9
Bank of America
North Carolina
$1.02M +$554K +9,001 +118%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$864K +$49K +795 +6%
ASN
11
Advisory Services Network
Georgia
$703K +$703K +11,416 New
LPL Financial
12
LPL Financial
California
$402K +$68.1K +1,108 +20%
FTS
13
Fifth Third Securities
Ohio
$340K +$340K +5,535 New
PA
14
Parallel Advisors
California
$262K +$262K +4,202 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$252K +$12.5K +202 +5%
SPC
16
Sigma Planning Corp
Michigan
$226K +$226K +3,670 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$64K +$10.2K +165 +19%
MA
18
MUFG Americas
New York
$22K – – –
BlackRock
19
BlackRock
New York
$10K +$1.55K +24 +18%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$10K +$5.73K +94 +134%
WA
21
WFG Advisors
Texas
$9K – – –
AG
22
Advisor Group
Arizona
$6K -$23.6K -393 -80%
IA
23
IFP Advisors
Florida
$4K -$545 -9 -12%
Creative Planning
24
Creative Planning
Kansas
$4K +$4K +63 New
Jane Street
25
Jane Street
New York
– -$3.41M -56,172 Closed
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