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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

29 hedge funds and large institutions have $395M invested in iShares Core 10+ Year USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
14
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$255M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.61M
3
Wells Fargo
3
Wells Fargo
California
$4.94M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$1.67M
5
PFM
5
Peak Financial Management
Massachusetts
$14.8M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$49.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.5M
3
VKH
3
Virtu KCG Holdings
New York
$919K
4
ASN
4
Advisory Services Network
Georgia
$235K
5
SPC
5
Sigma Planning Corp
Michigan
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$255M 4,018,105 +4,017,950 +2,592,226%
UCFA
2
United Capital Financial Advisors
Texas
$49.4M 778,058 -20,084 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$48.5M 764,234 -20,021 -3%
PFM
4
Peak Financial Management
Massachusetts
$14.8M 233,147 +11,350 +5%
CCP
5
Cardan Capital Partners
Colorado
$7M 110,116 +4,289 +4%
Wells Fargo
6
Wells Fargo
California
$4.94M 77,699 +30,600 +65%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.61M 41,055 +41,055 New
UBS Group
8
UBS Group
Switzerland
$2.33M 36,737 +1,833 +5%
Morgan Stanley
9
Morgan Stanley
New York
$1.91M 29,999 +8,639 +40%
KeyBank National Association
10
KeyBank National Association
Ohio
$1.67M 26,290 +26,290 New
Bank of America
11
Bank of America
North Carolina
$1.15M 18,170 +1,559 +9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.08M 17,015 +2,987 +21%
VKH
13
Virtu KCG Holdings
New York
$919K 14,470 -14,197 -50%
FTS
14
Fifth Third Securities
Ohio
$725K 11,421 +5,886 +106%
BCM
15
Bluefin Capital Management
New York
$648K 10,209 +10,209 New
LPL Financial
16
LPL Financial
California
$439K 6,913 +377 +6%
PAG
17
Private Advisor Group
New Jersey
$410K 6,552 +6,552 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$273K 4,291 +205 +5%
PA
19
Parallel Advisors
California
$268K 4,218 +16 +0.4%
ASN
20
Advisory Services Network
Georgia
$235K 3,704 -7,712 -68%
SPC
21
Sigma Planning Corp
Michigan
$227K 3,571 -99 -3%
LI
22
LVZ Inc
Michigan
$214K 3,364 +3,364 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$74K 1,161 +125 +12%
MA
24
MUFG Americas
New York
$22K 350 – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$13K 210 +210 New
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