iShares Core 10+ Year USD Bond ETF
ILTB
39 hedge funds and large institutions have $165M invested in iShares Core 10+ Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
165% more capital inflows, than outflows
Capital inflows: $36.6M | Capital outflows: $13.8M
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
22% more funds holding
Funds holding: 32 → 39 (+7)
3.66% more ownership
Funds ownership: 60.9% → 64.56% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBI Investments
Red Bank,
New Jersey
|
+$22.1M |
| 2 |
Lincoln National Corp
Radnor,
Pennsylvania
|
+$3.74M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.25M |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$2.17M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.62M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
-$2.18M |
| 3 |
Peak Financial Management
Wellesley,
Massachusetts
|
-$1.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.04M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$641K |
ILTB Hedge Fund Activity: Q4 2017 in Review
39 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2017, worth a combined $165M — up 18% from $140M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ILTB positions and 4 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $22.1M. The largest seller was Jane Street, cutting an estimated $6.62M.
- 39 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $165M of iShares Core 10+ Year USD Bond ETF stock for Q4 2017, up 18% quarter-over-quarter.
- 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2017 and 4 closed out, a net change of +7 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2017 was WBI Investments, an estimated $22.1M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2017 was Jane Street, an estimated $6.62M sold.
Based on aggregated 13F filings for Q4 2017.