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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.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

22% more funds holding

Funds holding: 32 → 39 (+7)

18% more capital invested

Capital invested by funds: $140M → $165M (+$25.1M)

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)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$22.1M
2
LNC
Lincoln National Corp
Pennsylvania
+$3.74M
3
Ameriprise
Ameriprise
Minnesota
+$2.25M
4
BCM
Bluefin Capital Management
New York
+$2.17M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.43M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.62M
2
UCFA
United Capital Financial Advisors
Texas
-$2.18M
3
PFM
Peak Financial Management
Massachusetts
-$1.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.04M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$47M -$2.18M -34,081 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M -$1.04M -16,282 -2%
WI
3
WBI Investments
New Jersey
$22.4M +$22.1M +345,152 New
PFM
4
Peak Financial Management
Massachusetts
$9.8M -$1.71M -26,796 -15%
CCP
5
Cardan Capital Partners
Colorado
$7.16M +$262K +4,096 +4%
Wells Fargo
6
Wells Fargo
California
$4.78M -$120K -1,877 -2%
LNC
7
Lincoln National Corp
Pennsylvania
$3.78M +$3.74M +58,422 New
Morgan Stanley
8
Morgan Stanley
New York
$2.81M +$385K +6,017 +16%
BCM
9
Bluefin Capital Management
New York
$2.62M +$2.17M +33,836 +518%
Ameriprise
10
Ameriprise
Minnesota
$2.28M +$2.25M +35,206 New
Bank of America
11
Bank of America
North Carolina
$1.71M -$63.7K -996 -4%
KeyBank National Association
12
KeyBank National Association
Ohio
$1.7M – – –
UBS Group
13
UBS Group
Switzerland
$1.68M +$46.1K +721 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.51M +$377K +5,895 +34%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.45M +$1.43M +22,411 New
SFS
16
Sowell Financial Services
Arkansas
$1.14M +$1.14M +17,877 New
SPC
17
Sigma Planning Corp
Michigan
$1.07M +$827K +12,919 +364%
FTS
18
Fifth Third Securities
Ohio
$808K +$115K +1,800 +17%
PWM
19
Paulson Wealth Management
Illinois
$786K +$776K +12,135 New
PA
20
Parallel Advisors
California
$541K +$264K +4,132 +98%
LPL Financial
21
LPL Financial
California
$511K +$57.1K +892 +13%
Jane Street
22
Jane Street
New York
$442K -$6.62M -103,479 -94%
FAAS
23
First Allied Advisory Services
California
$380K +$104K +1,624 +38%
VF
24
Virtu Financial
New York
$317K -$422K -6,599 -57%
PAG
25
Private Advisor Group
New Jersey
$295K -$282K -4,400 -49%
1
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ILTB Hedge Fund Activity: Q4 2017 in Review

39 of the 4,409 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.