We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF

44 hedge funds and large institutions have $143M invested in iShares Core 10+ Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

11.54% more ownership

Funds ownership: 64.19%75.73% (+12%)

10% more capital invested

Capital invested by funds: $130M → $143M (+$12.8M)

5% more funds holding

Funds holding: 4244 (+2)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.7M +$353K +6,090 +0.8%
UCFA
2
United Capital Financial Advisors
Texas
$37.2M -$2.54M -43,719 -6%
SMM
3
Stadion Money Management
Georgia
$26.9M +$26.4M +455,030 New
TAIM
4
TD Ameritrade Investment Management
Nebraska
$8.73M +$3.67M +63,307 +75%
Ameriprise
5
Ameriprise
Minnesota
$7.04M +$2.75M +47,501 +66%
Wells Fargo
6
Wells Fargo
California
$2.54M +$781K +13,471 +45%
QI
7
QS Investors
New York
$2.46M -$315K -5,426 -12%
AG
8
Advisor Group
Arizona
$2.4M +$661K +11,407 +39%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.61M +$1.58M +27,229 New
Morgan Stanley
10
Morgan Stanley
New York
$1.26M -$2.64M -45,500 -68%
CL
11
Cabana LLC
Arkansas
$955K +$938K +16,184 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$860K -$1.02M -17,585 -55%
PAG
13
Private Advisor Group
New Jersey
$734K -$120K -2,065 -14%
UBS Group
14
UBS Group
Switzerland
$726K -$58.7K -1,012 -8%
SPC
15
Sigma Planning Corp
Michigan
$640K -$127K -2,187 -17%
GWM
16
Geneos Wealth Management
Colorado
$602K +$63K +1,087 +12%
LPL Financial
17
LPL Financial
California
$537K -$31.4K -541 -6%
MWC
18
MKD Wealth Coaches
Michigan
$469K +$461K +7,945 New
FIA
19
Foundations Investment Advisors
Arizona
$456K +$438K +7,545 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$445K +$60.7K +1,047 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$442K -$48.9K -844 -10%
Jane Street
22
Jane Street
New York
$368K -$3.48M -59,967 -91%
FEM
23
Fulcrum Equity Management
Texas
$347K +$340K +5,872 New
Bank of America
24
Bank of America
North Carolina
$336K -$2.26M -38,889 -87%
MA
25
Mutual Advisors
Nebraska
$327K -$84.9K -1,465 -21%

ILTB Hedge Fund Activity: Q4 2018 in Review

44 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2018, worth a combined $143M — up 9.8% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ILTB positions and 10 closed out — a net gain of 2 holders — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $26.4M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $7.13M sold.

  • 44 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2018, up from 42 in Q3 2018.
  • Funds reported $143M of iShares Core 10+ Year USD Bond ETF stock for Q4 2018, up 9.8% quarter-over-quarter.
  • 12 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2018 and 10 closed out, a net change of +2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $26.4M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2018 was Cardan Capital Partners, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2018.