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iShares Core 10+ Year USD Bond ETF

45 hedge funds and large institutions have $163M invested in iShares Core 10+ Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $143M → $163M (+$19.9M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more funds holding

Funds holding: 4445 (+1)

7.62% less ownership

Funds ownership: 75.73%68.11% (-7.6%)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$44.1M -$1.16M -19,168 -3%
UCFA
2
United Capital Financial Advisors
Texas
$37.5M -$1.87M -31,080 -5%
SMM
3
Stadion Money Management
Georgia
$27.5M -$980K -16,259 -4%
KeyBank National Association
4
KeyBank National Association
Ohio
$11.7M +$11.2M +186,223 New
TAIM
5
TD Ameritrade Investment Management
Nebraska
$8.52M -$718K -11,912 -8%
Jane Street
6
Jane Street
New York
$4.4M +$3.86M +64,056 +1,029%
AG
7
Advisor Group
Arizona
$3.86M +$1.26M +20,937 +52%
Ameriprise
8
Ameriprise
Minnesota
$3.69M -$3.66M -60,727 -51%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.77M +$1.03M +17,072 +63%
Wells Fargo
10
Wells Fargo
California
$2.47M -$224K -3,719 -9%
QI
11
QS Investors
New York
$2.41M -$195K -3,226 -8%
CS
12
Comerica Securities
Michigan
$2.2M +$2.12M +35,185 New
Morgan Stanley
13
Morgan Stanley
New York
$1.28M -$47.1K -781 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$990K +$73.8K +1,223 +8%
UBS Group
15
UBS Group
Switzerland
$939K +$163K +2,702 +22%
LPL Financial
16
LPL Financial
California
$865K +$284K +4,715 +52%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$768K
GWM
18
Geneos Wealth Management
Colorado
$674K +$31.7K +525 +5%
PAG
19
Private Advisor Group
New Jersey
$663K -$112K -1,861 -15%
SPC
20
Sigma Planning Corp
Michigan
$645K -$33.2K -550 -5%
MWC
21
MKD Wealth Coaches
Michigan
$520K +$21.3K +353 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$488K +$14.4K +238 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$421K -$46.8K -776 -10%
Bank of America
24
Bank of America
North Carolina
$417K +$57.3K +951 +17%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$384K +$184K +3,058 +100%

ILTB Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2019, worth a combined $163M — up 14% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ILTB positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was KeyBank National Association, opening a new position worth an estimated $11.2M. The largest seller was Ameriprise, cutting an estimated $3.66M.

  • 45 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2019, up from 44 in Q4 2018.
  • Funds reported $163M of iShares Core 10+ Year USD Bond ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2019 was KeyBank National Association, an estimated $11.2M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2019 was Ameriprise, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2019.