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iShares Core 10+ Year USD Bond ETF

61 hedge funds and large institutions have $174M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

27% more capital invested

Capital invested by funds: $137M → $174M (+$37.2M)

6.96% more ownership

Funds ownership: 40.99%47.96% (+7%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

5% less funds holding

Funds holding: 6461 (-3)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.11%
New
13
Increased
25
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$28.6M +$20.5M +290,167 +262%
SMM
2
Stadion Money Management
Georgia
$20.9M -$2.65M -37,536 -11%
CS
3
Comerica Securities
Michigan
$16.2M +$15M +212,855 +1,523%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$9.69M +$1.29M +18,329 +16%
Morgan Stanley
5
Morgan Stanley
New York
$9.47M -$4.74M -67,101 -34%
KeyBank National Association
6
KeyBank National Association
Ohio
$9.02M -$1.01M -14,285 -10%
VCM
7
Verde Capital Management
Michigan
$5.79M -$454K -6,425 -7%
Wells Fargo
8
Wells Fargo
California
$5.61M +$341K +4,834 +7%
AWM
9
AE Wealth Management
Kansas
$5.12M +$1.59M +22,480 +46%
Ameriprise
10
Ameriprise
Minnesota
$5.06M +$478K +6,763 +11%
SS
11
Simplicity Solutions
Minnesota
$4.92M +$1.53M +21,618 +46%
Citadel Advisors
12
Citadel Advisors
Florida
$4.76M +$3.89M +55,024 +467%
IFG
13
Independent Financial Group
California
$4.62M +$4.58M +64,837 New
SFSG
14
Sound Financial Strategies Group
Mississippi
$3.54M +$3.5M +49,639 New
MA
15
Mutual Advisors
Nebraska
$3.46M +$204K +2,889 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.39M +$86.8K +1,229 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.3M +$3.27M +46,325 New
LPL Financial
18
LPL Financial
California
$3.08M +$447K +6,333 +17%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.99M +$1.99M +28,191 +205%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.23M +$141K +2,002 +7%
PWM
21
Provident Wealth Management
Tennessee
$1.96M -$482K -6,833 -20%
UBS Group
22
UBS Group
Switzerland
$1.59M +$863K +12,219 +121%
QI
23
QS Investors
New York
$1.45M -$613K -8,680 -30%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.3M
AWM
25
Avior Wealth Management
Nebraska
$1.09M +$1.08M +15,270 New

ILTB Hedge Fund Activity: Q1 2020 in Review

61 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2020, worth a combined $174M — up 27% from $137M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ILTB and 13 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $20.5M. The largest seller was Morgan Stanley, cutting an estimated $4.74M.

  • 61 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2020, down from 64 in Q4 2019.
  • Funds reported $174M of iShares Core 10+ Year USD Bond ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2020 and 14 closed out, a net change of -1 holder.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2020 was Jane Street, an estimated $20.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2020 was Morgan Stanley, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2020.