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iShares Core 10+ Year USD Bond ETF

75 hedge funds and large institutions have $223M invested in iShares Core 10+ Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

16% more capital invested

Capital invested by funds: $192M → $223M (+$30.2M)

14% more funds holding

Funds holding: 6675 (+9)

0.66% more ownership

Funds ownership: 44.49%45.15% (+0.66%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
29
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$40.8M +$27.5M +364,536 +215%
SMM
2
Stadion Money Management
Georgia
$21.5M +$60.7K +803 +0.3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$19.1M
BC
4
Brio Consultants
California
$17.7M +$1.63M +21,611 +10%
AWM
5
AE Wealth Management
Kansas
$13.5M +$2.22M +29,373 +20%
SS
6
Simplicity Solutions
Minnesota
$13.2M +$2.08M +27,462 +19%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$9.09M -$362K -4,796 -4%
IFG
8
Independent Financial Group
California
$6.81M +$959K +12,695 +17%
VCM
9
Verde Capital Management
Michigan
$6.03M +$78.3K +1,036 +1%
Morgan Stanley
10
Morgan Stanley
New York
$5.84M -$226K -2,985 -4%
LPL Financial
11
LPL Financial
California
$5.74M +$530K +7,012 +10%
JP Morgan Chase
12
JP Morgan Chase
New York
$5.7M +$878K +11,625 +18%
Wells Fargo
13
Wells Fargo
California
$5.63M +$2.11M +27,930 +61%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.56M +$1.96M +25,872 +55%
Jane Street
15
Jane Street
New York
$4.14M -$18.7M -247,074 -82%
PWM
16
Provident Wealth Management
Tennessee
$3.54M +$517K +6,848 +17%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.08M +$1.43M +18,872 +88%
SIAG
18
Safeguard Investment Advisory Group
California
$2.47M +$2.44M +32,331 New
SFP
19
Strategic Financial Partners
Oregon
$2.35M +$2.33M +30,794 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.32M -$557K -7,369 -20%
CWA
21
Centennial Wealth Advisory
Michigan
$2.27M +$2.25M +29,754 New
BlackRock
22
BlackRock
New York
$2.17M +$486K +6,433 +29%
OBWG
23
Onyx Bridge Wealth Group
New York
$1.81M +$1.79M +23,703 New
MCC
24
Money Concepts Capital
Florida
$1.63M +$1.61M +21,340 New
SWP
25
Summit Wealth Partners
Florida
$1.48M +$549K +7,266 +60%

ILTB Hedge Fund Activity: Q4 2020 in Review

75 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2020, worth a combined $223M — up 16% from $192M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ILTB positions and 10 closed out — a net gain of 9 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $27.5M. The largest seller was Jane Street, cutting an estimated $18.7M.

  • 75 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2020, up from 66 in Q3 2020.
  • Funds reported $223M of iShares Core 10+ Year USD Bond ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 19 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2020 and 10 closed out, a net change of +9 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2020 was Ameriprise, an estimated $27.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2020 was Jane Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2020.