iShares Core 10+ Year USD Bond ETF
ILTB
74 hedge funds and large institutions have $211M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 14 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 18
0.5% more ownership
Funds ownership: 45.15% → 45.65% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 75 → 74 (-1)
5% less capital invested
Capital invested by funds: $223M → $211M (-$11.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.86M |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$5.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.03M |
| 4 |
SIAG
Safeguard Investment Advisory Group
Corona,
California
|
+$4.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$13.2M |
| 2 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$3.54M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.55M |
| 4 |
Jane Street
New York
|
-$2.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.87M |
ILTB Hedge Fund Activity: Q1 2021 in Review
74 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2021, worth a combined $211M — down 5% from $223M a quarter earlier.
Fund positioning in ILTB was balanced in Q1 2021: 14 funds opened new positions, 14 closed out, 32 added to existing stakes and 18 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.86M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $13.2M sold.
- 74 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2021, down from 75 in Q4 2020.
- Funds reported $211M of iShares Core 10+ Year USD Bond ETF stock for Q1 2021, down 5% quarter-over-quarter.
- 14 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2021 and 14 closed out, a net change of 0 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2021 was AE Wealth Management, an estimated $6.86M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2021 was Simplicity Solutions, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2021.