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iShares Core 10+ Year USD Bond ETF
ILTB

68 hedge funds and large institutions have $177M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

1.91% less ownership

Funds ownership: 45.65% → 43.74% (-1.9%)

8% less funds holding

Funds holding: 74 → 68 (-6)

16% less capital invested

Capital invested by funds: $211M → $177M (-$34.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
27
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.86M
3
AWM
AE Wealth Management
Kansas
+$3.58M
4
BC
Brio Consultants
California
+$2.47M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$32.1M
2
IFG
Independent Financial Group
California
-$7.75M
3
UWM
USAdvisors Wealth Management
Minnesota
-$5.51M
4
OBWG
Onyx Bridge Wealth Group
New York
-$1.68M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23.4M +$3.58M +50,966 +19%
SMM
2
Stadion Money Management
Georgia
$21.2M -$258K -3,681 -1%
BC
3
Brio Consultants
California
$20.2M +$2.47M +35,197 +14%
Jane Street
4
Jane Street
New York
$11.4M +$9.62M +137,032 +662%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$9.18M +$572K +8,150 +7%
Ameriprise
6
Ameriprise
Minnesota
$8.78M -$32.1M -457,366 -79%
SIAG
7
Safeguard Investment Advisory Group
California
$7.92M +$1.5M +21,323 +24%
VCM
8
Verde Capital Management
Michigan
$6.37M +$326K +4,646 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.05M +$890K +12,683 +18%
Morgan Stanley
10
Morgan Stanley
New York
$5.29M +$183K +2,604 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.28M +$4.86M +69,309 +1,833%
JP Morgan Chase
12
JP Morgan Chase
New York
$4.72M -$890K -12,687 -16%
CWA
13
Centennial Wealth Advisory
Michigan
$4.09M +$1.21M +17,175 +43%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.04M +$1.8M +25,612 +84%
Wells Fargo
15
Wells Fargo
California
$3.55M +$119K +1,690 +4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$3.51M – – –
BlackRock
17
BlackRock
New York
$3.51M +$801K +11,412 +31%
Citadel Advisors
18
Citadel Advisors
Florida
$3.38M -$1.64M -23,378 -33%
LPL Financial
19
LPL Financial
California
$2.74M -$114K -1,621 -4%
SFP
20
Strategic Financial Partners
Oregon
$2.48M +$63.4K +903 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.48M +$151K +2,154 +7%
WP
22
WealthSource Partners
California
$1.8M -$646K -9,212 -27%
SWP
23
Summit Wealth Partners
Florida
$1.57M +$94.2K +1,342 +7%
Bank of America
24
Bank of America
North Carolina
$1.24M -$690K -9,829 -36%
Comerica Bank
25
Comerica Bank
Texas
$1.06M -$278K -3,956 -22%
1
2 3 4

ILTB Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2021, worth a combined $177M — down 16% from $211M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ILTB and 8 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was Jane Street, adding an estimated $9.62M. The largest seller was Ameriprise, cutting an estimated $32.1M.

  • 68 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2021, down from 74 in Q1 2021.
  • Funds reported $177M of iShares Core 10+ Year USD Bond ETF stock for Q2 2021, down 16% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2021 and 14 closed out, a net change of -6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2021 was Jane Street, an estimated $9.62M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2021 was Ameriprise, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.