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iShares Core 10+ Year USD Bond ETF

75 hedge funds and large institutions have $145M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

7% more funds holding

Funds holding: 7075 (+5)

1.26% less ownership

Funds ownership: 41.42%40.16% (-1.3%)

10% less capital invested

Capital invested by funds: $161M → $145M (-$15.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
29
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$28.3M +$1.63M +22,626 +6%
SMM
2
Stadion Money Management
Georgia
$15.6M -$676K -9,370 -4%
SIAG
3
Safeguard Investment Advisory Group
California
$9.16M +$441K +6,112 +5%
Jane Street
4
Jane Street
New York
$9.07M -$2M -27,713 -18%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$8.8M -$120K -1,661 -1%
Ameriprise
6
Ameriprise
Minnesota
$7.75M +$3.58M +49,547 +86%
VCM
7
Verde Capital Management
Michigan
$6.18M +$113K +1,570 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.58M -$33.7K -467 -0.7%
BlackRock
9
BlackRock
New York
$4.55M +$556K +7,705 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.55M +$82.9K +1,148 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.22M -$617K -8,550 -13%
IWN
12
Independent Wealth Network
Iowa
$3.82M +$132K +1,827 +4%
CWA
13
Centennial Wealth Advisory
Michigan
$3.6M -$498K -6,902 -12%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.51M
Wells Fargo
15
Wells Fargo
California
$3.44M -$431K -5,971 -11%
LPL Financial
16
LPL Financial
California
$3.12M +$277K +3,843 +10%
Morgan Stanley
17
Morgan Stanley
New York
$2.89M -$111K -1,539 -4%
SWP
18
Summit Wealth Partners
Florida
$1.66M +$89.2K +1,236 +6%
SFP
19
Strategic Financial Partners
Oregon
$1.64M -$941K -13,035 -36%
Bank of America
20
Bank of America
North Carolina
$1.61M +$200K +2,765 +14%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$982K -$20.3K -281 -2%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$961K +$961K +13,318 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$919K +$24.1K +334 +3%
WP
24
WealthSource Partners
California
$887K -$386K -5,345 -30%
Betterment LLC
25
Betterment LLC
New York
$824K -$68.5K -949 -8%

ILTB Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2021, worth a combined $145M — down 9.8% from $161M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ILTB positions and 2 closed out — a net gain of 5 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.58M. The largest seller was Brio Consultants, cutting an estimated $21M.

  • 75 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $145M of iShares Core 10+ Year USD Bond ETF stock for Q4 2021, down 9.8% quarter-over-quarter.
  • 7 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $3.58M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2021 was Brio Consultants, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.