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iShares Core 10+ Year USD Bond ETF

84 hedge funds and large institutions have $352M invested in iShares Core 10+ Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.84% more ownership

Funds ownership: 54.98%56.82% (+1.8%)

3% more capital invested

Capital invested by funds: $343M → $352M (+$9.15M)

7% less funds holding

Funds holding: 9084 (-6)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
27
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$106M +$407K +8,171 +0.4%
AWM
2
AE Wealth Management
Kansas
$63.8M +$4.07M +81,686 +7%
Ameriprise
3
Ameriprise
Minnesota
$26.5M +$5.55M +111,438 +26%
FFN
4
Focus Financial Network
Minnesota
$12.4M +$567K +11,381 +5%
RF
5
RetireMitten Financial
Michigan
$12.4M +$12.6M +253,473 New
CMA
6
Cedar Mountain Advisors
Oregon
$11.9M +$280K +5,613 +2%
BlackRock
7
BlackRock
New York
$10.1M +$457K +9,169 +5%
VCM
8
Verde Capital Management
Michigan
$8.55M -$395K -7,917 -4%
Wells Fargo
9
Wells Fargo
California
$8.39M -$115K -2,301 -1%
UBS Group
10
UBS Group
Switzerland
$8.34M -$61.8K -1,241 -0.7%
LPL Financial
11
LPL Financial
California
$6.54M +$952K +19,101 +17%
Morgan Stanley
12
Morgan Stanley
New York
$6.01M -$55.3K -1,110 -0.9%
EPP
13
ETF Portfolio Partners
Kansas
$5.14M -$312K -6,252 -6%
AWA
14
Arkadios Wealth Advisors
Georgia
$4.49M +$981K +19,685 +27%
CFD
15
Creative Financial Designs
Indiana
$4.09M -$25.6K -513 -0.6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.04M -$1.24M -24,891 -23%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.75M -$416K -8,353 -10%
CW
18
CreativeOne Wealth
Kansas
$3.52M +$175K +3,517 +5%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.35M
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.22M +$320K +6,416 +11%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$2.7M +$814K +16,326 +41%
Raymond James Financial
22
Raymond James Financial
Florida
$2.42M -$287K -5,753 -10%
Wealthfront Advisers
23
Wealthfront Advisers
California
$2.34M +$79.6K +1,597 +3%
IWN
24
Independent Wealth Network
Iowa
$2.3M -$3.85M -77,250 -62%
EH
25
Equitable Holdings
New York
$1.93M +$1.08M +21,730 +126%