We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF
ILTB

60 hedge funds and large institutions have $112M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.29% more ownership

Funds ownership: 36.87% → 48.16% (+11%)

5% more capital invested

Capital invested by funds: $107M → $112M (+$4.86M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less funds holding

Funds holding: 69 → 60 (-9)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
60
Holders Change
-9
Holders Change %
-13.04%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
25
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$21.2M
2
Wells Fargo
Wells Fargo
California
+$3.04M
3
Morgan Stanley
Morgan Stanley
New York
+$1.39M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$821K
5
SWP
ShoreHaven Wealth Partners
New Jersey
+$646K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.14M
3
AWM
AE Wealth Management
Kansas
-$1.24M
4
GFPC
Global Financial Private Client
Florida
-$548K
5
5L
55I LLC
Massachusetts
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthShield Partners
North Carolina
$492K – – –
PAG
27
Private Advisor Group
New Jersey
$413K -$10.7K -185 -2%
Ameriprise
28
Ameriprise
Minnesota
$403K -$62.7K -1,089 -13%
RB
29
Renasant Bank
Mississippi
$368K +$2.13K +37 +0.6%
VFPW
30
Vantage Financial Partners (Wisconsin)
Wisconsin
$329K -$199K -3,448 -37%
MA
31
Mutual Advisors
Nebraska
$312K -$25.4K -441 -7%
BCI
32
Brinker Capital Investments
Pennsylvania
$295K +$306K +5,313 New
ASN
33
Advisory Services Network
Georgia
$287K -$29.9K -520 -9%
RPG
34
Resource Planning Group
Georgia
$282K +$33.9K +588 +13%
Wealthfront Advisers
35
Wealthfront Advisers
California
$244K +$253K +4,397 New
SFP
36
Strategic Financial Partners
Oregon
$241K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$238K -$49.9K -866 -17%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$233K +$241K +4,192 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$208K +$215K +3,736 New
UBS Group
40
UBS Group
Switzerland
$182K -$40K -694 -17%
HI
41
Harbour Investments
Wisconsin
$182K +$188K +3,271 New
AAM
42
Advisors Asset Management
Colorado
$98K +$101K +1,759 New
SWM
43
SeaCrest Wealth Management
New York
$95K +$97.9K +1,701 New
GFPC
44
Global Financial Private Client
Florida
$59.7K -$548K -9,514 -90%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$59K -$5.76K -100 -9%
SIS
46
Sound Income Strategies
Florida
$59K -$2.53K -44 -4%
SIC
47
Salem Investment Counselors
North Carolina
$42K +$43.2K +750 New
MHR
48
Matthew Hamilton Rosenberg
$21K -$230 -4 -1%
FCA
49
FinTrust Capital Advisors
South Carolina
$19K +$58 +1 +0.3%
APA
50
American Portfolios Advisors
New York
$16.7K -$3.05K -53 -15%
1
2
3 4

ILTB Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2022, worth a combined $112M — up 4.5% from $107M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ILTB and 10 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was Citadel Advisors, cutting an estimated $2.61M.

  • 60 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2022, down from 69 in Q1 2022.
  • Funds reported $112M of iShares Core 10+ Year USD Bond ETF stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 10 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2022 and 19 closed out, a net change of -9 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2022 was Jane Street, an estimated $21.2M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2022 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2022.