We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF
ILTB

58 hedge funds and large institutions have $161M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $112M → $161M (+$49.1M)

8.99% more ownership

Funds ownership: 48.16% → 57.15% (+9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 60 → 58 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$81.6M
2
AWM
AE Wealth Management
Kansas
+$3.52M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$2.59M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$697K
5
MSWMA
Market Street Wealth Management Advisors
Indiana
+$505K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$15.1M
2
SMM
Stadion Money Management
Georgia
-$5.99M
3
Wells Fargo
Wells Fargo
California
-$933K
4
SWP
ShoreHaven Wealth Partners
New Jersey
-$623K
5
SIAG
Safeguard Investment Advisory Group
California
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$384K +$12.4K +224 +3%
RB
27
Renasant Bank
Mississippi
$328K -$4.8K -87 -1%
IAIM
28
International Assets Investment Management
Florida
$319K -$552 -10 -0.2%
BCI
29
Brinker Capital Investments
Pennsylvania
$267K – – –
ASN
30
Advisory Services Network
Georgia
$253K -$5.79K -105 -2%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$245K +$267K +4,849 New
OMC
32
Old Mission Capital
Illinois
$245K +$269K +4,873 New
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$241K -$61.8K -1,121 -19%
Ameriprise
34
Ameriprise
Minnesota
$240K -$136K -2,473 -34%
MA
35
Mutual Advisors
Nebraska
$226K -$61.9K -1,122 -20%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$223K +$14.9K +270 +6%
SFP
37
Strategic Financial Partners
Oregon
$218K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$215K +$496 +9 +0.2%
HAS
39
HBW Advisory Services
California
$211K +$232K +4,197 New
HI
40
Harbour Investments
Wisconsin
$182K – – –
AAM
41
Advisors Asset Management
Colorado
$91K +$3.42K +62 +4%
GFPC
42
Global Financial Private Client
Florida
$50.6K -$3.86K -70 -7%
SIS
43
Sound Income Strategies
Florida
$48K -$5.74K -104 -10%
SIC
44
Salem Investment Counselors
North Carolina
$38K – – –
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$22K -$34K -617 -58%
FCA
46
FinTrust Capital Advisors
South Carolina
$16K +$55 +1 +0.3%
APA
47
American Portfolios Advisors
New York
$15.1K – – –
UBS Group
48
UBS Group
Switzerland
$13K -$167K -3,020 -92%
RG
49
Retirement Group
California
$10K -$221 -4 -7%
SWM
50
Spire Wealth Management
Virginia
$9K – – –
1
2
3

ILTB Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2022, worth a combined $161M — up 44% from $112M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ILTB and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $81.6M. The largest seller was Jane Street, cutting an estimated $15.1M.

  • 58 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2022, down from 60 in Q2 2022.
  • Funds reported $161M of iShares Core 10+ Year USD Bond ETF stock for Q3 2022, up 44% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2022 and 10 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2022 was BlackRock, an estimated $81.6M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2022 was Jane Street, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2022.