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iShares Core 10+ Year USD Bond ETF
ILTB

63 hedge funds and large institutions have $181M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $161M → $181M (+$20.7M)

9% more funds holding

Funds holding: 58 → 63 (+5)

2.21% more ownership

Funds ownership: 57.15% → 59.36% (+2.2%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
20
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Peak Financial Management
Massachusetts
+$7.95M
2
Wells Fargo
Wells Fargo
California
+$6.42M
3
BlackRock
BlackRock
New York
+$4.52M
4
AWS
Atria Wealth Solutions
New York
+$4.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.06M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.56M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$626K
5
CWA
Centennial Wealth Advisory
Michigan
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$575K -$217K -4,290 -28%
IAIM
27
International Assets Investment Management
Florida
$525K +$200K +3,943 +62%
PPC
28
Park Place Capital
Alabama
$371K +$370K +7,292 New
WP
29
WealthSource Partners
California
$352K +$350K +6,913 New
WP
30
WealthShield Partners
North Carolina
$349K -$102K -2,015 -23%
Ameriprise
31
Ameriprise
Minnesota
$338K +$94.2K +1,858 +39%
Wealthfront Advisers
32
Wealthfront Advisers
California
$291K +$290K +5,718 New
RB
33
Renasant Bank
Mississippi
$288K -$44.8K -883 -14%
OMC
34
Old Mission Capital
Illinois
$280K +$32.2K +635 +13%
RPG
35
Resource Planning Group
Georgia
$272K +$271K +5,340 New
BCI
36
Brinker Capital Investments
Pennsylvania
$271K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$237K +$10.3K +204 +5%
HAS
38
HBW Advisory Services
California
$233K +$19.2K +379 +9%
ASN
39
Advisory Services Network
Georgia
$232K -$24.8K -489 -10%
MA
40
Mutual Advisors
Nebraska
$212K -$16.5K -326 -7%
SFP
41
Strategic Financial Partners
Oregon
$212K -$8.67K -171 -4%
HI
42
Harbour Investments
Wisconsin
$108K -$58.1K -1,147 -35%
AAM
43
Advisors Asset Management
Colorado
$92.1K -$659 -13 -0.7%
NA
44
NewEdge Advisors
Louisiana
$79K +$78.8K +1,555 New
UBS Group
45
UBS Group
Switzerland
$53.8K +$40.4K +797 +308%
SIS
46
Sound Income Strategies
Florida
$46K -$2.43K -48 -5%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$22.5K – – –
RG
48
Retirement Group
California
$16K +$1.32K +26 +50%
BAM
49
Belpointe Asset Management
Nevada
$16K +$15.9K +314 New
FCA
50
FinTrust Capital Advisors
South Carolina
$15.6K -$1.22K -24 -7%
1
2
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ILTB Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2022, worth a combined $181M — up 13% from $161M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILTB positions and 11 closed out — a net gain of 6 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Peak Financial Management, opening a new position worth an estimated $7.95M. The largest seller was Jane Street, exiting entirely with an estimated $6.06M sold.

  • 63 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $181M of iShares Core 10+ Year USD Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2022 and 11 closed out, a net change of +6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2022 was Peak Financial Management, an estimated $7.95M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2022 was Jane Street, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2022.