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iShares Core 10+ Year USD Bond ETF
ILTB

69 hedge funds and large institutions have $210M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $181M → $210M (+$28.9M)

10% more funds holding

Funds holding: 63 → 69 (+6)

0.47% more ownership

Funds ownership: 59.36% → 59.83% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
28
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$5.46M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.36M
3
EIA
Eldridge Investment Advisors
New Hampshire
+$1.68M
4
AWS
Atria Wealth Solutions
New York
+$1.06M
5
CM
Columbus Macro
Pennsylvania
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.47M
2
Wells Fargo
Wells Fargo
California
-$1.05M
3
FA
Fermata Advisors
California
-$729K
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$446K
5
WP
WealthSource Partners
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$886K +$875K +16,498 New
IAIM
27
International Assets Investment Management
Florida
$876K +$318K +5,990 +58%
Ameriprise
28
Ameriprise
Minnesota
$797K +$435K +8,194 +123%
GFG
29
Goldstone Financial Group
Illinois
$722K +$713K +13,443 New
JWCA
30
J.W. Cole Advisors
Florida
$690K +$51.4K +968 +8%
Bank of America
31
Bank of America
North Carolina
$576K -$29.8K -562 -5%
PAG
32
Private Advisor Group
New Jersey
$458K +$452K +8,525 New
TWC
33
TD Waterhouse Canada
Ontario, Canada
$441K +$435K +8,200 New
NA
34
NewEdge Advisors
Louisiana
$420K +$337K +6,349 +408%
PPC
35
Park Place Capital
Alabama
$390K -$1.65K -31 -0.4%
WP
36
WealthShield Partners
North Carolina
$368K – – –
RB
37
Renasant Bank
Mississippi
$304K – – –
BOSSRA
38
B.O.S.S. Retirement Advisors
Utah
$297K +$293K +5,520 New
CRG
39
Cornerstone Retirement Group
Nevada
$291K +$287K +5,413 New
RPG
40
Resource Planning Group
Georgia
$287K – – –
BCI
41
Brinker Capital Investments
Pennsylvania
$285K – – –
OPS
42
Orion Portfolio Solutions
Nebraska
$285K +$282K +5,313 New
ASN
43
Advisory Services Network
Georgia
$272K +$26.9K +506 +11%
HAS
44
HBW Advisory Services
California
$256K +$9.76K +184 +4%
SFP
45
Strategic Financial Partners
Oregon
$224K – – –
KWM
46
Kingsview Wealth Management
Oregon
$209K +$206K +3,886 New
MA
47
Mutual Advisors
Nebraska
$201K -$22.9K -432 -10%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$181K +$179K +3,380 New
HI
49
Harbour Investments
Wisconsin
$114K +$53 +1 +0%
AAM
50
Advisors Asset Management
Colorado
$94.2K -$2.92K -55 -3%
1
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ILTB Hedge Fund Activity: Q1 2023 in Review

69 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2023, worth a combined $210M — up 16% from $181M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ILTB positions and 10 closed out — a net gain of 6 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.46M. The largest seller was Envestnet Asset Management, cutting an estimated $1.47M.

  • 69 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2023, up from 63 in Q4 2022.
  • Funds reported $210M of iShares Core 10+ Year USD Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 16 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2023 was AE Wealth Management, an estimated $5.46M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2023.