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iShares Core 10+ Year USD Bond ETF
ILTB

87 hedge funds and large institutions have $413M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

96% more capital invested

Capital invested by funds: $210M → $413M (+$203M)

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

26% more funds holding

Funds holding: 69 → 87 (+18)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.61% more ownership

Funds ownership: 59.83% → 71.43% (+12%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
33
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$87.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$32.7M
3
Jane Street
Jane Street
New York
+$14.7M
4
CW
Connectus Wealth
Ohio
+$13.8M
5
HP
Hilltop Partners
Indiana
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.39M
2
CM
Columbus Macro
Pennsylvania
-$2.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.08M
4
EIA
Eldridge Investment Advisors
New Hampshire
-$908K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3M +$73.2K +1,392 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$2.36M +$2.36M +44,860 New
CWA
28
Centennial Wealth Advisory
Michigan
$2.3M -$31.5K -598 -1%
OMC
29
Old Mission Capital
Illinois
$2.01M +$2.01M +38,259 New
CW
30
CreativeOne Wealth
Kansas
$1.74M +$143K +2,722 +9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.55M +$1.55M +29,439 New
CAN
32
Cetera Advisor Networks
California
$1.29M +$145K +2,763 +13%
UBS Group
33
UBS Group
Switzerland
$1.24M +$1.21M +22,988 +3,910%
Betterment LLC
34
Betterment LLC
New York
$1.22M -$11.2K -212 -0.9%
SWP
35
Summit Wealth Partners
Florida
$1.03M +$22.7K +431 +2%
JWCA
36
J.W. Cole Advisors
Florida
$931K +$255K +4,850 +38%
GFG
37
Goldstone Financial Group
Illinois
$889K +$182K +3,450 +26%
CA
38
Cresta Advisors
Texas
$872K – – –
IAIM
39
International Assets Investment Management
Florida
$817K -$39.7K -755 -5%
EIA
40
Eldridge Investment Advisors
New Hampshire
$763K -$908K -17,250 -54%
KFG
41
Kingdom Financial Group
Arizona
$720K +$720K +13,688 New
KWM
42
Kingsview Wealth Management
Oregon
$711K +$507K +9,641 +248%
Bank of America
43
Bank of America
North Carolina
$589K +$25.1K +478 +4%
CMI
44
Clare Market Investments
Texas
$568K +$568K +10,803 New
NA
45
NewEdge Advisors
Louisiana
$557K +$142K +2,690 +34%
PAG
46
Private Advisor Group
New Jersey
$521K +$72.8K +1,384 +16%
Wealthfront Advisers
47
Wealthfront Advisers
California
$481K +$481K +9,150 New
TWC
48
TD Waterhouse Canada
Ontario, Canada
$427K – – –
BRWA
49
B. Riley Wealth Advisors
Florida
$426K +$426K +8,105 New
WP
50
WealthShield Partners
North Carolina
$360K – – –
1
2
3 4

ILTB Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2023, worth a combined $413M — up 96% from $210M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ILTB positions and 4 closed out — a net gain of 18 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $87.7M. The largest seller was Wells Fargo, cutting an estimated $2.39M.

  • 87 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $413M of iShares Core 10+ Year USD Bond ETF stock for Q2 2023, up 96% quarter-over-quarter.
  • 22 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2023 and 4 closed out, a net change of +18 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2023 was Ameriprise, an estimated $87.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2023 was Wells Fargo, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2023.