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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

85 hedge funds and large institutions have $330M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
32
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.4M
2
Charles Schwab
2
Charles Schwab
California
$5.37M
3
AWM
3
AE Wealth Management
Kansas
$30.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.42M
5
RWA
5
Rooted Wealth Advisors
Illinois
$2.59M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$12.1M
2
CW
2
Connectus Wealth
Ohio
$0
3
Jane Street
3
Jane Street
New York
$5.84M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.68M
5
BBWP
5
Beacon Bridge Wealth Partners
Pennsylvania
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.47M +$78.5K +1,661 +6%
UBS Group
27
UBS Group
Switzerland
$1.32M +$211K +4,465 +19%
CAN
28
Cetera Advisor Networks
California
$1.25M +$93.7K +1,984 +8%
BBWP
29
Beacon Bridge Wealth Partners
Pennsylvania
$1.21M -$5.42M -114,754 -82%
GFG
30
Goldstone Financial Group
Illinois
$1.1M +$300K +6,345 +38%
JWCA
31
J.W. Cole Advisors
Florida
$1.06M +$221K +4,676 +26%
SWP
32
Summit Wealth Partners
Florida
$919K -$5.81K -123 -0.6%
CA
33
Cresta Advisors
Texas
$783K – – –
Stifel Financial
34
Stifel Financial
Missouri
$769K +$769K +16,269 New
IAIM
35
International Assets Investment Management
Florida
$730K -$3.87K -82 -0.5%
KFG
36
Kingdom Financial Group
Arizona
$729K +$82.1K +1,738 +13%
Betterment LLC
37
Betterment LLC
New York
$687K -$404K -8,551 -37%
Wealthfront Advisers
38
Wealthfront Advisers
California
$683K +$251K +5,314 +58%
FA
39
Fermata Advisors
California
$654K +$654K +13,845 New
CW
40
CreativeOne Wealth
Kansas
$590K -$972K -20,574 -62%
OMC
41
Old Mission Capital
Illinois
$582K -$1.23M -25,945 -68%
TPCW
42
TD Private Client Wealth
New York
$554K +$251K +5,309 +83%
Bank of America
43
Bank of America
North Carolina
$547K +$17.5K +370 +3%
NA
44
NewEdge Advisors
Louisiana
$498K -$3.02K -64 -0.6%
PAG
45
Private Advisor Group
New Jersey
$483K +$14.3K +303 +3%
KWM
46
Kingsview Wealth Management
Oregon
$452K -$187K -3,957 -29%
Citadel Advisors
47
Citadel Advisors
Florida
$440K -$1.68M -35,551 -79%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$422K -$3.62M -76,586 -90%
BRWA
49
B. Riley Wealth Advisors
Florida
$406K +$22.9K +484 +6%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$398K +$218K +4,609 +121%
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