iShares Core 10+ Year USD Bond ETF
ILTB
92 hedge funds and large institutions have $379M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
15% more capital invested
Capital invested by funds: $330M → $379M (+$49.1M)
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
8% more funds holding
Funds holding: 85 → 92 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.23% less ownership
Funds ownership: 65.51% → 64.28% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.3M |
| 2 |
Morgan Stanley
New York
|
+$6.8M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$6.77M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.4M |
| 2 |
Jane Street
New York
|
-$5.84M |
| 3 |
OL
Optas LLC
Austin,
Texas
|
-$2.82M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.63M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.79M |
ILTB Hedge Fund Activity: Q4 2023 in Review
92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2023, worth a combined $379M — up 15% from $330M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ILTB positions and 12 closed out — a net gain of 8 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was BlackRock, adding an estimated $8.3M. The largest seller was Ameriprise, cutting an estimated $10.4M.
- 92 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $379M of iShares Core 10+ Year USD Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 20 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2023 and 12 closed out, a net change of +8 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2023 was BlackRock, an estimated $8.3M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2023 was Ameriprise, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2023.