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iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $486M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $379M → $486M (+$107M)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

13.76% more ownership

Funds ownership: 64.28%78.04% (+14%)

3% less funds holding

Funds holding: 9289 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
33
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.71M +$1.18M +23,262 +78%
CFD
27
Creative Financial Designs
Indiana
$2.53M +$2.52M +49,414 +43,729%
CWA
28
Centennial Wealth Advisory
Michigan
$2.36M +$458K +8,993 +24%
SIAG
29
Safeguard Investment Advisory Group
California
$2.08M -$2.39M -46,915 -54%
CAN
30
Cetera Advisor Networks
California
$2.07M +$447K +8,778 +28%
GFG
31
Goldstone Financial Group
Illinois
$1.82M +$349K +6,858 +24%
UBS Group
32
UBS Group
Switzerland
$1.72M -$437K -8,577 -20%
SWP
33
Summit Wealth Partners
Florida
$1.64M +$630K +12,366 +62%
JWCA
34
J.W. Cole Advisors
Florida
$1.56M +$335K +6,578 +27%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.54M -$3.67M -72,001 -71%
P
36
&Partners
Tennessee
$1.09M +$1.09M +21,414 New
NP
37
NorthRock Partners
Minnesota
$1.04M -$357K -7,004 -26%
TPCW
38
TD Private Client Wealth
New York
$873K +$128K +2,519 +17%
CA
39
Cresta Advisors
Texas
$847K
Stifel Financial
40
Stifel Financial
Missouri
$818K +$164K +3,214 +25%
Betterment LLC
41
Betterment LLC
New York
$782K +$108K +2,129 +16%
IAIM
42
International Assets Investment Management
Florida
$765K -$5.55K -109 -0.7%
PPC
43
Park Place Capital
Alabama
$760K
RB
44
Renasant Bank
Mississippi
$740K
Wealthfront Advisers
45
Wealthfront Advisers
California
$721K +$161K +3,165 +29%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$551K +$549K +10,777 New
HP
47
Hilltop Partners
Indiana
$549K -$13.7M -268,325 -96%
CA
48
Cetera Advisors
Colorado
$510K +$15.7K +308 +3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$508K -$10.6M -208,598 -95%
SRA
50
Secured Retirement Advisors
Minnesota
$504K -$54.7K -1,075 -10%

ILTB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2024, worth a combined $486M — up 28% from $379M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 13 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was Ameriprise, cutting an estimated $40.2M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $486M of iShares Core 10+ Year USD Bond ETF stock for Q1 2024, up 28% quarter-over-quarter.
  • 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2024 and 15 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2024 was Bank of America, an estimated $58.8M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2024 was Ameriprise, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2024.