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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

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
Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.29%
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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$60M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$25.5M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$25.5M
5
Jane Street
Jane Street
New York
$13.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$28.9M
2
HP
Hilltop Partners
Indiana
$549K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$508K
4
Morgan Stanley
Morgan Stanley
New York
$6.49M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.71M +$1.19M +23,262 +78%
CFD
27
Creative Financial Designs
Indiana
$2.53M +$2.53M +49,414 +43,729%
CWA
28
Centennial Wealth Advisory
Michigan
$2.36M +$460K +8,993 +24%
SIAG
29
Safeguard Investment Advisory Group
California
$2.08M -$2.4M -46,915 -54%
CAN
30
Cetera Advisor Networks
California
$2.07M +$449K +8,778 +28%
GFG
31
Goldstone Financial Group
Illinois
$1.82M +$351K +6,858 +24%
UBS Group
32
UBS Group
Switzerland
$1.72M -$438K -8,577 -20%
SWP
33
Summit Wealth Partners
Florida
$1.64M +$632K +12,366 +62%
JWCA
34
J.W. Cole Advisors
Florida
$1.56M +$336K +6,578 +27%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.54M -$3.68M -72,001 -71%
P
36
&Partners
Tennessee
$1.09M +$1.09M +21,414 New
NP
37
NorthRock Partners
Minnesota
$1.04M -$358K -7,004 -26%
TPCW
38
TD Private Client Wealth
New York
$873K +$129K +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 +$109K +2,129 +16%
IAIM
42
International Assets Investment Management
Florida
$765K -$5.47K -109 -0.7%
PPC
43
Park Place Capital
Alabama
$760K – – –
RB
44
Renasant Bank
Mississippi
$740K – – –
Wealthfront Advisers
45
Wealthfront Advisers
California
$721K +$162K +3,165 +29%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$551K +$551K +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 -$10.7M -208,598 -95%
SRA
50
Secured Retirement Advisors
Minnesota
$504K -$54.9K -1,075 -10%
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