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iShares Core 10+ Year USD Bond ETF

86 hedge funds and large institutions have $355M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 8986 (-3)

19.38% less ownership

Funds ownership: 78.04%58.66% (-19%)

27% less capital invested

Capital invested by funds: $486M → $355M (-$131M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
44
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Centennial Wealth Advisory
Michigan
$2.4M +$107K +2,160 +5%
OMC
27
Old Mission Capital
Illinois
$2.33M -$1.23M -24,760 -35%
UBS Group
28
UBS Group
Switzerland
$2.14M +$469K +9,465 +28%
Jane Street
29
Jane Street
New York
$2.1M -$11.4M -229,007 -84%
SIAG
30
Safeguard Investment Advisory Group
California
$1.86M -$164K -3,317 -8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.81M -$4.82M -97,273 -73%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.7M +$1.2M +24,177 +243%
Wealthfront Advisers
33
Wealthfront Advisers
California
$1.54M +$838K +16,901 +120%
GFG
34
Goldstone Financial Group
Illinois
$1.48M -$289K -5,830 -16%
P
35
&Partners
Tennessee
$1.42M +$356K +7,178 +34%
Betterment LLC
36
Betterment LLC
New York
$901K +$139K +2,809 +18%
Stifel Financial
37
Stifel Financial
Missouri
$830K +$34.7K +701 +4%
CA
38
Cresta Advisors
Texas
$824K
Citadel Advisors
39
Citadel Advisors
Florida
$785K +$782K +15,783 New
TPCW
40
TD Private Client Wealth
New York
$776K -$72.3K -1,458 -9%
IAIM
41
International Assets Investment Management
Florida
$758K +$347 +7 +0%
PPC
42
Park Place Capital
Alabama
$738K -$446 -9 -0.1%
RB
43
Renasant Bank
Mississippi
$720K
EH
44
Equitable Holdings
New York
$706K +$704K +14,207 New
JWCA
45
J.W. Cole Advisors
Florida
$571K -$947K -19,099 -62%
NP
46
NorthRock Partners
Minnesota
$550K -$465K -9,377 -46%
SRA
47
Secured Retirement Advisors
Minnesota
$544K +$53.7K +1,083 +11%
GI
48
Gradient Investments
Minnesota
$474K +$472K +9,529 New
MML Investors Services
49
MML Investors Services
Massachusetts
$466K +$73.1K +1,474 +19%
MAS
50
Meeder Advisory Services
Ohio
$455K

ILTB Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2024, worth a combined $355M — down 27% from $486M a quarter earlier.

Fund positioning in ILTB was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.7M. The largest seller was BlackRock, cutting an estimated $87.9M.

  • 86 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $355M of iShares Core 10+ Year USD Bond ETF stock for Q2 2024, down 27% quarter-over-quarter.
  • 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2024 was Ameriprise, an estimated $10.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2024 was BlackRock, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2024.